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Invesco National AMT-Free Municipal Bond ETF

210 hedge funds and large institutions have $1.4B invested in Invesco National AMT-Free Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+19
Holders Change %
+9.95%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
80
Reduced
50
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PPWP
26
Proquility Private Wealth Partners
Nevada
$3.73M -$337K -12,918 -8%
EF
27
Empowered Funds
Pennsylvania
$3.63M +$3.63M +133,941 New
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$3.62M +$1.63M +60,072 +82%
ACP
29
Aveo Capital Partners
Colorado
$3.28M +$465K +17,158 +17%
SWRP
30
Summit Wealth & Retirement Planning
California
$3.06M -$752K -27,737 -20%
SWM
31
Spire Wealth Management
Virginia
$3.02M +$110K +4,054 +4%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$2.97M +$139K +5,140 +5%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.74M +$128K +4,734 +5%
NC
34
NewSquare Capital
Pennsylvania
$2.72M +$129K +4,769 +5%
OC
35
Oppenheimer & Co
New York
$2.55M +$1.13M +41,563 +79%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$2.51M +$27 +1 +0%
SFG
37
StrategIQ Financial Group
Indiana
$2.46M +$599K +22,081 +32%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$2.44M -$47K -1,734 -2%
TIM
39
Tortoise Investment Management
New York
$2.42M +$10.8K +400 +0.5%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$2.42M +$223K +8,238 +10%
SPC
41
Sigma Planning Corp
Michigan
$2.38M +$141K +5,187 +6%
Renaissance Technologies
42
Renaissance Technologies
New York
$2.35M +$2.35M +86,847 New
AFP
43
Ausdal Financial Partners
Iowa
$2.35M +$29.7K +1,096 +1%
CB
44
Commerce Bank
Missouri
$2.31M -$62.2K -2,296 -3%
BWM
45
BCGM Wealth Management
Indiana
$2.28M +$27.4K +1,012 +1%
TIA
46
Traphagen Investment Advisors
New Jersey
$2.05M -$71.5K -2,637 -3%
CA
47
Calton & Associates
Florida
$1.98M +$101K +3,735 +5%
ClearBridge Investments
48
ClearBridge Investments
New York
$1.9M
AFS
49
Axiom Financial Strategies
Indiana
$1.88M -$1.1M -40,668 -37%
AT
50
Arden Trust
Delaware
$1.86M