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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

229 hedge funds and large institutions have $2.19B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+12
Holders Change %
+5.53%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
84
Reduced
75
Closed
24
Calls
$227K
Puts
$47K
Net Calls
+$180K
Net Calls Change
+$911K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.17B
2
AAS
2
Annex Advisory Services
Wisconsin
$16.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$13.1M
4
LPL Financial
4
LPL Financial
California
$48.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$60.2M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.77M
2
TNBTD
2
Trustmark National Bank Trust Department
Mississippi
$9.3M
3
BIP
3
Blueprint Investment Partners
North Carolina
$0
4
Ameriprise
4
Ameriprise
Minnesota
$37.3M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$965K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$12.2M +$209K +8,858 +2%
AF
27
Allworth Financial
California
$11.9M +$452K +19,228 +4%
Comerica Bank
28
Comerica Bank
Texas
$11.8M -$24.2K -1,027 -0.2%
Truist Financial
29
Truist Financial
North Carolina
$10.9M +$2.27M +95,958 +26%
TNBTD
30
Trustmark National Bank Trust Department
Mississippi
$9.3M -$5.86M -248,206 -39%
GKWIM
31
Gerber Kawasaki Wealth & Investment Management
California
$8.99M -$6.87K -291 -0.1%
US Bancorp
32
US Bancorp
Minnesota
$8.9M +$281K +11,902 +3%
Jane Street
33
Jane Street
New York
$8.84M +$8.14M +344,608 +1,164%
AHC
34
Anderson Hoagland & Co
Missouri
$8.67M -$610K -25,990 -7%
SI
35
Seeds Investor
New York
$8.26M +$8.26M +349,904 New
IAA
36
Independent Advisor Alliance
North Carolina
$8.25M +$8.25M +349,463 New
CIM
37
Confluence Investment Management
Missouri
$7.86M -$91.6K -3,880 -1%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$7.83M -$92.3K -3,909 -1%
ML
39
McAdam LLC
Pennsylvania
$7.79M +$522K +22,108 +7%
AssetMark Inc
40
AssetMark Inc
California
$7.39M -$111K -4,683 -1%
SA
41
Stewardship Advisors
Pennsylvania
$6.91M +$322K +13,655 +5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$6.9M +$133K +5,636 +2%
IWM
43
IHT Wealth Management
Illinois
$6.64M +$332K +14,074 +5%
TIA
44
Traphagen Investment Advisors
New Jersey
$5.26M -$544K -23,054 -9%
ACP
45
Aveo Capital Partners
Colorado
$5M -$1.65K -70 -0%
MAS
46
Meeder Advisory Services
Ohio
$4.98M +$422K +17,894 +9%
FFA
47
First Foundation Advisors
California
$4.85M -$2.93M -124,037 -38%
ATS
48
Ashton Thomas Securities
New York
$4.45M +$521K +22,060 +13%
CCMG
49
Clark Capital Management Group
Pennsylvania
$4.38M +$1.31M +55,367 +43%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$3.89M -$586K -24,812 -13%
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