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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

199 hedge funds and large institutions have $1.84B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 52 reducing their positions, and 27 closing their positions.

Holders
199
Holders Change
-4
Holders Change %
-1.97%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
87
Reduced
52
Closed
27
Calls
$83K
Puts
$548K
Net Calls
-$465K
Net Calls Change
-$320K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$52.4M
2
Bank of America
2
Bank of America
North Carolina
$947M
3
Jane Street
3
Jane Street
New York
$11.9M
4
SWP
4
Stratos Wealth Partners
Ohio
$13.9M
5
UBS Group
5
UBS Group
Switzerland
$75.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.3M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$18.5M
3
GAG
3
Goodman Advisory Group
Massachusetts
$18.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$14.6M
5
IAN
5
Integrated Advisors Network
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
76
Ackerman Capital Advisors
Texas
$1.12M 47,115 +4,729 +11%
Prudential Financial
77
Prudential Financial
New Jersey
$1.11M 46,597 +21,455 +85%
FZCM
78
Flynn Zito Capital Management
New York
$1.08M 45,374 +6,003 +15%
FTUS
79
Flow Traders U.S.
New York
$1.02M 42,638 +42,638 New
MFG
80
Merit Financial Group
Georgia
$977K 41,430 +15 +0%
NA
81
NewEdge Advisors
Louisiana
$965K 40,509 -1,105 -3%
FWA
82
FOCUS Wealth Advisors
Texas
$902K 37,859 +16,765 +79%
PMG
83
ProVise Management Group
Florida
$889K 37,287 +353 +1%
PA
84
PFW Advisors
Georgia
$869K 36,447 -1,069 -3%
AA
85
Advisory Alpha
Michigan
$846K 35,484 -19,412 -35%
Corient Private Wealth
86
Corient Private Wealth
Florida
$823K 34,551 +5,485 +19%
MFG
87
MidWestOne Financial Group
Iowa
$786K 33,000 +33,000 New
PBF
88
Petix & Botte Financial
California
$756K 31,726 -31,726 -50%
NFG
89
Northeast Financial Group
Pennsylvania
$740K 31,060 +1,769 +6%
RJT
90
Raymond James Trust
Florida
$724K 30,372 +8,343 +38%
TWP
91
Tyche Wealth Partners
Texas
$722K 30,282 +233 +0.8%
MAM
92
MMA Asset Management
Pennsylvania
$708K 29,843 +4,042 +16%
Citadel Advisors
93
Citadel Advisors
Florida
$689K 28,918 +28,918 New
AFP
94
Ausdal Financial Partners
Iowa
$673K 28,229 +36 +0.1%
DAS
95
Dynamic Advisor Solutions
Arizona
$628K 26,366 +8 +0%
RPCA
96
Running Point Capital Advisors
California
$602K 25,257 – –
DWT
97
Dorsey & Whitney Trust
South Dakota
$580K 24,349 -2,333 -9%
Creative Planning
98
Creative Planning
Kansas
$569K 23,871 -9,874 -29%
PS
99
Principal Securities
Iowa
$569K 23,863 -511 -2%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$568K 23,825 +5,617 +31%
2 3
4
5 6