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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

211 hedge funds and large institutions have $1.91B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 64 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+12
Holders Change %
+6.03%
% of All Funds
3.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
84
Reduced
64
Closed
10
Calls
$123K
Puts
$995K
Net Calls
-$872K
Net Calls Change
-$407K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$983M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$48.5M
3
Truist Financial
3
Truist Financial
North Carolina
$8.45M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$28.6M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.84M

Top Sellers

1
CI
1
CX Institutional
Indiana
$14.4M
2
Jane Street
2
Jane Street
New York
$7.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.5M
4
UBS Group
4
UBS Group
Switzerland
$71.1M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
51
Luther King Capital Management (LKCM)
Texas
$3.24M -$3.65M – –
TIM
52
Tortoise Investment Management
New York
$3.21M -$280K -11,835 -8%
CCMG
53
Clark Capital Management Group
Pennsylvania
$3.04M +$982K +41,462 +48%
SW
54
SteelPeak Wealth
California
$2.89M -$436K -18,411 -13%
ASN
55
Advisory Services Network
Georgia
$2.46M +$19K +801 +0.8%
KAS
56
Kestra Advisory Services
Texas
$2.42M +$823K +34,776 +52%
LGA
57
Lebenthal Global Advisors
New York
$2.22M -$92.6K -3,910 -4%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$2.13M -$340K -14,359 -14%
UB
59
UMB Bank
Missouri
$2.05M – – –
Prudential Financial
60
Prudential Financial
New Jersey
$2.03M +$928K +39,182 +84%
PAS
61
Park Avenue Securities
New York
$2.01M +$768K +32,433 +62%
WA
62
Waverly Advisors
Alabama
$1.73M +$182K +7,672 +12%
SWM
63
Spire Wealth Management
Virginia
$1.72M +$11.5K +486 +0.7%
AWE
64
Avidian Wealth Enterprises
Texas
$1.71M -$950K -40,101 -36%
TPCW
65
TD Private Client Wealth
New York
$1.62M +$434K +18,325 +37%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$1.56M +$1.56M +65,867 New
KIG
67
Kowal Investment Group
Wisconsin
$1.52M -$52.3K -2,209 -3%
PBF
68
Petix & Botte Financial
California
$1.5M +$751K +31,726 +100%
CWM
69
Collaborative Wealth Management
Florida
$1.49M +$64.4K +2,721 +5%
EC
70
Elequin Capital
New York
$1.46M +$1.46M +61,447 New
LFP
71
Leeward Financial Partners
Washington
$1.33M +$35.8K +1,512 +3%
ACA
72
Ackerman Capital Advisors
Texas
$1.31M +$199K +8,404 +18%
IWC
73
Integrated Wealth Concepts
Massachusetts
$1.31M -$149K -6,288 -10%
EFS
74
Econ Financial Services
Pennsylvania
$1.31M +$1.73K +73 +0.1%
FZCM
75
Flynn Zito Capital Management
New York
$1.23M +$159K +6,698 +15%
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