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Invesco New York AMT-Free Municipal Bond ETF
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Overview Fund Activity

42 hedge funds and large institutions have $58.1M invested in Invesco New York AMT-Free Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 1 closing their positions.

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
17
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$781K
2
UBS Group
2
UBS Group
Switzerland
$678K
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$5.07M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$795K
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$267K

Top Sellers

1
EC
1
Elequin Capital
New York
$113K
2
Morgan Stanley
2
Morgan Stanley
New York
$3.24M
3
SWP
3
Stratos Wealth Partners
Ohio
$368K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$776K
5
KAS
5
Kestra Advisory Services
Texas
$467K
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$14.3M 660,206 +4,777 +0.7%
MMA
2
Miracle Mile Advisors
California
$7.42M 342,794 +9,608 +3%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$5.07M 234,136 +22,904 +11%
FZCM
4
Flynn Zito Capital Management
New York
$4.39M 202,758 -2,466 -1%
Bank of America
5
Bank of America
North Carolina
$3.69M 170,421 +3,114 +2%
Morgan Stanley
6
Morgan Stanley
New York
$3.24M 149,942 -58,993 -28%
AFTS
7
American Financial & Tax Strategies
New York
$2.4M 110,955 -4,978 -4%
LPL Financial
8
LPL Financial
California
$2.02M 93,326 -5,086 -5%
EWA
9
EP Wealth Advisors
California
$1.53M 70,770 -5,600 -7%
TIM
10
Tortoise Investment Management
New York
$1.39M 64,092 -11,996 -16%
NA
11
Note Advisors
New York
$1.32M 60,973 +1,100 +2%
Jane Street
12
Jane Street
New York
$946K 43,703 -4,438 -9%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$795K 36,751 +17,238 +88%
SWA
14
Sax Wealth Advisors
New Jersey
$781K 36,114 +36,114 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$776K 35,839 -19,431 -35%
Osaic Holdings
16
Osaic Holdings
Arizona
$703K 32,401 +1,403 +5%
UBS Group
17
UBS Group
Switzerland
$678K 31,325 +29,106 +1,312%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$664K 30,670 +59 +0.2%
MML Investors Services
19
MML Investors Services
Massachusetts
$646K 29,872 -580 -2%
KAS
20
Kestra Advisory Services
Texas
$467K 21,591 -15,987 -43%
MP
21
McDonald Partners
Ohio
$456K 21,050 – –
Raymond James Financial
22
Raymond James Financial
Florida
$437K 20,200 -513 -2%
NL
23
NDWM LLC
California
$436K 20,161 -9,229 -31%
SWP
24
Stratos Wealth Partners
Ohio
$368K 17,019 -20,171 -54%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$361K 16,673 -4,179 -20%
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