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Invesco National AMT-Free Municipal Bond ETF

188 hedge funds and large institutions have $1.4B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 21 closing their positions.

Holders
188
Holders Change
+8
Holders Change %
+4.44%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
56
Reduced
64
Closed
21
Calls
$33K
Puts
$671K
Net Calls
-$638K
Net Calls Change
-$601K
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
76
Gladstone Institutional Advisory
Florida
$904K -$67K -3,025 -7%
BWM
77
BCGM Wealth Management
Indiana
$886K +$9K +406 +1%
PMG
78
ProVise Management Group
Florida
$858K -$805K -36,309 -48%
PA
79
PFW Advisors
Georgia
$831K
Prudential Financial
80
Prudential Financial
New Jersey
$830K -$281K -12,697 -25%
MWM
81
Mascoma Wealth Management
New Hampshire
$821K -$24.7K -1,114 -3%
LCWP
82
Legacy Capital Wealth Partners
Arkansas
$776K +$776K +35,000 New
KIG
83
Kowal Investment Group
Wisconsin
$757K +$374K +16,874 +98%
DAS
84
Dynamic Advisor Solutions
Arizona
$752K +$32.2K +1,452 +4%
NC
85
NewSquare Capital
Pennsylvania
$681K -$17.7K -798 -3%
AFP
86
Ausdal Financial Partners
Iowa
$679K -$38.9K -1,757 -5%
JJBC
87
James J. Burns & Company
New York
$666K -$557K -25,146 -46%
CA
88
Cetera Advisors
Colorado
$655K +$68.7K +3,100 +12%
AA
89
Addison Advisors
Vermont
$627K
MAM
90
MMA Asset Management
Pennsylvania
$587K -$25.5K -1,152 -4%
FWA
91
FOCUS Wealth Advisors
Texas
$575K
DWT
92
Dorsey & Whitney Trust
South Dakota
$563K -$47.1K -2,127 -8%
RPCA
93
Running Point Capital Advisors
California
$534K +$29.4K +1,325 +6%
MPW
94
Melone Private Wealth
Michigan
$529K +$3.95K +178 +0.8%
SFS
95
Sowell Financial Services
Arkansas
$511K -$34.9K -1,574 -6%
PFS
96
Prospera Financial Services
Texas
$506K +$506K +22,843 New
Financial Engines Advisors
97
Financial Engines Advisors
California
$506K -$36K -1,623 -7%
CB
98
Commerce Bank
Missouri
$504K +$504K +22,759 New
APWM
99
Argonautica Private Wealth Management
Massachusetts
$488K +$6.98K +315 +1%
AA
100
AlphaQ Advisors
Florida
$478K -$293K -13,230 -38%