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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

217 hedge funds and large institutions have $1.99B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 18 closing their positions.

Holders
217
Holders Change
+6
Holders Change %
+2.84%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
25
Increased
83
Reduced
74
Closed
18
Calls
$114K
Puts
$845K
Net Calls
-$731K
Net Calls Change
+$141K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.04B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$14M
3
BIP
3
Blueprint Investment Partners
North Carolina
$5.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$33M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$61M

Top Sellers

1
TNBTD
1
Trustmark National Bank Trust Department
Mississippi
$15.5M
2
Jane Street
2
Jane Street
New York
$715K
3
Morgan Stanley
3
Morgan Stanley
New York
$44.5M
4
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$3.63M
5
EC
5
Elequin Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
51
Tortoise Investment Management
New York
$3.18M -$98.1K -4,064 -3%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$3.15M -$758K -31,378 -19%
CCMG
53
Clark Capital Management Group
Pennsylvania
$3.14M +$42.6K +1,765 +1%
FHC
54
First Heartland Consultants
Missouri
$2.98M -$88.7K -3,672 -3%
SW
55
SteelPeak Wealth
California
$2.82M -$127K -5,244 -4%
Prudential Financial
56
Prudential Financial
New Jersey
$2.6M +$533K +22,075 +26%
ASN
57
Advisory Services Network
Georgia
$2.46M – – –
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$2.41M +$237K +9,823 +11%
KAS
59
Kestra Advisory Services
Texas
$2.2M -$271K -11,216 -11%
LGA
60
Lebenthal Global Advisors
New York
$2.12M -$143K -5,938 -6%
UB
61
UMB Bank
Missouri
$2.08M -$8.84K -366 -0.4%
PAS
62
Park Avenue Securities
New York
$1.99M -$58.2K -2,409 -3%
WA
63
Waverly Advisors
Alabama
$1.72M -$45.4K -1,880 -3%
SWM
64
Spire Wealth Management
Virginia
$1.67M -$85.5K -3,541 -5%
PAG
65
Private Advisor Group
New Jersey
$1.6M +$466K +19,309 +41%
CWM
66
Collaborative Wealth Management
Florida
$1.58M +$58.4K +2,418 +4%
IWC
67
Integrated Wealth Concepts
Massachusetts
$1.56M +$224K +9,268 +17%
TPCW
68
TD Private Client Wealth
New York
$1.55M -$108K -4,465 -7%
KIG
69
Kowal Investment Group
Wisconsin
$1.53M -$17.9K -742 -1%
PBF
70
Petix & Botte Financial
California
$1.5M -$34.7K -1,438 -2%
MAM
71
MMA Asset Management
Pennsylvania
$1.48M +$739K +31,706 +100%
GIA
72
Gladstone Institutional Advisory
Florida
$1.42M +$227K +9,413 +19%
LFP
73
Leeward Financial Partners
Washington
$1.4M +$43.6K +1,806 +3%
KeyBank National Association
74
KeyBank National Association
Ohio
$1.35M +$1.35M +56,105 New
FZCM
75
Flynn Zito Capital Management
New York
$1.3M +$45K +1,864 +4%
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3
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