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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

180 hedge funds and large institutions have $1.44B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
180
Holders Change
+9
Holders Change %
+5.26%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
62
Reduced
59
Closed
13
Calls
$76K
Puts
$113K
Net Calls
-$37K
Net Calls Change
+$238K

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$39.6M
2
Bank of America
2
Bank of America
North Carolina
$761M
3
LPL Financial
3
LPL Financial
California
$47.1M
4
Wells Fargo
4
Wells Fargo
California
$45M
5
EWA
5
EP Wealth Advisors
California
$10.3M

Top Sellers

1
GAG
1
Goodman Advisory Group
Massachusetts
$4.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$401K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.61M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.48M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFP
76
Leeward Financial Partners
Washington
$830K +$830K +35,162 New
AA
77
AlphaQ Advisors
Florida
$821K +$68.7K +2,912 +9%
PBF
78
Petix & Botte Financial
California
$813K +$406K +17,191 +100%
UB
79
UMB Bank
Missouri
$794K +$211K +8,928 +36%
DAS
80
Dynamic Advisor Solutions
Arizona
$767K -$5.74K -243 -0.7%
AFP
81
Ausdal Financial Partners
Iowa
$765K +$53.1K +2,252 +7%
ACM
82
AlphaStar Capital Management
North Carolina
$745K -$312K -13,235 -30%
NC
83
NewSquare Capital
Pennsylvania
$744K -$52.5K -2,223 -7%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$688K -$221K -9,352 -24%
AA
85
Addison Advisors
Vermont
$668K -$10.7K -455 -2%
MAM
86
MMA Asset Management
Pennsylvania
$653K -$44.9K -1,901 -6%
DWT
87
Dorsey & Whitney Trust
South Dakota
$650K -$65.9K -2,792 -9%
CWM
88
Collaborative Wealth Management
Florida
$630K +$86.4K +3,661 +16%
CA
89
Cetera Advisors
Colorado
$625K +$127K +5,363 +25%
API
90
Advisor Partners II
California
$624K +$624K +26,455 New
AT
91
Arden Trust
Delaware
$624K -$1.53M -64,745 -71%
FWA
92
FOCUS Wealth Advisors
Texas
$612K -$3.19K -135 -0.5%
SFS
93
Sowell Financial Services
Arkansas
$581K +$84.7K +3,592 +17%
Financial Engines Advisors
94
Financial Engines Advisors
California
$577K +$5.55K +235 +1%
MPW
95
Melone Private Wealth
Michigan
$559K +$4.15K +176 +0.7%
RPCA
96
Running Point Capital Advisors
California
$538K +$88.4K +3,744 +20%
APWM
97
Argonautica Private Wealth Management
Massachusetts
$512K -$14.4K -610 -3%
IFA
98
Interactive Financial Advisors
Illinois
$511K -$59.2K -2,509 -10%
SF
99
Synovus Financial
Georgia
$505K – – –
BAM
100
Belpointe Asset Management
Nevada
$499K -$5.43K -230 -1%
2 3
4
5 6