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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

79 hedge funds and large institutions have $400M invested in Invesco National AMT-Free Municipal Bond ETF in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
30
Reduced
20
Closed
8
Calls
$427K
Puts
$333K
Net Calls
+$94K
Net Calls Change
+$905K

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$56.7M
2
CPO
2
Cerity Partners OCIO
New York
$21.5M
3
Wells Fargo
3
Wells Fargo
California
$26.6M
4
MAA
4
Managed Account Advisors
New Jersey
$30M
5
ACM
5
Ashford Capital Management
Delaware
$11M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$9.75M
2
Stifel Financial
2
Stifel Financial
Missouri
$6.82M
3
Bank of America
3
Bank of America
North Carolina
$95M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$542K
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
26
Atria Investments
North Carolina
$1.29M +$888K +34,941 +223%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.08M -$40.7K -1,600 -4%
Chevy Chase Trust
28
Chevy Chase Trust
Maryland
$1.02M – – –
CI
29
Cambiar Investors
Colorado
$1.02M +$381K +15,000 +60%
EWA
30
Exencial Wealth Advisors
Oklahoma
$896K -$26.3K -1,024 -3%
First Trust Advisors
31
First Trust Advisors
Illinois
$836K +$589K +23,201 +239%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$773K +$270K +10,641 +54%
NC
33
NewSquare Capital
Pennsylvania
$764K +$272K +10,708 +55%
AMG
34
Asset Management Group
Connecticut
$740K +$40K +1,573 +6%
PAS
35
Partnervest Advisory Services
California
$711K -$5.29K -208 -0.7%
FAAS
36
First Allied Advisory Services
California
$701K -$164K -6,474 -19%
PAG
37
Pinnacle Advisory Group
Maryland
$691K +$9.52K +375 +1%
MFS
38
MSI Financial Services
Massachusetts
$679K +$315K +12,414 +87%
SF
39
Synovus Financial
Georgia
$676K +$203K +8,000 +43%
PI
40
Placemark Investments
Illinois
$669K +$309K +12,131 +86%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$657K +$23.8K +935 +4%
NCM
42
Neumann Capital Management
California
$573K +$573K +22,550 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$542K -$669K -26,329 -55%
BOTW
44
Bank of the West
California
$466K – – –
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$450K +$450K +17,711 New
FIG
46
Fusion Investment Group
Pennsylvania
$370K +$14.5K +573 +4%
CS
47
Credit Suisse
Switzerland
$332K -$8.7K -343 -3%
CWM
48
Concert Wealth Management
California
$322K -$8.48K -333 -3%
AIG
49
American International Group
New York
$321K -$70.8K -2,787 -18%
KL
50
KWMG LLC
Kansas
$303K +$303K +11,843 New
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