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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

71 hedge funds and large institutions have $245M invested in Invesco National AMT-Free Municipal Bond ETF in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
32
Reduced
22
Closed
5
Calls
$123K
Puts
–
Net Calls
+$123K
Net Calls Change
+$123K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$95.1M
2
TNBTD
Trustmark National Bank Trust Department
Mississippi
$9.52M
3
U
UBS
Switzerland
$15.5M
4
MAA
Managed Account Advisors
New Jersey
$6.99M
5
RJA
Raymond James & Associates
Florida
$2.02M

Top Sellers

1
UBS AM
UBS AM
Illinois
$8.58M
2
ACM
Ashford Capital Management
Delaware
$4.76M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$523K
4
Invesco
Invesco
Georgia
$277K
5
LPL Financial
LPL Financial
California
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
51
Placemark Investments
Illinois
$254K +$23.9K +969 +10%
PMG
52
ProVise Management Group
Florida
$247K +$247K +10,000 New
CPO
53
Cerity Partners OCIO
New York
$242K -$6.14K -249 -2%
CA
54
Cetera Advisors
Colorado
$220K – – –
KFS
55
KMS Financial Services
Washington
$209K +$209K +8,492 New
CNB
56
City National Bank
California
$208K +$208K +8,443 New
BA
57
Boston Advisors
Massachusetts
$203K +$203K +8,235 New
MFBTD
58
MB Financial Bank - Trust Department
Illinois
$201K +$201K +8,150 New
CTB
59
Country Trust Bank
Illinois
$197K +$197K +7,986 New
NES
60
New England Securities
New York
$172K +$34.6K +1,401 +25%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$137K -$36.6K -1,479 -21%
ClearBridge Investments
62
ClearBridge Investments
New York
$129K -$29.7K -1,205 -19%
Deutsche Bank
63
Deutsche Bank
Germany
$55K – – –
MAS
64
Madden Advisory Services
Florida
$44K – – –
US Bancorp
65
US Bancorp
Minnesota
$37K -$16.2K -650 -30%
Creative Planning
66
Creative Planning
Kansas
$37K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$31K +$26.8K +1,097 +630%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$20K -$15.5K -618 -44%
FAM
69
Formidable Asset Management
Ohio
$19K – – –
Northern Trust
70
Northern Trust
Illinois
$12K +$961 +3,796 +9%
JFA
71
JNBA Financial Advisors
Minnesota
$5K +$5K +200 New
BIT
72
BlackRock Institutional Trust
California
$2K +$2K +95 New
FBFS
73
First Business Financial Services
Wisconsin
– -$447K -18,517 Closed
YP
74
Yellowstone Partners
Idaho
– -$338K -14,005 Closed
BCM
75
Bares Capital Management
Texas
– -$209K -8,668 Closed
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