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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

133 hedge funds and large institutions have $957M invested in Invesco National AMT-Free Municipal Bond ETF in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+31
Holders Change %
+30.39%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
38
Increased
43
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$186M
2
Bank of America
2
Bank of America
North Carolina
$486M
3
Ameriprise
3
Ameriprise
Minnesota
$11.5M
4
MPWT
4
MassMutual Private Wealth & Trust
Connecticut
$2.69M
5
Morgan Stanley
5
Morgan Stanley
New York
$28M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
TNBTD
2
Trustmark National Bank Trust Department
Mississippi
$45.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$18.3M
4
CPO
4
Cerity Partners OCIO
New York
$1.02M
5
NC
5
NewSquare Capital
Pennsylvania
$852K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.97M +$114K +4,402 +6%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.95M +$171K +6,612 +10%
TFA
28
Transamerica Financial Advisors
Florida
$1.85M -$697K -27,014 -27%
SF
29
Synovus Financial
Georgia
$1.75M +$275K +10,660 +19%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.63M -$134K -5,194 -8%
RCM
31
Robinson Capital Management
Michigan
$1.58M +$1.58M +91,627 New
TIM
32
Tortoise Investment Management
New York
$1.55M – – –
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.51M +$558K +21,624 +58%
AIA
34
Allegis Investment Advisors
Idaho
$1.18M +$1.18M +45,705 New
CI
35
Cambiar Investors
Colorado
$1.15M – – –
RBA
36
Richard Bernstein Advisors
New York
$1.1M +$1.1M +42,534 +21,925%
SCA
37
Snowden Capital Advisors
New York
$1.05M -$7.07K -274 -0.7%
AMG
38
Asset Management Group
Connecticut
$1.03M +$4.95K +192 +0.5%
CPO
39
Cerity Partners OCIO
New York
$1.02M -$1.44M -57,326 -59%
FUBT
40
First United Bank & Trust
Maryland
$959K +$55.6K +2,155 +6%
Renaissance Technologies
41
Renaissance Technologies
New York
$919K +$919K +35,600 New
NC
42
NewSquare Capital
Pennsylvania
$852K -$748K -28,993 -47%
KL
43
KWMG LLC
Kansas
$851K -$46.5K -1,801 -5%
FAIM
44
Financial Advocates Investment Management
Washington
$804K +$804K +31,133 New
LNC
45
Lincoln National Corp
Pennsylvania
$684K +$343K +13,312 +101%
Millennium Management
46
Millennium Management
New York
$650K +$650K +25,185 New
CM
47
Columbus Macro
Pennsylvania
$647K +$647K +25,081 New
BTS
48
BB&T Securities
Virginia
$621K +$8.48K +329 +1%
IFA
49
Interactive Financial Advisors
Illinois
$620K -$17.1K -661 -3%
CA
50
Cetera Advisors
Colorado
$608K -$5.14K -200 -0.8%
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