PZA icon

Invesco National AMT-Free Municipal Bond ETF

80 hedge funds and large institutions have $373M invested in Invesco National AMT-Free Municipal Bond ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
32
Reduced
27
Closed
8
Calls
$655K
Puts
Net Calls
+$655K
Net Calls Change
-$435K
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.4M +$1.4M +56,535 New
AMG
27
Asset Management Group
Connecticut
$1.38M +$121K +4,898 +10%
WEC
28
Winslow Evans & Crocker
Massachusetts
$1.23M +$564K +22,800 +84%
ACM
29
Ashford Capital Management
Delaware
$1.08M -$7.45M -301,442 -87%
MFS
30
MSI Financial Services
Massachusetts
$1.01M -$31.6K -1,279 -3%
SF
31
Synovus Financial
Georgia
$954K +$173K +7,000 +22%
PAS
32
Partnervest Advisory Services
California
$948K +$238K +9,626 +34%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$893K +$2.47K +100 +0.3%
NC
34
NewSquare Capital
Pennsylvania
$872K +$92.7K +3,750 +12%
ACM
35
Argentus Capital Management
Texas
$764K +$764K +30,890 New
CNB
36
City National Bank
California
$734K +$507K +20,536 +224%
PAG
37
Pinnacle Advisory Group
Maryland
$644K -$28.3K -1,145 -4%
YP
38
Yellowstone Partners
Idaho
$628K +$346K +13,976 +122%
BTS
39
BB&T Securities
Virginia
$590K -$3.52M -142,278 -86%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$565K -$28.5K -1,152 -5%
FIG
41
Fusion Investment Group
Pennsylvania
$501K +$171K +6,923 +52%
First Trust Advisors
42
First Trust Advisors
Illinois
$492K +$61.6K +2,492 +14%
NCM
43
Neumann Capital Management
California
$425K -$98.8K -4,000 -19%
EWA
44
Exencial Wealth Advisors
Oklahoma
$397K -$480K -19,160 -55%
BOTW
45
Bank of the West
California
$370K -$59.6K -2,408 -14%
CWM
46
Concert Wealth Management
California
$308K -$6.62K -267 -2%
NCM
47
Newgate Capital Management
Connecticut
$306K -$3.85K -156 -1%
AIG
48
American International Group
New York
$296K -$173K -7,000 -37%
KL
49
KWMG LLC
Kansas
$270K -$34.4K -1,392 -11%
LS
50
Lattice Strategies
Pennsylvania
$267K