PZA icon

Invesco National AMT-Free Municipal Bond ETF

66 hedge funds and large institutions have $203M invested in Invesco National AMT-Free Municipal Bond ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
30
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PI
51
Placemark Investments
Illinois
$224K -$501K -20,808 -69%
CA
52
Cetera Advisors
Colorado
$215K
BCM
53
Bares Capital Management
Texas
$209K +$209K +8,668 New
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$168K +$37.8K +1,577 +29%
ClearBridge Investments
55
ClearBridge Investments
New York
$155K +$2.84K +118 +2%
NES
56
New England Securities
New York
$134K -$2.89K -120 -2%
FIG
57
Fusion Investment Group
Pennsylvania
$91K -$765K -31,563 -89%
Deutsche Bank
58
Deutsche Bank
Germany
$54K
US Bancorp
59
US Bancorp
Minnesota
$52K +$36.2K +1,487 +229%
MAS
60
Madden Advisory Services
Florida
$43K
Creative Planning
61
Creative Planning
Kansas
$36K
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$34K +$14.8K +618 +77%
BIM
63
BlackRock Investment Management
Delaware
$24K +$24K +1,000 New
FAM
64
Formidable Asset Management
Ohio
$19K
Northern Trust
65
Northern Trust
Illinois
$11K +$7.25K +28,752 +194%
WA
66
WFG Advisors
Texas
$4K +$22 +1 +0.6%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$4K +$4K +174 New
RCM
68
Rotella Capital Management
Washington
-$778K -33,900 Closed
VKH
69
Virtu KCG Holdings
New York
-$476K -20,740 Closed
BIT
70
BlackRock Institutional Trust
California
-$67K -2,900 Closed
ASN
71
Advisory Services Network
Georgia
-$51K -2,200 Closed
TRCT
72
Tower Research Capital (TRC)
New York
-$34K -1,500 Closed
ST
73
Smithfield Trust
Pennsylvania
-$7K -305 Closed