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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

79 hedge funds and large institutions have $400M invested in Invesco National AMT-Free Municipal Bond ETF in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
30
Reduced
20
Closed
8
Calls
$427K
Puts
$333K
Net Calls
+$94K
Net Calls Change
+$905K

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$56.7M
2
CPO
2
Cerity Partners OCIO
New York
$21.5M
3
Wells Fargo
3
Wells Fargo
California
$26.6M
4
MAA
4
Managed Account Advisors
New Jersey
$30M
5
ACM
5
Ashford Capital Management
Delaware
$11M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$9.75M
2
Stifel Financial
2
Stifel Financial
Missouri
$6.82M
3
Bank of America
3
Bank of America
North Carolina
$95M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$542K
Name Holding Trade Value Shares
Change 		Shares
Change %
LS
51
Lattice Strategies
Pennsylvania
$300K – – –
Invesco
52
Invesco
Georgia
$277K -$5.42K -213 -2%
BFG
53
Bouchey Financial Group
New York
$262K – – –
BA
54
Boston Advisors
Massachusetts
$260K – – –
SWP
55
Stratos Wealth Partners
Ohio
$243K +$243K +9,560 New
CA
56
Cetera Advisors
Colorado
$227K – – –
CTB
57
Country Trust Bank
Illinois
$221K +$4.37K +172 +2%
YP
58
Yellowstone Partners
Idaho
$219K +$219K +8,626 New
Citigroup
59
Citigroup
New York
$215K -$12.6K -496 -6%
NES
60
New England Securities
New York
$162K +$18.2K +714 +13%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$143K +$143K +5,640 New
ClearBridge Investments
62
ClearBridge Investments
New York
$97K -$24.3K -955 -20%
WEC
63
Winslow Evans & Crocker
Massachusetts
$76.2K +$76.2K +3,000 New
US Bancorp
64
US Bancorp
Minnesota
$74K +$31.8K +1,242 +75%
W
65
Wealthfront
California
$69K +$69K +2,703 New
ASN
66
Advisory Services Network
Georgia
$57K +$57K +2,200 New
NPC
67
National Planning Corporation
California
$51.4K +$51.4K +2,000 New
Deutsche Bank
68
Deutsche Bank
Germany
$50K -$6.25K -250 -11%
Creative Planning
69
Creative Planning
Kansas
$45K +$7.05K +280 +19%
MAS
70
Madden Advisory Services
Florida
$42K – – –
FAM
71
Formidable Asset Management
Ohio
$20K – – –
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$20K – – –
SSB
73
Sandy Spring Bank
Maryland
$11K – – –
AIP
74
Ameritas Investment Partners
Nebraska
$11K +$11K +460 New
FMII
75
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
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