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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

149 hedge funds and large institutions have $1.19B invested in Invesco National AMT-Free Municipal Bond ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
22
Increased
66
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$500M
2
UBS Group
2
UBS Group
Switzerland
$254M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.2M
4
UBS AM
4
UBS AM
Illinois
$46.9M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$2.28M

Top Sellers

1
MSL
1
Mackay Shields LLC
New York
$45.1M
2
TFA
2
Transamerica Financial Advisors
Florida
$25K
3
TNBTD
3
Trustmark National Bank Trust Department
Mississippi
$59M
4
Jane Street
4
Jane Street
New York
$1.06M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACS
76
Archford Capital Strategies
Illinois
$463K – – –
Deutsche Bank
77
Deutsche Bank
Germany
$422K +$66.2K +2,494 +19%
FHC
78
First Heartland Consultants
Missouri
$419K +$419K +15,778 New
CA
79
Continuum Advisory
Idaho
$418K -$1.38K -52 -0.3%
CPA
80
Clear Perspective Advisors
Illinois
$413K – – –
PAG
81
Private Advisor Group
New Jersey
$405K +$405K +15,298 New
SP
82
Successful Portfolios
Florida
$399K – – –
EWA
83
Exencial Wealth Advisors
Oklahoma
$396K +$57K +2,147 +17%
OMC
84
Old Mission Capital
Illinois
$393K +$393K +14,822 New
BCI
85
Brinker Capital Investments
Pennsylvania
$351K – – –
SVWAG
86
Sound View Wealth Advisors Group
Georgia
$346K – – –
GTAM
87
Global Trust Asset Management
Florida
$339K +$59.5K +2,240 +21%
CFD
88
Creative Financial Designs
Indiana
$332K +$34.6K +1,301 +12%
BWM
89
BerganKDV Wealth Management
Minnesota
$308K -$4.44K -167 -1%
MAU
90
MRA Associates USA
Arizona
$307K -$177K -6,670 -37%
VC
91
Vicus Capital
Pennsylvania
$304K +$1.09K +41 +0.4%
SFS
92
Sowell Financial Services
Arkansas
$304K +$304K +11,436 New
MWM
93
Meridian Wealth Management
Kentucky
$301K +$80 +3 +0%
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$291K -$2.12K -80 -0.7%
Mariner
95
Mariner
Kansas
$290K -$27.9K -1,050 -9%
LWAC
96
Laurel Wealth Advisors (California)
California
$287K +$21.8K +822 +8%
DWT
97
Dorsey & Whitney Trust
South Dakota
$285K +$285K +10,728 New
WAAG
98
Wealth Alliance Advisory Group
Kansas
$275K – – –
ARG
99
Advisory Resource Group
Oklahoma
$274K +$274K +10,313 New
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$257K +$3.93K +149 +2%
2 3
4
5 6