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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

203 hedge funds and large institutions have $1.77B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 27 closing their positions.

Holders
203
Holders Change
+15
Holders Change %
+7.98%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
43
Increased
63
Reduced
65
Closed
27
Calls
$58K
Puts
$203K
Net Calls
-$145K
Net Calls Change
+$493K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$930M
2
Morgan Stanley
2
Morgan Stanley
New York
$95.8M
3
OPAM
3
Ocean Park Asset Management
California
$30.8M
4
EWA
4
EP Wealth Advisors
California
$29.9M
5
1WM
5
1900 Wealth Management
Texas
$19.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
LPL Financial
2
LPL Financial
California
$32.1M
3
ACA
3
Ackerman Capital Advisors
Texas
$1.02M
4
UBS Group
4
UBS Group
Switzerland
$66.3M
5
IFA
5
Interactive Financial Advisors
Illinois
$400K
Name Holding Trade Value Shares
Change 		Shares
Change %
ML
26
McAdam LLC
Pennsylvania
$7.51M +$1.73M +71,587 +30%
AssetMark Inc
27
AssetMark Inc
California
$7.28M +$279K +11,531 +4%
MMA
28
Miracle Mile Advisors
California
$7.07M +$3.36M +139,072 +91%
US Bancorp
29
US Bancorp
Minnesota
$6.66M +$4.26M +176,024 +177%
RJA
30
Raymond James & Associates
Florida
$6.46M +$3.06M +126,555 +90%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$6.42M -$437K -18,088 -6%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$6.15M +$2M +82,813 +48%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$5.88M +$2.17M +89,861 +59%
IWM
34
IHT Wealth Management
Illinois
$5.63M +$4.62M +191,013 +455%
GKWIM
35
Gerber Kawasaki Wealth & Investment Management
California
$5.35M +$992K +41,038 +23%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$5.24M -$322K -13,324 -6%
ACP
37
Aveo Capital Partners
Colorado
$4.94M +$4.94M +204,334 New
IAN
38
Integrated Advisors Network
Texas
$4.9M +$4.9M +202,725 New
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$4.58M +$499K +20,644 +12%
Renaissance Technologies
40
Renaissance Technologies
New York
$4.36M +$4.36M +180,200 New
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$4.16M +$4.16M +172,067 New
Luther King Capital Management (LKCM)
42
Luther King Capital Management (LKCM)
Texas
$3.71M -$3.37M – –
CAN
43
Cetera Advisor Networks
California
$3.68M +$490K +20,254 +15%
FFA
44
First Foundation Advisors
California
$3.63M -$36.6K -1,515 -1%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$3.56M +$1.47M +60,746 +70%
TIM
46
Tortoise Investment Management
New York
$3.51M -$754K -31,187 -18%
TFA
47
Transamerica Financial Advisors
Florida
$3.17M -$34.5K -1,426 -1%
PPWP
48
Proquility Private Wealth Partners
Nevada
$3.1M -$571K -23,633 -16%
FHC
49
First Heartland Consultants
Missouri
$2.91M +$354K +14,648 +14%
AFTS
50
American Financial & Tax Strategies
New York
$2.87M +$2.87M +123,948 New
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