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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

177 hedge funds and large institutions have $1.14B invested in Invesco National AMT-Free Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 21 closing their positions.

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
28
Increased
70
Reduced
35
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.6M
2
AHC
2
Anderson Hoagland & Co
Missouri
$2.47M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.95M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$21.3M
5
SWRP
5
Summit Wealth & Retirement Planning
California
$5.05M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$103M
2
Bank of America
2
Bank of America
North Carolina
$615M
3
RBA
3
Richard Bernstein Advisors
New York
$0
4
MSL
4
Mackay Shields LLC
New York
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
51
Gladstone Institutional Advisory
Florida
$1.28M +$203K +7,501 +19%
Citigroup
52
Citigroup
New York
$1.27M +$921K +33,967 +268%
APA
53
American Portfolios Advisors
New York
$1.21M +$67.2K +2,477 +6%
MWM
54
Mascoma Wealth Management
New Hampshire
$1.21M +$1.21M +44,583 New
BAM
55
Belpointe Asset Management
Nevada
$1.11M -$96.1K -3,546 -8%
Truist Financial
56
Truist Financial
North Carolina
$1.1M -$54.3K -2,003 -5%
NCG
57
Newport Capital Group
New Jersey
$983K +$983K +36,262 New
FWP
58
FAS Wealth Partners
Kansas
$955K +$506K +18,659 +113%
SCA
59
Snowden Capital Advisors
New York
$942K -$95.7K -3,529 -9%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$893K +$18.1K +669 +2%
KAS
61
Kestra Advisory Services
Texas
$891K +$303K +11,176 +52%
LGA
62
Lebenthal Global Advisors
New York
$860K +$860K +31,749 New
William Blair & Company
63
William Blair & Company
Illinois
$830K -$34.1K -1,259 -4%
FTUS
64
Flow Traders U.S.
New York
$787K -$619K -22,827 -44%
GWM
65
Gray Wealth Management
Maine
$780K – – –
FTS
66
Fifth Third Securities
Ohio
$730K +$58.7K +2,166 +9%
Creative Planning
67
Creative Planning
Kansas
$675K +$122K +4,496 +22%
CAN
68
Cetera Advisor Networks
California
$618K -$8.98K -331 -1%
MIM
69
Moseley Investment Management
Florida
$617K +$113K +3,089 +23%
TC
70
TownSquare Capital
Utah
$616K +$93.2K +3,437 +18%
MA
71
Mutual Advisors
Nebraska
$594K +$75.2K +2,774 +15%
DWT
72
Dorsey & Whitney Trust
South Dakota
$593K – – –
DC
73
Davenport & Co
Virginia
$592K +$64.8K +2,391 +12%
FHC
74
First Heartland Consultants
Missouri
$572K – – –
WS
75
Wedbush Securities
California
$569K -$8.61K -318 -1%
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3
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