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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

180 hedge funds and large institutions have $1.44B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
180
Holders Change
+9
Holders Change %
+5.26%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
62
Reduced
59
Closed
13
Calls
$76K
Puts
$113K
Net Calls
-$37K
Net Calls Change
+$238K

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$39.6M
2
Bank of America
2
Bank of America
North Carolina
$761M
3
LPL Financial
3
LPL Financial
California
$47.1M
4
Wells Fargo
4
Wells Fargo
California
$45M
5
EWA
5
EP Wealth Advisors
California
$10.3M

Top Sellers

1
GAG
1
Goodman Advisory Group
Massachusetts
$4.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$401K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.61M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.48M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WM
26
1900 Wealth Management
Texas
$6.77M -$3.83M -162,193 -36%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$5.91M -$3.54M -150,193 -37%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$5.43M +$149K +6,308 +3%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$5.14M +$3.56M +150,826 +226%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$5M -$99.1K -4,200 -2%
GAG
31
Goodman Advisory Group
Massachusetts
$4.9M -$6.86M -290,775 -58%
Jane Street
32
Jane Street
New York
$4.66M +$3.64M +154,060 +355%
AFS
33
Axiom Financial Strategies
Indiana
$4.61M +$12.8K +544 +0.3%
ML
34
McAdam LLC
Pennsylvania
$4.42M +$5.29K +224 +0.1%
TIM
35
Tortoise Investment Management
New York
$4.24M -$141K -5,978 -3%
Renaissance Technologies
36
Renaissance Technologies
New York
$4.14M -$4.35M -184,466 -51%
SW
37
SteelPeak Wealth
California
$4M +$108K +4,579 +3%
PPWP
38
Proquility Private Wealth Partners
Nevada
$3.7M -$19.4K -822 -0.5%
Luther King Capital Management (LKCM)
39
Luther King Capital Management (LKCM)
Texas
$3.59M -$3.65M – –
RJA
40
Raymond James & Associates
Florida
$3.4M -$192K -8,133 -5%
GKWIM
41
Gerber Kawasaki Wealth & Investment Management
California
$3.27M +$2.47M +104,685 +311%
AHC
42
Anderson Hoagland & Co
Missouri
$2.81M +$127K +5,388 +5%
TFA
43
Transamerica Financial Advisors
Florida
$2.77M +$76.5K +3,241 +3%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$2.74M -$853K -36,138 -24%
CAN
45
Cetera Advisor Networks
California
$2.64M -$131K -5,539 -5%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$2.61M -$5.33M -225,791 -67%
FHC
47
First Heartland Consultants
Missouri
$2.45M +$91.5K +3,876 +4%
SWP
48
Stratos Wealth Partners
Ohio
$2.2M +$2.2M +93,042 New
US Bancorp
49
US Bancorp
Minnesota
$2.04M -$730K -30,927 -26%
LGA
50
Lebenthal Global Advisors
New York
$1.99M -$218K -9,238 -10%
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