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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

229 hedge funds and large institutions have $2.19B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+12
Holders Change %
+5.53%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
84
Reduced
75
Closed
24
Calls
$227K
Puts
$47K
Net Calls
+$180K
Net Calls Change
+$911K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.17B
2
AAS
2
Annex Advisory Services
Wisconsin
$16.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$13.1M
4
LPL Financial
4
LPL Financial
California
$48.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$60.2M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.77M
2
TNBTD
2
Trustmark National Bank Trust Department
Mississippi
$9.3M
3
BIP
3
Blueprint Investment Partners
North Carolina
$0
4
Ameriprise
4
Ameriprise
Minnesota
$37.3M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$965K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$3.72M -$505K -21,387 -12%
TIM
52
Tortoise Investment Management
New York
$3.09M -$19.2K -815 -0.6%
PAS
53
Park Avenue Securities
New York
$2.96M +$1.01M +42,790 +52%
SW
54
SteelPeak Wealth
California
$2.78M +$15.4K +654 +0.6%
Renaissance Technologies
55
Renaissance Technologies
New York
$2.77M -$10.9M -460,564 -80%
FHC
56
First Heartland Consultants
Missouri
$2.71M -$200K -8,458 -7%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$2.64M -$443K -18,758 -14%
KeyBank National Association
58
KeyBank National Association
Ohio
$2.5M +$1.18M +49,892 +89%
ASN
59
Advisory Services Network
Georgia
$2.45M -$2.39K -101 -0.1%
PBF
60
Petix & Botte Financial
California
$2.43M +$964K +40,818 +66%
AIA
61
AssuredPartners Investment Advisors
Florida
$2.3M +$2.3M +97,305 New
PPWP
62
Proquility Private Wealth Partners
Nevada
$2.21M -$2.83M -119,865 -56%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$2.18M -$178K -7,521 -8%
LGA
64
Lebenthal Global Advisors
New York
$2.17M +$95.8K +4,056 +5%
PS
65
Principal Securities
Iowa
$2.07M +$845K +35,806 +69%
UB
66
UMB Bank
Missouri
$2.01M -$24.8K -1,050 -1%
TPCW
67
TD Private Client Wealth
New York
$1.86M +$352K +14,921 +23%
IWC
68
Integrated Wealth Concepts
Massachusetts
$1.82M +$291K +12,317 +19%
SWM
69
Spire Wealth Management
Virginia
$1.67M +$38.8K +1,642 +2%
KAS
70
Kestra Advisory Services
Texas
$1.65M -$503K -21,299 -23%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$1.59M +$406K +17,203 +34%
WA
72
Waverly Advisors
Alabama
$1.56M -$123K -5,200 -7%
PAG
73
Private Advisor Group
New Jersey
$1.49M -$74K -3,133 -5%
LFP
74
Leeward Financial Partners
Washington
$1.46M +$83.7K +3,545 +6%
CWM
75
Collaborative Wealth Management
Florida
$1.39M -$150K -6,333 -10%
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