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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

211 hedge funds and large institutions have $1.91B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 64 reducing their positions, and 10 closing their positions.

Holders
211
Holders Change
+12
Holders Change %
+6.03%
% of All Funds
3.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
84
Reduced
64
Closed
10
Calls
$123K
Puts
$995K
Net Calls
-$872K
Net Calls Change
-$407K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$983M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$48.5M
3
Truist Financial
3
Truist Financial
North Carolina
$8.45M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$28.6M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.84M

Top Sellers

1
CI
1
CX Institutional
Indiana
$14.4M
2
Jane Street
2
Jane Street
New York
$7.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.5M
4
UBS Group
4
UBS Group
Switzerland
$71.1M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
76
Fiduciary Trust
Massachusetts
$1.18M – – –
GIA
77
Gladstone Institutional Advisory
Florida
$1.17M +$35.1K +1,483 +3%
PAG
78
Private Advisor Group
New Jersey
$1.11M -$3.55K -150 -0.3%
Citadel Advisors
79
Citadel Advisors
Florida
$1.08M +$395K +16,691 +58%
FTUS
80
Flow Traders U.S.
New York
$1.07M +$63.3K +2,673 +6%
CL
81
Choreo LLC
Illinois
$1.07M +$1.07M +45,319 New
PS
82
Principal Securities
Iowa
$986K +$421K +17,789 +75%
NA
83
NewEdge Advisors
Louisiana
$984K +$24.8K +1,046 +3%
MFG
84
Merit Financial Group
Georgia
$981K +$166 +7 +0%
PMG
85
ProVise Management Group
Florida
$936K +$53.1K +2,242 +6%
BWP
86
Bernardo Wealth Planning
Pennsylvania
$928K +$471K +19,901 +103%
CIA
87
Concurrent Investment Advisors
Florida
$912K -$416K -17,548 -31%
RJT
88
Raymond James Trust
Florida
$907K +$188K +7,946 +26%
AFP
89
Ausdal Financial Partners
Iowa
$907K +$239K +10,082 +36%
FWA
90
FOCUS Wealth Advisors
Texas
$900K +$3.79K +160 +0.4%
NFG
91
Northeast Financial Group
Pennsylvania
$891K +$156K +6,573 +21%
PA
92
PFW Advisors
Georgia
$886K +$23.1K +975 +3%
ACM
93
AlphaStar Capital Management
North Carolina
$793K +$793K +33,494 New
Corient Private Wealth
94
Corient Private Wealth
Florida
$785K -$35.1K -1,479 -4%
FGA
95
Fortis Group Advisors
New Jersey
$781K +$781K +32,991 New
FF
96
Francis Financial
$771K +$382K +16,117 +98%
MAM
97
MMA Asset Management
Pennsylvania
$749K +$42.1K +1,777 +6%
TWP
98
Tyche Wealth Partners
Texas
$732K +$15.1K +639 +2%
SA
99
Sanctuary Advisors
Indiana
$685K +$685K +29,260 New
MSFS
100
Main Street Financial Solutions
Pennsylvania
$684K +$217K +9,144 +46%
2 3
4
5 6