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Invesco National AMT-Free Municipal Bond ETF

64 hedge funds and large institutions have $176M invested in Invesco National AMT-Free Municipal Bond ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-5
Holders Change %
-7.25%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
26
Partnervest Advisory Services
California
$1.01M -$2.05M -89,316 -67%
ACM
27
Ashford Capital Management
Delaware
$942K -$2.15M -93,499 -70%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$931K +$282K +12,260 +43%
EWA
29
Exencial Wealth Advisors
Oklahoma
$856K +$259 +11 +0%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$843K
FIG
31
Fusion Investment Group
Pennsylvania
$811K +$811K +35,317 New
RCM
32
Rotella Capital Management
Washington
$778K +$349K +15,200 +81%
MAA
33
Managed Account Advisors
New Jersey
$740K +$740K +32,239 New
GC
34
Guggenheim Capital
Illinois
$713K +$520K +22,626 +269%
PI
35
Placemark Investments
Illinois
$692K -$1.53M -66,722 -69%
CI
36
Cambiar Investors
Colorado
$574K -$459K -20,000 -44%
AMG
37
Asset Management Group
Connecticut
$556K -$347K -15,143 -38%
First Trust Advisors
38
First Trust Advisors
Illinois
$533K -$101K -4,418 -16%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$525K -$20.3K -883 -4%
AIG
40
American International Group
New York
$502K -$273K -11,901 -35%
CS
41
Credit Suisse
Switzerland
$500K -$238K -10,376 -32%
VKH
42
Virtu KCG Holdings
New York
$476K -$138K -6,007 -22%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$455K -$106K -4,632 -19%
RJA
44
Raymond James & Associates
Florida
$375K +$13.3K +578 +4%
SF
45
Synovus Financial
Georgia
$344K +$29.8K +1,300 +9%
CWM
46
Concert Wealth Management
California
$294K -$19.6K -858 -6%
NC
47
NewSquare Capital
Pennsylvania
$279K -$38.1K -1,660 -12%
CPO
48
Cerity Partners OCIO
New York
$250K -$9.1K -396 -4%
CA
49
Cetera Advisors
Colorado
$205K -$42.6K -1,850 -17%
ClearBridge Investments
50
ClearBridge Investments
New York
$145K -$1.17K -51 -0.8%