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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 $1.15B invested in Invesco National AMT-Free Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 73 reducing their positions, and 25 closing their positions.

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
46
Reduced
73
Closed
25
Calls
$255K
Puts
$282K
Net Calls
-$27K
Net Calls Change
+$370K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$556M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$48M
3
Ameriprise
3
Ameriprise
Minnesota
$26.8M
4
Wells Fargo
4
Wells Fargo
California
$31.9M
5
CIM
5
Confluence Investment Management
Missouri
$8.62M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$45M
2
TNBTD
2
Trustmark National Bank Trust Department
Mississippi
$34.4M
3
1WM
3
1900 Wealth Management
Texas
$10.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.73M
5
FCBT
5
First Citizens Bank & Trust
North Carolina
$834K
Name Market Value Shares Shares
Change 		Shares
Change %
AT
51
Arden Trust
Delaware
$2.02M 88,135 – –
Truist Financial
52
Truist Financial
North Carolina
$2.01M 87,560 -19,007 -18%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$1.83M 79,968 -50,764 -39%
SW
54
SteelPeak Wealth
California
$1.78M 77,793 -37,921 -33%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$1.73M 75,266 -213,641 -74%
Charles Schwab
56
Charles Schwab
California
$1.71M 74,667 +36,455 +95%
AA
57
AlphaQ Advisors
Florida
$1.62M 70,805 +70,805 New
SWM
58
Spire Wealth Management
Virginia
$1.4M 61,041 -2,472 -4%
AA
59
Advisory Alpha
Michigan
$1.4M 61,009 -5,550 -8%
SFG
60
StrategIQ Financial Group
Indiana
$1.4M 60,990 -30,094 -33%
AWM
61
AE Wealth Management
Kansas
$1.38M 60,154 -78,788 -57%
HighTower Advisors
62
HighTower Advisors
Illinois
$1.31M 57,196 -8,148 -12%
AFP
63
Ausdal Financial Partners
Iowa
$1.26M 54,726 -13,385 -20%
CS
64
Comerica Securities
Michigan
$1.15M 50,247 +14,640 +41%
Prudential Financial
65
Prudential Financial
New Jersey
$1.15M 49,975 -25,363 -34%
BWM
66
BCGM Wealth Management
Indiana
$1.12M 48,948 -11,305 -19%
JJBC
67
James J. Burns & Company
New York
$1.09M 47,462 +348 +0.7%
DAS
68
Dynamic Advisor Solutions
Arizona
$1.02M 44,546 -6,902 -13%
GIA
69
Gladstone Institutional Advisory
Florida
$1.01M 43,921 +265 +0.6%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$1.01M 43,820 -48,617 -53%
MWM
71
Mascoma Wealth Management
New Hampshire
$955K 41,614 -4,816 -10%
SPC
72
Sigma Planning Corp
Michigan
$932K 40,644 -18,605 -31%
TC
73
TownSquare Capital
Utah
$910K 39,651 +6,347 +19%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$884K 38,529 -14,273 -27%
NC
75
NewSquare Capital
Pennsylvania
$848K 36,949 -7,105 -16%
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