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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

177 hedge funds and large institutions have $1.15B invested in Invesco National AMT-Free Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 73 reducing their positions, and 25 closing their positions.

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
46
Reduced
73
Closed
25
Calls
$255K
Puts
$282K
Net Calls
-$27K
Net Calls Change
+$370K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$556M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$48M
3
Ameriprise
3
Ameriprise
Minnesota
$26.8M
4
Wells Fargo
4
Wells Fargo
California
$31.9M
5
CIM
5
Confluence Investment Management
Missouri
$8.62M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$45M
2
TNBTD
2
Trustmark National Bank Trust Department
Mississippi
$34.4M
3
1WM
3
1900 Wealth Management
Texas
$10.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.73M
5
FCBT
5
First Citizens Bank & Trust
North Carolina
$834K
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$5.2M 226,514 +130,437 +136%
TIM
27
Tortoise Investment Management
New York
$4.73M 206,239 -17,477 -8%
AFS
28
Axiom Financial Strategies
Indiana
$4.52M 197,241 -6,113 -3%
Jane Street
29
Jane Street
New York
$4.31M 187,907 -3,128 -2%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$3.99M 174,021 -15,054 -8%
FTS
31
Fifth Third Securities
Ohio
$3.84M 167,392 -2,208 -1%
AWE
32
Avidian Wealth Enterprises
Texas
$3.83M 167,022 +167,022 New
Financial Engines Advisors
33
Financial Engines Advisors
California
$3.69M 160,823 +136,875 +572%
Luther King Capital Management (LKCM)
34
Luther King Capital Management (LKCM)
Texas
– – – –
PI
35
PFS Investments
Georgia
$3.28M 142,811 +39 +0%
RJA
36
Raymond James & Associates
Florida
$3.24M 141,286 -4,750 -3%
US Bancorp
37
US Bancorp
Minnesota
$3.02M 131,437 +107,694 +454%
IWC
38
Integrated Wealth Concepts
Massachusetts
$2.67M 116,389 +18,544 +19%
TFA
39
Transamerica Financial Advisors
Florida
$2.62M 113,985 +10,284 +10%
NA
40
NewEdge Advisors
Louisiana
$2.55M 113,067 -45,016 -28%
CAN
41
Cetera Advisor Networks
California
$2.41M 104,842 +58,299 +125%
Renaissance Technologies
42
Renaissance Technologies
New York
$2.39M 104,293 +104,293 New
FHC
43
First Heartland Consultants
Missouri
$2.37M 103,154 +1,910 +2%
KAS
44
Kestra Advisory Services
Texas
$2.35M 102,431 +90,447 +755%
PPWP
45
Proquility Private Wealth Partners
Nevada
$2.34M 101,883 -43,820 -30%
AHC
46
Anderson Hoagland & Co
Missouri
$2.3M 95,550 +46,816 +96%
MWA
47
Mills Wealth Advisors
Texas
$2.26M 98,696 +98,696 New
LGA
48
Lebenthal Global Advisors
New York
$2.13M 92,738 +66,362 +252%
AAS
49
Avantax Advisory Services
Texas
$2.1M 91,698 -107,214 -54%
ClearBridge Investments
50
ClearBridge Investments
New York
$2.05M 89,343 -600 -0.7%
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