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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

203 hedge funds and large institutions have $1.77B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 27 closing their positions.

Holders
203
Holders Change
+15
Holders Change %
+7.98%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
43
Increased
63
Reduced
65
Closed
27
Calls
$58K
Puts
$203K
Net Calls
-$145K
Net Calls Change
+$493K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$930M
2
Morgan Stanley
2
Morgan Stanley
New York
$95.8M
3
OPAM
3
Ocean Park Asset Management
California
$30.8M
4
EWA
4
EP Wealth Advisors
California
$29.9M
5
1WM
5
1900 Wealth Management
Texas
$19.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
LPL Financial
2
LPL Financial
California
$32.1M
3
ACA
3
Ackerman Capital Advisors
Texas
$1.02M
4
UBS Group
4
UBS Group
Switzerland
$66.3M
5
IFA
5
Interactive Financial Advisors
Illinois
$400K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$2.51M +$2.16M +89,323 +614%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$2.38M -$87.6K -3,625 -4%
LGA
53
Lebenthal Global Advisors
New York
$2.38M -$588K -24,312 -20%
SW
54
SteelPeak Wealth
California
$2.25M -$1.43M -58,944 -39%
CCMG
55
Clark Capital Management Group
Pennsylvania
$2.13M -$1.18M -48,930 -36%
SWP
56
Stratos Wealth Partners
Ohio
$2.11M -$208K -8,587 -9%
UB
57
UMB Bank
Missouri
$2.1M +$1.58M +65,500 +309%
SWM
58
Spire Wealth Management
Virginia
$1.72M +$1.72M +72,373 New
AWE
59
Avidian Wealth Enterprises
Texas
$1.68M +$524K +21,656 +45%
KIG
60
Kowal Investment Group
Wisconsin
$1.65M +$829K +34,299 +100%
PBF
61
Petix & Botte Financial
California
$1.53M – – –
SFG
62
StrategIQ Financial Group
Indiana
$1.53M -$90.7K -3,751 -6%
IWC
63
Integrated Wealth Concepts
Massachusetts
$1.49M -$1.35M -55,952 -48%
KAS
64
Kestra Advisory Services
Texas
$1.45M +$269K +11,132 +23%
EMAM
65
Encompass More Asset Management
California
$1.42M +$1.42M +58,579 New
HighTower Advisors
66
HighTower Advisors
Illinois
$1.35M -$117K -4,859 -8%
AA
67
Advisory Alpha
Michigan
$1.33M +$139K +5,755 +12%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$1.32M -$470K -19,457 -26%
PAG
69
Private Advisor Group
New Jersey
$1.31M +$99.4K +4,112 +8%
CWM
70
Collaborative Wealth Management
Florida
$1.28M +$129K +5,340 +11%
FT
71
Fiduciary Trust
Massachusetts
$1.21M – – –
Charles Schwab
72
Charles Schwab
California
$1.14M +$1.14M +47,226 New
LFP
73
Leeward Financial Partners
Washington
$1.12M +$129K +5,338 +13%
TPCW
74
TD Private Client Wealth
New York
$1.11M – – –
PAS
75
Park Avenue Securities
New York
$1.05M -$296K -12,245 -22%
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