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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

180 hedge funds and large institutions have $1.44B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
180
Holders Change
+9
Holders Change %
+5.26%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
62
Reduced
59
Closed
13
Calls
$76K
Puts
$113K
Net Calls
-$37K
Net Calls Change
+$238K

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$39.6M
2
Bank of America
2
Bank of America
North Carolina
$761M
3
LPL Financial
3
LPL Financial
California
$47.1M
4
Wells Fargo
4
Wells Fargo
California
$45M
5
EWA
5
EP Wealth Advisors
California
$10.3M

Top Sellers

1
GAG
1
Goodman Advisory Group
Massachusetts
$4.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$401K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.61M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.48M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Spire Wealth Management
Virginia
$1.86M +$32.1K +1,359 +2%
NA
52
NewEdge Advisors
Louisiana
$1.81M +$29K +1,228 +2%
FFA
53
First Foundation Advisors
California
$1.79M +$1.79M +75,718 New
PMG
54
ProVise Management Group
Florida
$1.77M +$936K +39,655 +112%
SFG
55
StrategIQ Financial Group
Indiana
$1.57M +$119K +5,037 +8%
KAS
56
Kestra Advisory Services
Texas
$1.51M -$992K -42,018 -40%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$1.48M -$4.5M -190,565 -75%
HighTower Advisors
58
HighTower Advisors
Illinois
$1.34M -$77.3K -3,267 -5%
JJBC
59
James J. Burns & Company
New York
$1.3M +$5.69K +241 +0.4%
AA
60
Advisory Alpha
Michigan
$1.28M -$130K -5,488 -9%
AWM
61
AE Wealth Management
Kansas
$1.21M -$219K -9,272 -15%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$1.2M +$512K +21,678 +74%
Prudential Financial
63
Prudential Financial
New Jersey
$1.18M +$2.1K +89 +0.2%
FT
64
Fiduciary Trust
Massachusetts
$1.18M +$1.18M +50,000 New
IWM
65
IHT Wealth Management
Illinois
$1.11M -$2.48K -105 -0.2%
PAG
66
Private Advisor Group
New Jersey
$1.06M +$625K +26,496 +143%
TPCW
67
TD Private Client Wealth
New York
$1.04M +$95.3K +4,039 +10%
GIA
68
Gladstone Institutional Advisory
Florida
$1.03M -$40.6K -1,720 -4%
FZCM
69
Flynn Zito Capital Management
New York
$998K +$27.5K +1,165 +3%
AC
70
ASB Consultores
Florida
$961K +$477K +20,202 +98%
Truist Financial
71
Truist Financial
North Carolina
$945K +$945K +40,027 New
BWM
72
BCGM Wealth Management
Indiana
$934K -$19.3K -816 -2%
CS
73
Comerica Securities
Michigan
$915K +$75.4K +3,196 +9%
MWM
74
Mascoma Wealth Management
New Hampshire
$891K +$27.6K +1,181 +3%
PA
75
PFW Advisors
Georgia
$873K +$873K +37,516 New
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