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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

94 hedge funds and large institutions have $718M invested in Invesco National AMT-Free Municipal Bond ETF in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
2.51%
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
27
Closed
10
Calls
–
Puts
$430K
Net Calls
-$430K
Net Calls Change
+$153K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$416M
2
UBS Group
2
UBS Group
Switzerland
$113M
3
TNBTD
3
Trustmark National Bank Trust Department
Mississippi
$39M
4
Ameriprise
4
Ameriprise
Minnesota
$5.58M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.28M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$13.3M
2
UBS AM
2
UBS AM
Illinois
$9.53M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.3M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.06M
5
BCM
5
Brookstone Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AMG
26
Asset Management Group
Connecticut
$1.67M 64,102 +7,501 +13%
CI
27
Cambiar Investors
Colorado
$1.61M 62,000 +62,000 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.51M 57,910 +3,016 +5%
NC
29
NewSquare Capital
Pennsylvania
$1.51M 57,839 -66 -0.1%
TIM
30
Tortoise Investment Management
New York
$1.3M 49,900 -1,500 -3%
WEC
31
Winslow Evans & Crocker
Massachusetts
$1.21M 46,380 – –
Millennium Management
32
Millennium Management
New York
$1.12M 42,999 +42,999 New
CCA
33
Clearwater Capital Advisors
Illinois
$878K 33,830 – –
SCA
34
Snowden Capital Advisors
New York
$861K 33,067 +2,215 +7%
SF
35
Synovus Financial
Georgia
$792K 30,400 +3,400 +13%
WP
36
WealthSource Partners
California
$738K 28,359 +28,359 New
FUBT
37
First United Bank & Trust
Maryland
$698K 26,820 +12,070 +82%
SPC
38
Sigma Planning Corp
Michigan
$612K 23,515 +981 +4%
ACS
39
Archford Capital Strategies
Illinois
$604K 23,211 -1,600 -6%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$575K 22,096 -14,420 -39%
IA
41
IFP Advisors
Florida
$574K 22,062 +237 +1%
PAS
42
Partnervest Advisory Services
California
$553K 21,255 -1,456 -6%
BTS
43
BB&T Securities
Virginia
$538K 20,692 +73 +0.4%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$491K 18,856 -20 -0.1%
FA
45
FDx Advisors
Illinois
$490K 18,817 -17,986 -49%
KL
46
KWMG LLC
Kansas
$460K 17,646 +1,857 +12%
CIM
47
Cetera Investment Management
California
$445K 17,085 -521 -3%
SFG
48
StrategIQ Financial Group
Indiana
$377K 14,483 +14,483 New
CWM
49
Concert Wealth Management
California
$376K 14,377 +28 +0.2%
BWM
50
BerganKDV Wealth Management
Minnesota
$370K 14,209 +14,209 New
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