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Invesco National AMT-Free Municipal Bond ETF

188 hedge funds and large institutions have $1.4B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 21 closing their positions.

Holders
188
Holders Change
+8
Holders Change %
+4.44%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
56
Reduced
64
Closed
21
Calls
$33K
Puts
$671K
Net Calls
-$638K
Net Calls Change
-$601K
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$2.12M +$60.2K +2,717 +3%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$1.91M -$656K -29,623 -26%
NA
53
NewEdge Advisors
Louisiana
$1.65M -$47.2K -2,128 -3%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$1.64M +$246K +11,080 +18%
SFG
55
StrategIQ Financial Group
Indiana
$1.48M +$5.43K +245 +0.4%
ACM
56
AlphaStar Capital Management
North Carolina
$1.46M +$736K +32,171 +102%
PBF
57
Petix & Botte Financial
California
$1.41M +$643K +29,000 +84%
HighTower Advisors
58
HighTower Advisors
Illinois
$1.34M +$87.5K +3,958 +7%
Northern Trust
59
Northern Trust
Illinois
$1.24M +$814K +36,755 +191%
PAS
60
Park Avenue Securities
New York
$1.23M +$955K +43,093 +346%
FT
61
Fiduciary Trust
Massachusetts
$1.11M
PAG
62
Private Advisor Group
New Jersey
$1.11M +$109K +4,902 +11%
AA
63
Advisory Alpha
Michigan
$1.09M -$112K -5,059 -9%
KAS
64
Kestra Advisory Services
Texas
$1.08M -$338K -15,271 -24%
AWE
65
Avidian Wealth Enterprises
Texas
$1.06M +$698K +31,494 +193%
CWM
66
Collaborative Wealth Management
Florida
$1.06M +$466K +21,043 +79%
TPCW
67
TD Private Client Wealth
New York
$1.02M +$39.8K +1,794 +4%
AWM
68
AE Wealth Management
Kansas
$1M -$139K -6,260 -12%
TC
69
TownSquare Capital
Utah
$956K -$1.65M -74,393 -63%
CS
70
Comerica Securities
Michigan
$954K +$94.8K +4,279 +11%
Creative Planning
71
Creative Planning
Kansas
$946K +$624K +28,158 +194%
FZCM
72
Flynn Zito Capital Management
New York
$936K -$1.13K -51 -0.1%
IWM
73
IHT Wealth Management
Illinois
$931K -$109K -4,913 -10%
MFG
74
Merit Financial Group
Georgia
$918K +$918K +41,405 New
LFP
75
Leeward Financial Partners
Washington
$906K +$127K +5,736 +16%