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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

178 hedge funds and large institutions have $1.18B invested in Invesco National AMT-Free Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 73 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+29
Holders Change %
+19.46%
% of All Funds
3.52%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
44
Increased
73
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$269M
2
MAFM
2
Mid Atlantic Financial Management
Pennsylvania
$4.55M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$31.5M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$3.04M
5
Citigroup
5
Citigroup
New York
$3.07M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
PWG
2
Private Wealth Group
Florida
$0
3
NS
3
NewDay Solutions
New Hampshire
$7.11M
4
Wells Fargo
4
Wells Fargo
California
$11.6M
5
BWCS
5
Beirne Wealth Consulting Services
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
76
First Heartland Consultants
Missouri
$555K +$138K +5,200 +33%
CLOS
77
Compagnie Lombard Odier SCmA
Switzerland
$537K +$537K +20,300 New
CM
78
Columbus Macro
Pennsylvania
$536K -$165K -6,251 -24%
BRWA
79
B. Riley Wealth Advisors
Florida
$528K +$23.5K +887 +5%
LWM
80
Laidlaw Wealth Management
New York
$519K +$519K +19,628 New
TC
81
TownSquare Capital
Utah
$517K +$7.13K +269 +1%
BWM
82
BCS Wealth Management
Tennessee
$508K +$508K +19,186 New
SW
83
SVB Wealth
Massachusetts
$487K +$8.3K +314 +2%
NEIRG
84
New England Investment & Retirement Group
Massachusetts
$459K +$250K +9,458 +120%
MIM
85
Moseley Investment Management
Florida
$453K -$72.7K -2,747 -14%
ACS
86
Archford Capital Strategies
Illinois
$442K -$19.4K -733 -4%
Deutsche Bank
87
Deutsche Bank
Germany
$428K +$7.38K +279 +2%
CA
88
Continuum Advisory
Idaho
$417K – – –
CPA
89
Clear Perspective Advisors
Illinois
$411K – – –
SW
90
SlateStone Wealth
Florida
$403K +$403K +15,246 New
SP
91
Successful Portfolios
Florida
$398K – – –
EWA
92
Exencial Wealth Advisors
Oklahoma
$394K – – –
RPWA
93
Regent Peak Wealth Advisors
Georgia
$362K +$362K +13,687 New
AIFAIM
94
American Institute for Advanced Investment Management
Arizona
$358K +$358K +13,545 New
BOTW
95
Bank of the West
California
$354K +$354K +13,367 New
BCI
96
Brinker Capital Investments
Pennsylvania
$350K – – –
SVWAG
97
Sound View Wealth Advisors Group
Georgia
$345K – – –
GTAM
98
Global Trust Asset Management
Florida
$339K +$1.22K +46 +0.4%
BWM
99
BerganKDV Wealth Management
Minnesota
$335K +$28.3K +1,069 +9%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$317K +$317K +11,984 New
2 3
4
5 6