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Invesco National AMT-Free Municipal Bond ETF

166 hedge funds and large institutions have $1.19B invested in Invesco National AMT-Free Municipal Bond ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-12
Holders Change %
-6.74%
% of All Funds
3.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
61
Reduced
48
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TC
76
TownSquare Capital
Utah
$456K -$42.4K -1,658 -8%
CPA
77
Clear Perspective Advisors
Illinois
$401K
CA
78
Continuum Advisory
Idaho
$390K -$1.32K -53 -0.3%
SP
79
Successful Portfolios
Florida
$388K
HighTower Advisors
80
HighTower Advisors
Illinois
$385K -$589K -22,877 -60%
MIM
81
Moseley Investment Management
Florida
$382K -$60.3K -2,334 -14%
US Bancorp
82
US Bancorp
Minnesota
$376K +$151K +5,854 +67%
AIFAIM
83
American Institute for Advanced Investment Management
Arizona
$362K +$12.9K +500 +4%
Mariner
84
Mariner
Kansas
$359K +$77.7K +3,011 +28%
SW
85
SVB Wealth
Massachusetts
$351K -$124K -4,814 -26%
COF
86
Capital One Financial
Virginia
$343K +$343K +13,299 New
SVWAG
87
Sound View Wealth Advisors Group
Georgia
$337K
AAS
88
Avantax Advisory Services
Texas
$333K +$333K +12,898 New
BWM
89
BerganKDV Wealth Management
Minnesota
$312K -$14.5K -562 -4%
TSS
90
Two Sigma Securities
New York
$312K +$312K +12,076 New
SPIA
91
Steward Partners Investment Advisory
New York
$299K -$293K -11,371 -50%
VC
92
Vicus Capital
Pennsylvania
$297K +$361 +14 +0.1%
RPWA
93
Regent Peak Wealth Advisors
Georgia
$295K -$57K -2,215 -16%
SFS
94
Sowell Financial Services
Arkansas
$295K
LWAC
95
Laurel Wealth Advisors (California)
California
$272K -$24K -931 -8%
CS
96
Comerica Securities
Michigan
$270K +$270K +10,460 New
VA
97
Valmark Advisers
Ohio
$267K -$23.4K -908 -8%
WAAG
98
Wealth Alliance Advisory Group
Kansas
$267K
ARG
99
Advisory Resource Group
Oklahoma
$266K
BRWM
100
B. Riley Wealth Management
Tennessee
$258K +$258K +9,989 New