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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

199 hedge funds and large institutions have $1.84B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 52 reducing their positions, and 27 closing their positions.

Holders
199
Holders Change
-4
Holders Change %
-1.97%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
87
Reduced
52
Closed
27
Calls
$83K
Puts
$548K
Net Calls
-$465K
Net Calls Change
-$320K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$52.4M
2
Bank of America
2
Bank of America
North Carolina
$947M
3
Jane Street
3
Jane Street
New York
$11.9M
4
SWP
4
Stratos Wealth Partners
Ohio
$13.9M
5
UBS Group
5
UBS Group
Switzerland
$75.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.3M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$18.5M
3
GAG
3
Goodman Advisory Group
Massachusetts
$18.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$14.6M
5
IAN
5
Integrated Advisors Network
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
51
SteelPeak Wealth
California
$3.35M +$1.13M +47,393 +51%
FHC
52
First Heartland Consultants
Missouri
$2.98M +$115K +4,831 +4%
AWE
53
Avidian Wealth Enterprises
Texas
$2.68M +$1.02M +42,918 +62%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$2.49M +$143K +5,988 +6%
ASN
55
Advisory Services Network
Georgia
$2.45M -$20.5K -861 -0.8%
LGA
56
Lebenthal Global Advisors
New York
$2.33M -$14.5K -607 -0.6%
CCMG
57
Clark Capital Management Group
Pennsylvania
$2.07M -$32.7K -1,373 -2%
UB
58
UMB Bank
Missouri
$2.07M – – –
CA
59
Cetera Advisors
Colorado
$1.74M +$1.11M +46,454 +175%
SWM
60
Spire Wealth Management
Virginia
$1.72M -$8.27K -347 -0.5%
KAS
61
Kestra Advisory Services
Texas
$1.61M +$181K +7,591 +13%
KIG
62
Kowal Investment Group
Wisconsin
$1.58M -$50.7K -2,128 -3%
WA
63
Waverly Advisors
Alabama
$1.56M +$1.56M +65,571 New
RJFSA
64
Raymond James Financial Services Advisors
Florida
$1.49M +$188K +7,904 +15%
IWC
65
Integrated Wealth Concepts
Massachusetts
$1.47M -$2.57K -108 -0.2%
CWM
66
Collaborative Wealth Management
Florida
$1.44M +$171K +7,183 +14%
CIA
67
Concurrent Investment Advisors
Florida
$1.34M +$880K +36,908 +193%
EFS
68
Econ Financial Services
Pennsylvania
$1.31M +$798K +33,474 +154%
LFP
69
Leeward Financial Partners
Washington
$1.31M +$205K +8,623 +19%
PAS
70
Park Avenue Securities
New York
$1.25M +$220K +9,240 +21%
TPCW
71
TD Private Client Wealth
New York
$1.2M +$104K +4,352 +9%
FT
72
Fiduciary Trust
Massachusetts
$1.19M – – –
HighTower Advisors
73
HighTower Advisors
Illinois
$1.18M -$153K -6,414 -12%
GIA
74
Gladstone Institutional Advisory
Florida
$1.14M +$150K +6,285 +15%
PAG
75
Private Advisor Group
New Jersey
$1.12M -$164K -6,889 -13%
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