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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

177 hedge funds and large institutions have $1.15B invested in Invesco National AMT-Free Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 73 reducing their positions, and 25 closing their positions.

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
46
Reduced
73
Closed
25
Calls
$255K
Puts
$282K
Net Calls
-$27K
Net Calls Change
+$370K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$556M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$48M
3
Ameriprise
3
Ameriprise
Minnesota
$26.8M
4
Wells Fargo
4
Wells Fargo
California
$31.9M
5
CIM
5
Confluence Investment Management
Missouri
$8.62M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$45M
2
TNBTD
2
Trustmark National Bank Trust Department
Mississippi
$34.4M
3
1WM
3
1900 Wealth Management
Texas
$10.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.73M
5
FCBT
5
First Citizens Bank & Trust
North Carolina
$834K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCBT
76
First Citizens Bank & Trust
North Carolina
$834K -$4.65M -202,621 -85%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$675K -$148K -6,435 -18%
AA
78
Addison Advisors
Vermont
$649K +$599K +26,125 +1,198%
PMG
79
ProVise Management Group
Florida
$621K +$307K +13,361 +97%
SFS
80
Sowell Financial Services
Arkansas
$609K +$171K +7,453 +39%
IFA
81
Interactive Financial Advisors
Illinois
$608K -$16K -696 -3%
FWA
82
FOCUS Wealth Advisors
Texas
$602K -$3.21K -140 -0.5%
MAM
83
MMA Asset Management
Pennsylvania
$583K – – –
HNB
84
Huntington National Bank
Ohio
$567K -$180K – –
Northern Trust
85
Northern Trust
Illinois
$557K -$13.9K -608 -2%
IWM
86
IHT Wealth Management
Illinois
$556K +$320K +13,949 +136%
DWT
87
Dorsey & Whitney Trust
South Dakota
$544K +$71.2K +3,104 +15%
CWM
88
Collaborative Wealth Management
Florida
$528K -$26.3K -1,145 -5%
UB
89
UMB Bank
Missouri
$516K -$313K -13,662 -38%
SB
90
Simmons Bank
Arkansas
$508K – – –
Citadel Advisors
91
Citadel Advisors
Florida
$495K -$1.67M -72,990 -77%
CI
92
CX Institutional
Indiana
$494K +$494K +21,520 New
SP
93
Successful Portfolios
Florida
$492K +$149K +6,500 +44%
SF
94
Synovus Financial
Georgia
$491K -$552K -24,050 -53%
BAM
95
Belpointe Asset Management
Nevada
$491K – – –
FAFN
96
First Affirmative Financial Network
Colorado
$484K -$48.3K -2,106 -9%
MPWT
97
MassMutual Private Wealth & Trust
Connecticut
$479K -$12.1K -527 -2%
MPW
98
Melone Private Wealth
Michigan
$462K +$3.28K +143 +0.7%
CA
99
Cetera Advisors
Colorado
$460K +$241K +10,524 +110%
TPCW
100
TD Private Client Wealth
New York
$405K +$405K +17,672 New
2 3
4
5 6