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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

188 hedge funds and large institutions have $1.4B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 21 closing their positions.

Holders
188
Holders Change
+8
Holders Change %
+4.44%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
56
Reduced
64
Closed
21
Calls
$33K
Puts
$671K
Net Calls
-$638K
Net Calls Change
-$601K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$752M
2
Jane Street
2
Jane Street
New York
$34.1M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$15M
4
Comerica Bank
4
Comerica Bank
Texas
$9.01M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$21M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$2.61M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
AFS
3
Axiom Financial Strategies
Indiana
$0
4
Wells Fargo
4
Wells Fargo
California
$37.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ML
26
McAdam LLC
Pennsylvania
$5.29M +$1.14M +51,533 +28%
CI
27
CX Institutional
Indiana
$5.21M +$5.21M +235,259 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$5.1M +$401K +18,074 +9%
GKWIM
29
Gerber Kawasaki Wealth & Investment Management
California
$3.99M +$926K +41,787 +30%
TIM
30
Tortoise Investment Management
New York
$3.91M -$73.5K -3,318 -2%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$3.8M -$1.3M -58,454 -25%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$3.74M -$1.81M -81,718 -33%
MMA
33
Miracle Mile Advisors
California
$3.4M +$3.4M +153,409 New
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$3.39M +$2.27M +102,238 +201%
SW
35
SteelPeak Wealth
California
$3.37M -$385K -17,366 -10%
Luther King Capital Management (LKCM)
36
Luther King Capital Management (LKCM)
Texas
$3.37M -$3.59M – –
PPWP
37
Proquility Private Wealth Partners
Nevada
$3.36M -$108K -4,864 -3%
FFA
38
First Foundation Advisors
California
$3.36M +$1.69M +76,048 +100%
RJA
39
Raymond James & Associates
Florida
$3.12M -$80.9K -3,650 -3%
CCMG
40
Clark Capital Management Group
Pennsylvania
$3.04M +$3.04M +137,054 New
1WM
41
1900 Wealth Management
Texas
$2.98M -$3.38M -152,419 -53%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$2.95M +$2.95M +132,929 New
TFA
43
Transamerica Financial Advisors
Florida
$2.93M +$334K +15,052 +13%
CAN
44
Cetera Advisor Networks
California
$2.92M +$448K +20,199 +18%
LGA
45
Lebenthal Global Advisors
New York
$2.72M +$848K +38,285 +45%
IWC
46
Integrated Wealth Concepts
Massachusetts
$2.61M -$34.6M -1,559,681 -93%
AHC
47
Anderson Hoagland & Co
Missouri
$2.36M -$283K -12,775 -11%
FHC
48
First Heartland Consultants
Missouri
$2.34M +$42.8K +1,930 +2%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$2.26M -$185K -8,329 -8%
US Bancorp
50
US Bancorp
Minnesota
$2.21M +$285K +12,872 +15%
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