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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

171 hedge funds and large institutions have $1.31B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 57 reducing their positions, and 22 closing their positions.

Holders
171
Holders Change
-6
Holders Change %
-3.39%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
62
Reduced
57
Closed
22
Calls
–
Puts
$275K
Net Calls
-$275K
Net Calls Change
-$248K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$728M
2
ACA
2
Ackerman Capital Advisors
Texas
$12.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$50.5M
4
PPW
4
Parcion Private Wealth
Washington
$7.02M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$8.52M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$13.9M
2
EWA
2
EP Wealth Advisors
California
$761K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$32.5M
4
Ameriprise
4
Ameriprise
Minnesota
$18.8M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$6M 253,357 +173,389 +217%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$5.29M 223,590 +49,569 +28%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$5.12M 216,151 -10,363 -5%
AFS
29
Axiom Financial Strategies
Indiana
$4.61M 194,773 -2,468 -1%
ML
30
McAdam LLC
Pennsylvania
$4.43M 187,156 +178,966 +2,185%
TIM
31
Tortoise Investment Management
New York
$4.39M 185,558 -20,681 -10%
PI
32
PFS Investments
Georgia
$4.22M 176,059 +33,248 +23%
FTS
33
Fifth Third Securities
Ohio
$3.94M 166,519 -873 -0.5%
SW
34
SteelPeak Wealth
California
$3.91M 164,955 +87,162 +112%
PPWP
35
Proquility Private Wealth Partners
Nevada
$3.73M 157,517 +55,634 +55%
Luther King Capital Management (LKCM)
36
Luther King Capital Management (LKCM)
Texas
– – – –
RJA
37
Raymond James & Associates
Florida
$3.61M 152,377 +11,091 +8%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$3.6M 152,130 -143,730 -49%
IWC
39
Integrated Wealth Concepts
Massachusetts
$2.87M 121,297 +4,908 +4%
US Bancorp
40
US Bancorp
Minnesota
$2.78M 117,574 -13,863 -11%
CAN
41
Cetera Advisor Networks
California
$2.78M 117,245 +12,403 +12%
TFA
42
Transamerica Financial Advisors
Florida
$2.7M 114,091 +106 +0.1%
AHC
43
Anderson Hoagland & Co
Missouri
$2.7M 113,847 +18,297 +19%
KAS
44
Kestra Advisory Services
Texas
$2.51M 106,022 +3,591 +4%
AWS
45
Atria Wealth Solutions
New York
$2.5M 105,436 +92,192 +696%
FHC
46
First Heartland Consultants
Missouri
$2.37M 99,883 -3,271 -3%
LGA
47
Lebenthal Global Advisors
New York
$2.22M 93,604 +866 +0.9%
ClearBridge Investments
48
ClearBridge Investments
New York
$2.19M 92,339 +2,996 +3%
AT
49
Arden Trust
Delaware
$2.16M 91,200 +3,065 +3%
SWM
50
Spire Wealth Management
Virginia
$1.83M 77,293 +16,252 +27%
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