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Invesco New York AMT-Free Municipal Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$14.5M +$839K +37,951 +6%
MMA
2
Miracle Mile Advisors
California
$7.36M +$72.4K +3,274 +1%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$4.67M +$1.35M +60,970 +41%
Morgan Stanley
4
Morgan Stanley
New York
$4.62M -$227K -10,291 -5%
FZCM
5
Flynn Zito Capital Management
New York
$4.54M +$621K +28,084 +16%
Bank of America
6
Bank of America
North Carolina
$3.7M +$281K +12,722 +8%
AFTS
7
American Financial & Tax Strategies
New York
$2.56M -$179K -8,115 -7%
LPL Financial
8
LPL Financial
California
$2.17M -$434K -19,635 -17%
EC
9
Elequin Capital
New York
$1.92M +$1.92M +86,759 New
EWA
10
EP Wealth Advisors
California
$1.69M -$356K -16,130 -17%
TIM
11
Tortoise Investment Management
New York
$1.68M -$71.7K -3,245 -4%
NA
12
Note Advisors
New York
$1.32M -$88.2K -3,993 -6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.22M +$285K +12,898 +30%
Jane Street
14
Jane Street
New York
$1.06M -$159K -7,181 -13%
KAS
15
Kestra Advisory Services
Texas
$830K +$147K +6,668 +22%
SWP
16
Stratos Wealth Partners
Ohio
$822K +$221K +10,010 +37%
Osaic Holdings
17
Osaic Holdings
Arizona
$685K +$199K +9,013 +41%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$677K +$6.41K +290 +1%
MML Investors Services
19
MML Investors Services
Massachusetts
$673K -$2.28K -103 -0.3%
NL
20
NDWM LLC
California
$650K
MP
21
McDonald Partners
Ohio
$465K -$4.42K -200 -0.9%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$461K +$2.03K +92 +0.4%
Raymond James Financial
23
Raymond James Financial
Florida
$458K -$21.8K -987 -5%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$431K +$354 +16 +0.1%
Ameriprise
25
Ameriprise
Minnesota
$347K -$73.3K -3,357 -17%