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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

83 hedge funds and large institutions have $419M invested in Invesco National AMT-Free Municipal Bond ETF in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
32
Reduced
23
Closed
6
Calls
$1.39M
Puts
$296K
Net Calls
+$1.09M
Net Calls Change
+$996K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$53.8M
2
UBS Group
2
UBS Group
Switzerland
$40.6M
3
Bank of America
3
Bank of America
North Carolina
$101M
4
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$22.1M
5
Wells Fargo
5
Wells Fargo
California
$30.3M

Top Sellers

1
CPO
1
Cerity Partners OCIO
New York
$226K
2
BTS
2
BB&T Securities
Virginia
$42.4M
3
ACM
3
Ashford Capital Management
Delaware
$8.82M
4
CI
4
Cambiar Investors
Colorado
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$5.94M
Name Market Value Shares Shares
Change 		Shares
Change %
AMG
26
Asset Management Group
Connecticut
$1.3M 51,058 +21,938 +75%
FAAS
27
First Allied Advisory Services
California
$1.25M 48,967 +21,367 +77%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.16M 45,427 +3,092 +7%
MFS
29
MSI Financial Services
Massachusetts
$1.08M 42,305 +15,587 +58%
Chevy Chase Trust
30
Chevy Chase Trust
Maryland
$1.03M 40,149 – –
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$919K 36,013 +5,593 +18%
AI
32
Atria Investments
North Carolina
$891K 34,894 -15,713 -31%
EWA
33
Exencial Wealth Advisors
Oklahoma
$890K 34,997 +55 +0.2%
SF
34
Synovus Financial
Georgia
$807K 31,600 +5,000 +19%
NC
35
NewSquare Capital
Pennsylvania
$804K 31,507 +1,441 +5%
Jane Street
36
Jane Street
New York
$795K 31,146 +31,146 New
PAS
37
Partnervest Advisory Services
California
$733K 28,723 +740 +3%
PAG
38
Pinnacle Advisory Group
Maryland
$694K 27,210 – –
WEC
39
Winslow Evans & Crocker
Massachusetts
$690K 27,030 +24,030 +801%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$613K 24,003 -1,849 -7%
VKH
41
Virtu KCG Holdings
New York
$555K 21,727 +21,727 New
NCM
42
Neumann Capital Management
California
$541K 21,200 -1,350 -6%
AIG
43
American International Group
New York
$485K 18,991 +6,355 +50%
First Trust Advisors
44
First Trust Advisors
Illinois
$445K 17,420 -15,488 -47%
BOTW
45
Bank of the West
California
$443K 17,362 -963 -5%
FIG
46
Fusion Investment Group
Pennsylvania
$341K 13,341 -1,232 -8%
NCM
47
Newgate Capital Management
Connecticut
$321K 12,561 +12,561 New
KL
48
KWMG LLC
Kansas
$309K 12,316 +473 +4%
YP
49
Yellowstone Partners
Idaho
$291K 11,412 +2,786 +32%
Invesco
50
Invesco
Georgia
$278K 10,903 +20 +0.2%
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