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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

71 hedge funds and large institutions have $245M invested in Invesco National AMT-Free Municipal Bond ETF in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
32
Reduced
22
Closed
5
Calls
$123K
Puts
–
Net Calls
+$123K
Net Calls Change
+$123K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$95.1M
2
TNBTD
Trustmark National Bank Trust Department
Mississippi
$9.52M
3
U
UBS
Switzerland
$15.5M
4
MAA
Managed Account Advisors
New Jersey
$6.99M
5
RJA
Raymond James & Associates
Florida
$2.02M

Top Sellers

1
UBS AM
UBS AM
Illinois
$8.58M
2
ACM
Ashford Capital Management
Delaware
$4.76M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$523K
4
Invesco
Invesco
Georgia
$277K
5
LPL Financial
LPL Financial
California
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
26
Chevy Chase Trust
Maryland
$1.1M -$2.47K -100 -0.2%
Goldman Sachs
27
Goldman Sachs
New York
$1.09M -$625K -25,324 -36%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.06M +$183K +7,400 +21%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$932K +$123K +4,997 +15%
EWA
30
Exencial Wealth Advisors
Oklahoma
$907K – – –
PAS
31
Partnervest Advisory Services
California
$740K +$440K +17,844 +147%
AMG
32
Asset Management Group
Connecticut
$673K +$66.9K +2,713 +11%
PAG
33
Pinnacle Advisory Group
Maryland
$662K -$28.7K -1,165 -4%
CI
34
Cambiar Investors
Colorado
$617K -$247K -10,000 -29%
CS
35
Credit Suisse
Switzerland
$559K +$27.7K +1,123 +5%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$523K -$986K -39,934 -65%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$514K +$5.11K +207 +1%
BOTW
38
Bank of the West
California
$459K -$115K -4,663 -20%
First Trust Advisors
39
First Trust Advisors
Illinois
$451K -$126K -5,120 -22%
NCM
40
Newgate Capital Management
Connecticut
$451K +$451K +18,271 New
JG
41
Jefferies Group
New York
$439K +$439K +17,800 New
SF
42
Synovus Financial
Georgia
$434K +$32.1K +1,300 +8%
NC
43
NewSquare Capital
Pennsylvania
$377K +$90.5K +3,671 +32%
FIG
44
Fusion Investment Group
Pennsylvania
$348K +$255K +10,344 +276%
AIG
45
American International Group
New York
$330K +$24K +971 +8%
MFS
46
MSI Financial Services
Massachusetts
$330K +$51.8K +2,100 +19%
CWM
47
Concert Wealth Management
California
$316K +$978 +40 +0.3%
LS
48
Lattice Strategies
Pennsylvania
$290K – – –
Invesco
49
Invesco
Georgia
$277K -$950K -38,527 -77%
Citigroup
50
Citigroup
New York
$275K -$40.6K -1,644 -13%
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