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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

203 hedge funds and large institutions have $1.77B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 27 closing their positions.

Holders
203
Holders Change
+15
Holders Change %
+7.98%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
43
Increased
63
Reduced
65
Closed
27
Calls
$58K
Puts
$203K
Net Calls
-$145K
Net Calls Change
+$493K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$930M
2
Morgan Stanley
2
Morgan Stanley
New York
$95.8M
3
OPAM
3
Ocean Park Asset Management
California
$30.8M
4
EWA
4
EP Wealth Advisors
California
$29.9M
5
1WM
5
1900 Wealth Management
Texas
$19.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
LPL Financial
2
LPL Financial
California
$32.1M
3
ACA
3
Ackerman Capital Advisors
Texas
$1.02M
4
UBS Group
4
UBS Group
Switzerland
$66.3M
5
IFA
5
Interactive Financial Advisors
Illinois
$400K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
76
Ackerman Capital Advisors
Texas
$1.02M -$12.4M -510,811 -92%
GIA
77
Gladstone Institutional Advisory
Florida
$1.01M +$22K +909 +2%
MFG
78
Merit Financial Group
Georgia
$1M +$242 +10 +0%
NA
79
NewEdge Advisors
Louisiana
$989K -$780K -32,799 -44%
AWM
80
AE Wealth Management
Kansas
$986K -$90.3K -3,793 -8%
FZCM
81
Flynn Zito Capital Management
New York
$952K -$69.5K -2,875 -7%
PA
82
PFW Advisors
Georgia
$907K – – –
PMG
83
ProVise Management Group
Florida
$893K -$42.7K -1,767 -5%
MWM
84
Mascoma Wealth Management
New Hampshire
$825K -$70.6K -2,920 -8%
Creative Planning
85
Creative Planning
Kansas
$816K -$216K -8,926 -21%
ACM
86
AlphaStar Capital Management
North Carolina
$769K -$772K -31,944 -50%
Truist Financial
87
Truist Financial
North Carolina
$747K +$339K +14,036 +83%
TWP
88
Tyche Wealth Partners
Texas
$727K +$727K +30,049 New
RWM
89
Revisor Wealth Management
Ohio
$724K +$724K +29,956 New
NFG
90
Northeast Financial Group
Pennsylvania
$708K +$201K +8,301 +40%
Corient Private Wealth
91
Corient Private Wealth
Florida
$703K +$703K +29,066 New
AFP
92
Ausdal Financial Partners
Iowa
$682K -$59.3K -2,451 -8%
DWT
93
Dorsey & Whitney Trust
South Dakota
$645K +$31.1K +1,286 +5%
CA
94
Cetera Advisors
Colorado
$640K -$74.9K -3,097 -10%
DAS
95
Dynamic Advisor Solutions
Arizona
$636K -$183K -7,592 -22%
MAM
96
MMA Asset Management
Pennsylvania
$624K -$17.1K -708 -3%
RPCA
97
Running Point Capital Advisors
California
$611K +$28K +1,156 +5%
Prudential Financial
98
Prudential Financial
New Jersey
$608K -$298K -12,311 -33%
JJBC
99
James J. Burns & Company
New York
$594K -$133K -5,497 -18%
PS
100
Principal Securities
Iowa
$589K +$589K +24,374 New
2 3
4
5 6