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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

125 hedge funds and large institutions have $973M invested in Invesco National AMT-Free Municipal Bond ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-8
Holders Change %
-6.02%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
45
Reduced
37
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$486M
2
UBS Group
UBS Group
Switzerland
$193M
3
Jane Street
Jane Street
New York
$8.03M
4
UBS AM
UBS AM
Illinois
$34.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.8M

Top Sellers

1
LPL Financial
LPL Financial
California
$21.4M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
RCM
Robinson Capital Management
Michigan
$0
4
Wells Fargo
Wells Fargo
California
$11M
5
SCA
Snowden Capital Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
51
Financial Advocates Investment Management
Washington
$515K -$267K -10,642 -34%
MIS
52
Morningstar Investment Services
Illinois
$484K +$93K +3,702 +24%
SSB
53
Sandy Spring Bank
Maryland
$468K +$468K +18,589 New
APA
54
American Portfolios Advisors
New York
$463K +$1.46K +58 +0.3%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$461K +$170K +6,749 +58%
SFG
56
StrategIQ Financial Group
Indiana
$459K +$18.4K +731 +4%
CAN
57
Cetera Advisor Networks
California
$444K -$34.2K -1,363 -7%
SP
58
Successful Portfolios
Florida
$441K -$2.51K -100 -0.6%
CPA
59
Clear Perspective Advisors
Illinois
$440K – – –
SPC
60
Sigma Planning Corp
Michigan
$434K +$21.1K +839 +5%
CA
61
Continuum Advisory
Idaho
$424K -$101 -4 -0%
SPIA
62
Steward Partners Investment Advisory
New York
$421K -$5.62K -224 -1%
MA
63
Mutual Advisors
Nebraska
$419K – – –
LNC
64
Lincoln National Corp
Pennsylvania
$410K -$258K -10,243 -39%
TFS
65
TrustCore Financial Services
Tennessee
$377K +$377K +15,000 New
PAS
66
Partnervest Advisory Services
California
$376K +$108K +4,287 +40%
BRWA
67
B. Riley Wealth Advisors
Florida
$376K +$376K +14,924 New
FA
68
FDx Advisors
Illinois
$371K -$94.9K -3,771 -20%
BWM
69
BerganKDV Wealth Management
Minnesota
$360K +$75.5K +3,005 +27%
Citigroup
70
Citigroup
New York
$357K -$21.3K -847 -6%
BPC
71
Banque Pictet & Cie
Switzerland
$327K – – –
PNAA
72
Pictet North America Advisors
Switzerland
$327K – – –
Deutsche Bank
73
Deutsche Bank
Germany
$324K +$324K +12,914 New
EWA
74
Exencial Wealth Advisors
Oklahoma
$320K +$428 +17 +0.1%
DC
75
Davenport & Co
Virginia
$319K +$319K +12,670 New
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3
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