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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

74 hedge funds and large institutions have $291M invested in Invesco National AMT-Free Municipal Bond ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
9
Increased
36
Reduced
19
Closed
6
Calls
$126K
Puts
$937K
Net Calls
-$811K
Net Calls Change
-$934K

Top Buyers

1
BTS
BB&T Securities
Virginia
$19.2M
2
MAA
Managed Account Advisors
New Jersey
$17.5M
3
Stifel Financial
Stifel Financial
Missouri
$9.45M
4
U
UBS
Switzerland
$21M
5
TNBTD
Trustmark National Bank Trust Department
Mississippi
$14.9M

Top Sellers

1
UBS AM
UBS AM
Illinois
$8.94M
2
FAAS
First Allied Advisory Services
California
$855K
3
Bank of America
Bank of America
North Carolina
$95.8M
4
NCM
Newgate Capital Management
Connecticut
$0
5
JG
Jefferies Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.18M +$65.4K +2,604 +6%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.1M +$25.1K +1,000 +2%
Chevy Chase Trust
28
Chevy Chase Trust
Maryland
$1.01M -$110K -4,370 -10%
EWA
29
Exencial Wealth Advisors
Oklahoma
$903K -$20.3K -810 -2%
FAAS
30
First Allied Advisory Services
California
$855K -$2.28M -90,737 -73%
PAS
31
Partnervest Advisory Services
California
$708K -$45.1K -1,797 -6%
AMG
32
Asset Management Group
Connecticut
$692K +$6.73K +268 +1%
PAG
33
Pinnacle Advisory Group
Maryland
$674K – – –
CI
34
Cambiar Investors
Colorado
$628K – – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$626K +$94K +3,741 +18%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$497K -$26.5K -1,053 -5%
NC
37
NewSquare Capital
Pennsylvania
$486K +$102K +4,073 +27%
SF
38
Synovus Financial
Georgia
$467K +$25.1K +1,000 +6%
BOTW
39
Bank of the West
California
$460K -$6.4K -255 -1%
MFBTD
40
MB Financial Bank - Trust Department
Illinois
$406K +$203K +8,150 +100%
AI
41
Atria Investments
North Carolina
$394K +$394K +15,666 New
AIG
42
American International Group
New York
$387K +$51.2K +2,039 +15%
MFS
43
MSI Financial Services
Massachusetts
$359K +$23K +918 +7%
PI
44
Placemark Investments
Illinois
$357K +$98.1K +3,897 +38%
FIG
45
Fusion Investment Group
Pennsylvania
$352K -$2.46K -98 -0.7%
CS
46
Credit Suisse
Switzerland
$337K -$231K -9,195 -41%
CWM
47
Concert Wealth Management
California
$326K +$1.23K +49 +0.4%
PMG
48
ProVise Management Group
Florida
$306K +$55.2K +2,201 +22%
LS
49
Lattice Strategies
Pennsylvania
$297K +$2.01K +80 +0.7%
VKH
50
Virtu KCG Holdings
New York
$293K +$293K +11,670 New
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