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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

149 hedge funds and large institutions have $1.19B invested in Invesco National AMT-Free Municipal Bond ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
22
Increased
66
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$500M
2
UBS Group
2
UBS Group
Switzerland
$254M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.2M
4
UBS AM
4
UBS AM
Illinois
$46.9M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$2.28M

Top Sellers

1
MSL
1
Mackay Shields LLC
New York
$45.1M
2
TFA
2
Transamerica Financial Advisors
Florida
$25K
3
TNBTD
3
Trustmark National Bank Trust Department
Mississippi
$59M
4
Jane Street
4
Jane Street
New York
$1.06M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Mascoma Wealth Management
New Hampshire
$984K +$371K +13,982 +61%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$960K +$34.8K +1,312 +4%
PA
53
PFW Advisors
Georgia
$893K +$893K +36,979 New
MIS
54
Morningstar Investment Services
Illinois
$887K +$99K +3,731 +13%
FUBT
55
First United Bank & Trust
Maryland
$863K +$116K +4,355 +15%
IFA
56
Interactive Financial Advisors
Illinois
$835K +$215K +8,111 +35%
APA
57
American Portfolios Advisors
New York
$795K +$80.4K +3,030 +11%
LA
58
LexAurum Advisors
Kansas
$758K +$758K +28,578 New
ACP
59
Aveo Capital Partners
Colorado
$745K +$438K +16,593 +143%
GIA
60
Gladstone Institutional Advisory
Florida
$729K +$153K +5,779 +27%
CM
61
Columbus Macro
Pennsylvania
$704K -$3.85K -145 -0.5%
Renaissance Technologies
62
Renaissance Technologies
New York
$693K -$406K -15,297 -37%
FTS
63
Fifth Third Securities
Ohio
$667K +$68K +2,838 +11%
MAFM
64
Mid Atlantic Financial Management
Pennsylvania
$664K -$106K -3,991 -14%
PCS
65
Personal CFO Solutions
New Jersey
$664K +$664K +25,000 New
NC
66
NewSquare Capital
Pennsylvania
$576K -$57.3K -2,158 -9%
CAN
67
Cetera Advisor Networks
California
$560K +$140K +5,306 +33%
NFG
68
Next Financial Group
Texas
$546K – – –
DC
69
Davenport & Co
Virginia
$534K – – –
MIM
70
Moseley Investment Management
Florida
$527K +$31.8K +1,200 +6%
TC
71
TownSquare Capital
Utah
$506K -$581K -22,079 -53%
SPIA
72
Steward Partners Investment Advisory
New York
$506K +$22.4K +844 +5%
BRWA
73
B. Riley Wealth Advisors
Florida
$506K +$108K +4,078 +27%
BWCS
74
Beirne Wealth Consulting Services
Connecticut
$488K -$488K -18,371 -50%
SW
75
SVB Wealth
Massachusetts
$480K -$432K -16,300 -47%
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