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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

86 hedge funds and large institutions have $455M invested in Invesco National AMT-Free Municipal Bond ETF in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
+8
Holders Change %
+10.26%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
32
Reduced
20
Closed
8
Calls
$380K
Puts
$293K
Net Calls
+$87K
Net Calls Change
-$446K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$65.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.9M
3
LPL Financial
3
LPL Financial
California
$12.8M
4
Bank of America
4
Bank of America
North Carolina
$189M
5
Morgan Stanley
5
Morgan Stanley
New York
$28.1M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$1.85M
2
Jane Street
2
Jane Street
New York
$0
3
TFA
3
Transamerica Financial Advisors
Florida
$4.89M
4
PAS
4
Partnervest Advisory Services
California
$506K
5
CA
5
Cetera Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AMG
26
Asset Management Group
Connecticut
$1.45M +$12.7K +497 +0.9%
AIG
27
American International Group
New York
$1.32M +$248K +9,732 +23%
SF
28
Synovus Financial
Georgia
$1.08M +$38.2K +1,500 +4%
NC
29
NewSquare Capital
Pennsylvania
$1.06M +$61.3K +2,406 +6%
ACM
30
Ashford Capital Management
Delaware
$939K +$334K +13,134 +55%
PAG
31
Pinnacle Advisory Group
Maryland
$741K – – –
GC
32
Guggenheim Capital
Illinois
$716K -$155K -6,104 -18%
ACS
33
Archford Capital Strategies
Illinois
$615K +$615K +24,268 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$597K +$27.9K +1,097 +5%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$569K +$75.8K +2,976 +15%
CIM
36
Cetera Investment Management
California
$536K +$536K +21,012 New
YP
37
Yellowstone Partners
Idaho
$529K -$72.8K -2,861 -12%
BTS
38
BB&T Securities
Virginia
$507K -$10.2K -400 -2%
IA
39
IFP Advisors
Florida
$507K +$507K +19,900 New
PAS
40
Partnervest Advisory Services
California
$506K -$512K -20,115 -50%
First Trust Advisors
41
First Trust Advisors
Illinois
$466K -$53K -2,084 -10%
DADC
42
D.A. Davidson & Co
Montana
$398K -$25.5K -1,000 -6%
BOTW
43
Bank of the West
California
$381K – – –
NCM
44
Neumann Capital Management
California
$343K -$95.6K -3,750 -22%
KL
45
KWMG LLC
Kansas
$332K +$82.5K +3,243 +33%
BPC
46
Banque Pictet & Cie
Switzerland
$331K – – –
PNAA
47
Pictet North America Advisors
Switzerland
$331K – – –
CWM
48
Concert Wealth Management
California
$331K +$13.8K +543 +4%
EWA
49
Exencial Wealth Advisors
Oklahoma
$328K -$69.6K -2,711 -18%
CPO
50
Cerity Partners OCIO
New York
$300K +$739 +29 +0.2%
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