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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

229 hedge funds and large institutions have $2.19B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+12
Holders Change %
+5.53%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
84
Reduced
75
Closed
24
Calls
$227K
Puts
$47K
Net Calls
+$180K
Net Calls Change
+$911K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.17B
2
AAS
2
Annex Advisory Services
Wisconsin
$16.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$13.1M
4
LPL Financial
4
LPL Financial
California
$48.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$60.2M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.77M
2
TNBTD
2
Trustmark National Bank Trust Department
Mississippi
$9.3M
3
BIP
3
Blueprint Investment Partners
North Carolina
$0
4
Ameriprise
4
Ameriprise
Minnesota
$37.3M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$965K
Name Holding Trade Value Shares
Change 		Shares
Change %
IHWM
226
Iron Horse Wealth Management
Iowa
$2.41K – – –
CAL
227
Capital Analysts LLC
Pennsylvania
$2K -$5.21K -177 -72%
TFA
228
Transamerica Financial Advisors
Florida
$1K – – –
TRCT
229
Tower Research Capital (TRC)
New York
$874 +$874 +37 New
BNP Paribas Financial Markets
230
BNP Paribas Financial Markets
France
$260 +$71 +3 +38%
CA
231
CoreCap Advisors
Michigan
$13 – – –
BIP
232
Blueprint Investment Partners
North Carolina
– -$5.5M -227,584 Closed
Prudential Financial
233
Prudential Financial
New Jersey
– -$2.6M -107,854 Closed
RA
234
RFG Advisory
Alabama
– -$1.23M -50,992 Closed
OMC
235
Old Mission Capital
Illinois
– -$688K -28,480 Closed
MGIA
236
Moneta Group Investment Advisors
Missouri
– -$463K -19,186 Closed
RWM
237
Revisor Wealth Management
Ohio
– -$425K -17,601 Closed
AMG
238
Asset Management Group
Connecticut
– -$355K -14,718 Closed
GLA
239
Good Life Advisors
Pennsylvania
– -$277K -11,472 Closed
WF
240
Warner Financial
Maryland
– -$274K -11,336 Closed
Northern Trust
241
Northern Trust
Illinois
– -$265K -10,988 Closed
NFG
242
Nations Financial Group
Iowa
– -$264K -10,922 Closed
RWA
243
River Wealth Advisors
Pennsylvania
– -$240K -9,931 Closed
CFD
244
Creative Financial Designs
Indiana
– -$222K -9,180 Closed
First Trust Advisors
245
First Trust Advisors
Illinois
– -$205K -8,496 Closed
SPC
246
Sigma Planning Corp
Michigan
– -$203K -8,426 Closed
AWS
247
Atria Wealth Solutions
New York
– -$203K -8,419 Closed
EWM
248
Evercore Wealth Management
New York
– -$203K -8,393 Closed
Qube Research & Technologies (QRT)
249
Qube Research & Technologies (QRT)
United Kingdom
– -$127K -5,262 Closed
FCM
250
Fourpath Capital Management
Oklahoma
– -$85K -3,520 Closed
7 8 9
10
11