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

39 hedge funds and large institutions have $61.2M invested in Invesco New York AMT-Free Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EC
Elequin Capital
New York
+$1.92M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.35M
3
HighTower Advisors
HighTower Advisors
Illinois
+$839K
4
FZCM
Flynn Zito Capital Management
New York
+$621K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$285K

Top Sellers

1
LPL Financial
LPL Financial
California
-$434K
2
EWA
EP Wealth Advisors
California
-$356K
3
AWM
Able Wealth Management
New Jersey
-$248K
4
Morgan Stanley
Morgan Stanley
New York
-$227K
5
FHA
Flagship Harbor Advisors
Massachusetts
-$202K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$301K +$111 +5 +0%
BAM
27
Belpointe Asset Management
Nevada
$232K +$232K +10,504 New
CFP
28
Cascade Financial Partners
California
$228K – – –
Bank of New York Mellon
29
Bank of New York Mellon
New York
$216K -$22 -1 -0%
Citigroup
30
Citigroup
New York
$209K -$132K -5,977 -39%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$183K -$59.3K -2,683 -25%
Wells Fargo
32
Wells Fargo
California
$162K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$88K – – –
UBS Group
34
UBS Group
Switzerland
$49K +$1.08K +49 +2%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$42.1K +$42.1K +1,894 New
GI
36
GAMMA Investing
California
$12.4K -$2.3K -104 -16%
GJIA
37
Glass Jacobson Investment Advisors
Maryland
$9.24K – – –
BBHC
38
Brown Brothers Harriman & Co
New York
$7.47K – – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$22 +$22 +1 New
AWM
40
Able Wealth Management
New Jersey
– -$248K -10,929 Closed
FHA
41
Flagship Harbor Advisors
Massachusetts
– -$202K -8,900 Closed
GKWIM
42
Gerber Kawasaki Wealth & Investment Management
California
– -$113K -4,990 Closed
AssetMark Inc
43
AssetMark Inc
California
– -$1.02K -45 Closed
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