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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

74 hedge funds and large institutions have $291M invested in Invesco National AMT-Free Municipal Bond ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
9
Increased
36
Reduced
19
Closed
6
Calls
$126K
Puts
$937K
Net Calls
-$811K
Net Calls Change
-$934K

Top Buyers

1
BTS
BB&T Securities
Virginia
$19.2M
2
MAA
Managed Account Advisors
New Jersey
$17.5M
3
Stifel Financial
Stifel Financial
Missouri
$9.45M
4
U
UBS
Switzerland
$21M
5
TNBTD
Trustmark National Bank Trust Department
Mississippi
$14.9M

Top Sellers

1
UBS AM
UBS AM
Illinois
$8.94M
2
FAAS
First Allied Advisory Services
California
$855K
3
Bank of America
Bank of America
North Carolina
$95.8M
4
NCM
Newgate Capital Management
Connecticut
$0
5
JG
Jefferies Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
$279K -$3.57K -142 -1%
BFG
52
Bouchey Financial Group
New York
$259K +$259K +10,300 New
BA
53
Boston Advisors
Massachusetts
$257K +$50.2K +2,000 +24%
CPO
54
Cerity Partners OCIO
New York
$248K +$931 +37 +0.4%
First Trust Advisors
55
First Trust Advisors
Illinois
$244K -$215K -8,551 -47%
Citigroup
56
Citigroup
New York
$225K -$54.6K -2,174 -20%
CA
57
Cetera Advisors
Colorado
$224K – – –
CNB
58
City National Bank
California
$214K +$2.08K +83 +1%
CTB
59
Country Trust Bank
Illinois
$214K +$13.2K +525 +7%
NES
60
New England Securities
New York
$142K -$32.9K -1,310 -19%
ClearBridge Investments
61
ClearBridge Investments
New York
$120K -$11.7K -464 -9%
NFG
62
Next Financial Group
Texas
$117K +$117K +4,639 New
PAG
63
Private Advisor Group
New Jersey
$79K +$79K +3,154 New
Deutsche Bank
64
Deutsche Bank
Germany
$56K – – –
MAS
65
Madden Advisory Services
Florida
$41K -$3.12K -125 -7%
US Bancorp
66
US Bancorp
Minnesota
$41K +$4.03K +162 +11%
Creative Planning
67
Creative Planning
Kansas
$38K – – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$32K – – –
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$20K – – –
FAM
70
Formidable Asset Management
Ohio
$19K – – –
SSB
71
Sandy Spring Bank
Maryland
$11K +$11K +450 New
FMII
72
Farmers & Merchants Investments Inc
Nebraska
$9K +$9K +365 New
JFA
73
JNBA Financial Advisors
Minnesota
$5K – – –
ANBT
74
American National Bank & Trust
Texas
$4K +$4K +150 New
NG
75
NatWest Group
United Kingdom
$208 +$208 +8,300 New
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