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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

140 hedge funds and large institutions have $1.07B invested in Invesco National AMT-Free Municipal Bond ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+3
Holders Change %
+2.19%
% of All Funds
3.03%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
21
Increased
49
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
PFS Investments
Georgia
+$77.3M
2
Bank of America
Bank of America
North Carolina
+$28.3M
3
IWS
Insight Wealth Strategies
California
+$19.1M
4
UBS Group
UBS Group
Switzerland
+$15.7M
5
BAM
Belpointe Asset Management
Nevada
+$10.5M

Top Sellers

1
Jane Street
Jane Street
New York
-$18.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.99M
3
AssetMark Inc
AssetMark Inc
California
-$3.49M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.39M
5
BCM
Brookstone Capital Management
Illinois
-$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$618K +$34.6K +1,347 +6%
IFA
52
Interactive Financial Advisors
Illinois
$605K -$8.9K -347 -1%
FTS
53
Fifth Third Securities
Ohio
$534K -$21 -1 -0%
DC
54
Davenport & Co
Virginia
$525K +$150K +5,850 +40%
JIP
55
Jaffetilchin Investment Partners
Florida
$520K +$520K +20,262 New
Citigroup
56
Citigroup
New York
$499K +$294K +11,450 +143%
MAFM
57
Mid Atlantic Financial Management
Pennsylvania
$468K +$10.3K +400 +2%
KL
58
KWMG LLC
Kansas
$459K -$6.08K -237 -1%
MIM
59
Moseley Investment Management
Florida
$454K +$454K +17,681 New
ACS
60
Archford Capital Strategies
Illinois
$436K +$3.31K +129 +0.8%
BPC
61
Banque Pictet & Cie
Switzerland
$434K – – –
PNAA
62
Pictet North America Advisors
Switzerland
$434K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$429K +$19.9K +778 +5%
MA
64
Mutual Advisors
Nebraska
$421K +$34.9K +1,360 +9%
CA
65
Continuum Advisory
Idaho
$415K -$588 -23 -0.1%
CAN
66
Cetera Advisor Networks
California
$408K +$170K +6,616 +71%
GIA
67
Gladstone Institutional Advisory
Florida
$407K +$15K +584 +4%
CPA
68
Clear Perspective Advisors
Illinois
$398K – – –
SP
69
Successful Portfolios
Florida
$386K -$12.8K -500 -3%
MWM
70
Mascoma Wealth Management
New Hampshire
$380K +$277K +10,800 +270%
AMG
71
Asset Management Group
Connecticut
$374K +$3.62K +141 +1%
PAS
72
Partnervest Advisory Services
California
$372K +$94.1K +3,671 +34%
AWA
73
Alaska Wealth Advisors
Alaska
$362K -$95.2K -3,713 -21%
BCI
74
Brinker Capital Investments
Pennsylvania
$339K – – –
LNC
75
Lincoln National Corp
Pennsylvania
$335K -$11.4K -443 -3%
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3
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