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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

229 hedge funds and large institutions have $2.19B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+12
Holders Change %
+5.53%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
84
Reduced
75
Closed
24
Calls
$227K
Puts
$47K
Net Calls
+$180K
Net Calls Change
+$911K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.17B
2
AAS
2
Annex Advisory Services
Wisconsin
$16.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$13.1M
4
LPL Financial
4
LPL Financial
California
$48.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$60.2M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.77M
2
TNBTD
2
Trustmark National Bank Trust Department
Mississippi
$9.3M
3
BIP
3
Blueprint Investment Partners
North Carolina
$0
4
Ameriprise
4
Ameriprise
Minnesota
$37.3M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$965K
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
76
Flow Traders U.S.
New York
$1.3M +$1.3M +54,949 New
EFS
77
Econ Financial Services
Pennsylvania
$1.29M +$1.29M +54,701 New
FZCM
78
Flynn Zito Capital Management
New York
$1.29M +$17.3K +731 +1%
GIA
79
Gladstone Institutional Advisory
Florida
$1.22M -$172K -7,270 -12%
NFG
80
Northeast Financial Group
Pennsylvania
$1.21M +$57.2K +2,424 +5%
FT
81
Fiduciary Trust
Massachusetts
$1.18M – – –
CIA
82
Concurrent Investment Advisors
Florida
$1.05M +$89K +3,769 +9%
ACA
83
Ackerman Capital Advisors
Texas
$1.03M -$14.6K -617 -1%
MFG
84
Merit Financial Group
Georgia
$1.03M -$25.6K -1,085 -2%
PMG
85
ProVise Management Group
Florida
$994K +$67.6K +2,865 +7%
CL
86
Choreo LLC
Illinois
$988K -$83K -3,510 -8%
PSCM
87
Per Stirling Capital Management
Texas
$987K +$987K +41,821 New
Luther King Capital Management (LKCM)
88
Luther King Capital Management (LKCM)
Texas
$965K -$3.63M – –
Mariner
89
Mariner
Kansas
$961K +$961K +40,724 New
AFP
90
Ausdal Financial Partners
Iowa
$907K -$1.44K -61 -0.2%
MAM
91
MMA Asset Management
Pennsylvania
$871K -$624K -26,418 -42%
MSFS
92
Main Street Financial Solutions
Pennsylvania
$859K +$57K +2,416 +7%
PA
93
PFW Advisors
Georgia
$858K +$858K +36,344 New
FWA
94
FOCUS Wealth Advisors
Texas
$853K -$44.3K -1,878 -5%
BWP
95
Bernardo Wealth Planning
Pennsylvania
$843K -$21.2K -910 -2%
FF
96
Francis Financial
$836K +$59K +2,498 +8%
FGA
97
Fortis Group Advisors
New Jersey
$801K -$232K -9,837 -22%
ACM
98
AlphaStar Capital Management
North Carolina
$796K +$27.9K +1,182 +4%
AA
99
Advisory Alpha
Michigan
$767K +$113K +4,781 +17%
RPCA
100
Running Point Capital Advisors
California
$739K – – –
2 3
4
5 6