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Invesco National AMT-Free Municipal Bond ETF

125 hedge funds and large institutions have $973M invested in Invesco National AMT-Free Municipal Bond ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-8
Holders Change %
-6.02%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
45
Reduced
37
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.81M -$481K -19,134 -21%
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.76M +$289K +11,469 +20%
SF
28
Synovus Financial
Georgia
$1.73M +$28.4K +1,130 +2%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.69M -$209K -8,317 -11%
TFA
30
Transamerica Financial Advisors
Florida
$1.62M -$176K -6,985 -10%
WAAG
31
Wealth Alliance Advisory Group
Kansas
$1.57M -$806K -32,065 -34%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.57M -$347K -13,799 -18%
TIM
33
Tortoise Investment Management
New York
$1.47M -$32.7K -1,300 -2%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$1.17M -$423K -16,825 -27%
CI
35
Cambiar Investors
Colorado
$1.13M +$12.6K +500 +1%
RBA
36
Richard Bernstein Advisors
New York
$1.1M +$21.8K +867 +2%
FUBT
37
First United Bank & Trust
Maryland
$1.01M +$79.7K +3,170 +9%
AMG
38
Asset Management Group
Connecticut
$1.01M +$5.18K +206 +0.5%
CPO
39
Cerity Partners OCIO
New York
$864K -$142K -5,688 -14%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$834K +$289K +11,508 +53%
KL
41
KWMG LLC
Kansas
$826K -$3.57K -142 -0.4%
NFG
42
Next Financial Group
Texas
$804K +$804K +31,988 New
NC
43
NewSquare Capital
Pennsylvania
$785K -$45.4K -1,807 -5%
BTS
44
BB&T Securities
Virginia
$703K +$97.9K +3,898 +16%
IFA
45
Interactive Financial Advisors
Illinois
$699K +$94.7K +3,764 +16%
CM
46
Columbus Macro
Pennsylvania
$647K +$16.7K +664 +3%
CA
47
Cetera Advisors
Colorado
$616K +$19.6K +779 +3%
ACS
48
Archford Capital Strategies
Illinois
$588K +$75.5K +2,923 +15%
SBA
49
Secrest Blakey & Associates
North Carolina
$573K +$829 +33 +0.1%
AFP
50
Ausdal Financial Partners
Iowa
$564K +$4.32K +172 +0.8%