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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

137 hedge funds and large institutions have $924M invested in Invesco National AMT-Free Municipal Bond ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+3
Holders Change %
+2.24%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
24
Increased
41
Reduced
43
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20.8M
3
AG
3
Advisor Group
Arizona
$4.31M
4
BCM
4
Brookstone Capital Management
Illinois
$2.11M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.36M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$412M
2
UBS Group
2
UBS Group
Switzerland
$198M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$918K
4
UBS AM
4
UBS AM
Illinois
$31M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVWA
76
Sound View Wealth Advisors
Georgia
$326K +$326K +13,045 New
WAAG
77
Wealth Alliance Advisory Group
Kansas
$325K -$1.46M -58,448 -82%
EWA
78
Exencial Wealth Advisors
Oklahoma
$319K +$300 +12 +0.1%
PI
79
PFS Investments
Georgia
$315K +$315K +12,578 New
SFS
80
Sowell Financial Services
Arkansas
$311K -$31.2K -1,249 -9%
BRWA
81
B. Riley Wealth Advisors
Florida
$304K -$2.15K -86 -0.7%
IWM
82
IHT Wealth Management
Illinois
$296K +$26K +1,043 +10%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$293K -$112K -4,463 -28%
MGIA
84
Moneta Group Investment Advisors
Missouri
$283K +$78.5K +3,151 +38%
MWM
85
Meridian Wealth Management
Kentucky
$281K +$281K +11,254 New
WEC
86
Winslow Evans & Crocker
Massachusetts
$278K +$201K +8,000 +262%
PAS
87
Partnervest Advisory Services
California
$271K -$95.8K -3,834 -26%
SCP
88
Syntal Capital Partners
Texas
$267K – – –
CBFP
89
Cedar Brook Financial Partners
Ohio
$241K +$241K +9,632 New
CAN
90
Cetera Advisor Networks
California
$231K +$22.4K +900 +11%
TC
91
Telemus Capital
Michigan
$228K – – –
CCA
92
Clearwater Capital Advisors
Illinois
$224K – – –
BOPW
93
Brandywine Oak Private Wealth
Pennsylvania
$222K +$222K +11,029 New
VC
94
Vicus Capital
Pennsylvania
$208K -$8.93K -358 -4%
First Trust Advisors
95
First Trust Advisors
Illinois
$206K -$8.45K -339 -4%
Citigroup
96
Citigroup
New York
$200K -$160K -6,395 -44%
US Bancorp
97
US Bancorp
Minnesota
$199K +$43.4K +1,737 +28%
CTB
98
Country Trust Bank
Illinois
$196K -$66.9K -2,674 -25%
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$189K +$10.8K +433 +6%
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$167K +$19.1K +765 +13%
2 3
4
5 6