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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

86 hedge funds and large institutions have $455M invested in Invesco National AMT-Free Municipal Bond ETF in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
+8
Holders Change %
+10.26%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
32
Reduced
20
Closed
8
Calls
$380K
Puts
$293K
Net Calls
+$87K
Net Calls Change
-$446K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$65.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.9M
3
LPL Financial
3
LPL Financial
California
$12.8M
4
Bank of America
4
Bank of America
North Carolina
$189M
5
Morgan Stanley
5
Morgan Stanley
New York
$28.1M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$1.85M
2
Jane Street
2
Jane Street
New York
$0
3
TFA
3
Transamerica Financial Advisors
Florida
$4.89M
4
PAS
4
Partnervest Advisory Services
California
$506K
5
CA
5
Cetera Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
76
Ameritas Investment Partners
Nebraska
$11K – – –
FMII
77
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
UFA
78
US Financial Advisors
Massachusetts
$8K +$8K +300 New
WP
79
WealthPLAN Partners
Nebraska
$7.06K +$7.06K +277 New
GWM
80
Gupta Wealth Management
California
$7K – – –
AIM
81
Advantage Investment Management
Iowa
$6K – – –
AIA
82
Allegis Investment Advisors
Idaho
$6K +$6K +226 New
JFA
83
JNBA Financial Advisors
Minnesota
$5K – – –
CG
84
Cutler Group
California
$5K +$5K +200 New
LWA
85
Lowe Wealth Advisors
Maryland
$1K – – –
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$221 +$173 +6,784 +362%
Jane Street
87
Jane Street
New York
– -$1.16M -46,246 Closed
CA
88
Cetera Advisors
Colorado
– -$306K -12,231 Closed
BFG
89
Bouchey Financial Group
New York
– -$270K -10,810 Closed
LS
90
Lattice Strategies
Pennsylvania
– -$246K -9,818 Closed
NG
91
NatWest Group
United Kingdom
– -$208K -8,300 Closed
S
92
SignatureFD
Georgia
– -$52K -2,075 Closed
MAS
93
Madden Advisory Services
Florida
– -$41K -1,645 Closed
CCS
94
Crosspoint Capital Strategies
California
– -$23K -920 Closed
HNB
95
Huntington National Bank
Ohio
– -$8K – –
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