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

43 hedge funds and large institutions have $58.7M invested in Invesco New York AMT-Free Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
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
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$540K
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$5.07M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$795K

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 Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$361K -$90.4K -4,179 -20%
Ameriprise
27
Ameriprise
Minnesota
$336K +$6.85K +330 +2%
Citigroup
28
Citigroup
New York
$311K +$106K +4,900 +52%
Wealthfront Advisers
29
Wealthfront Advisers
California
$267K +$267K +12,333 New
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$254K +$75.6K +3,492 +42%
Mariner
31
Mariner
Kansas
$247K -$47.9K -2,214 -16%
Wells Fargo
32
Wells Fargo
California
$241K +$83.1K +3,839 +53%
BAM
33
Belpointe Asset Management
Nevada
$227K – – –
CFP
34
Cascade Financial Partners
California
$223K – – –
PI
35
PFG Investments
New York
$217K +$217K +10,043 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$202K -$9.5K -439 -4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$130K +$43.3K +2,000 +50%
EC
38
Elequin Capital
New York
$113K -$1.76M -81,558 -94%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$40.8K – – –
AAS
40
Ameritas Advisory Services
Nebraska
$26K +$26K +1,200 New
GI
41
GAMMA Investing
California
$23.4K +$11.2K +516 +92%
BBHC
42
Brown Brothers Harriman & Co
New York
$7.31K – – –
Fidelity Investments
43
Fidelity Investments
Massachusetts
$87 +$65 +3 +300%
GJIA
44
Glass Jacobson Investment Advisors
Maryland
– -$9.24K -407 Closed
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