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Invesco National AMT-Free Municipal Bond ETF

125 hedge funds and large institutions have $973M invested in Invesco National AMT-Free Municipal Bond ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-8
Holders Change %
-6.02%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
45
Reduced
37
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$110K +$110K +4,365 New
WEC
102
Winslow Evans & Crocker
Massachusetts
$91.8K -$283K -11,250 -76%
WF
103
WealthTrust Fairport
Ohio
$77K +$77K +3,076 New
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$70K +$376 +15 +0.5%
SWM
105
SeaCrest Wealth Management
New York
$67K -$57.8K -2,279 -46%
PFBT
106
Parkside Financial Bank & Trust
Missouri
$60K
NSIM
107
North Star Investment Management
Illinois
$50K
POIA
108
Pin Oak Investment Advisors
Texas
$47K
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$46K +$1.7K +67 +4%
VFA
110
Valeo Financial Advisors
Indiana
$40K
BFEC
111
Benjamin F. Edwards & Company
Missouri
$33K
ClearBridge Investments
112
ClearBridge Investments
New York
$33K +$10.6K +418 +48%
CB
113
Community Bank
New York
$31K
IA
114
IFP Advisors
Florida
$25K
William Blair & Company
115
William Blair & Company
Illinois
$24K +$24K +966 New
RCAG
116
Rehmann Capital Advisory Group
Michigan
$10K +$10K +417 New
FMII
117
Farmers & Merchants Investments Inc
Nebraska
$9K
OC
118
Oakworth Capital
Alabama
$7K
AC
119
Avestar Capital
New York
$7K
SIS
120
Sound Income Strategies
Florida
$7K
PCM
121
Peak Capital Management
Colorado
$7K +$7K +268 New
BWM
122
Baystate Wealth Management
Massachusetts
$6K
VCM
123
Virtue Capital Management
Tennessee
$6K +$6K +252 New
LWA
124
Lowe Wealth Advisors
Maryland
$1K
RCM
125
Robinson Capital Management
Michigan
-$1.58M -91,627 Closed