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Invesco National AMT-Free Municipal Bond ETF

66 hedge funds and large institutions have $203M invested in Invesco National AMT-Free Municipal Bond ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
30
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Invesco
26
Invesco
Georgia
$1.2M -$1.36M -56,581 -53%
Chevy Chase Trust
27
Chevy Chase Trust
Maryland
$1.08M
EWA
28
Exencial Wealth Advisors
Oklahoma
$892K +$9.36K +386 +1%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$857K -$28.9K -1,200 -3%
CI
30
Cambiar Investors
Colorado
$844K +$241K +10,000 +40%
TNBTD
31
Trustmark National Bank Trust Department
Mississippi
$808K +$808K +33,500 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$790K -$188K -7,777 -19%
PAG
33
Pinnacle Advisory Group
Maryland
$676K +$676K +28,000 New
AMG
34
Asset Management Group
Connecticut
$593K +$7.92K +328 +1%
RJA
35
Raymond James & Associates
Florida
$579K +$185K +7,693 +47%
First Trust Advisors
36
First Trust Advisors
Illinois
$564K +$3.5K +145 +0.6%
BOTW
37
Bank of the West
California
$561K -$503K -20,839 -47%
CS
38
Credit Suisse
Switzerland
$518K -$6.6K -274 -1%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$497K -$54K -2,239 -10%
FBFS
40
First Business Financial Services
Wisconsin
$447K -$781K -32,361 -64%
SF
41
Synovus Financial
Georgia
$393K +$31.3K +1,300 +9%
YP
42
Yellowstone Partners
Idaho
$338K +$338K +14,005 New
CWM
43
Concert Wealth Management
California
$310K +$1.06K +44 +0.3%
Citigroup
44
Citigroup
New York
$308K -$1.25M -52,041 -80%
AIG
45
American International Group
New York
$299K -$228K -9,441 -43%
PAS
46
Partnervest Advisory Services
California
$293K -$763K -31,618 -72%
LS
47
Lattice Strategies
Pennsylvania
$283K +$283K +11,738 New
NC
48
NewSquare Capital
Pennsylvania
$280K -$13.4K -555 -5%
MFS
49
MSI Financial Services
Massachusetts
$272K +$190K +7,900 +233%
CPO
50
Cerity Partners OCIO
New York
$243K -$19.5K -808 -7%