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Invesco National AMT-Free Municipal Bond ETF

133 hedge funds and large institutions have $957M invested in Invesco National AMT-Free Municipal Bond ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+8
Holders Change %
+6.4%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
42
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$139K -$5.6K -223 -4%
BAM
102
Barrett Asset Management
New York
$126K
ASN
103
Advisory Services Network
Georgia
$126K
SSB
104
Sandy Spring Bank
Maryland
$121K -$344K -13,753 -74%
SFM
105
Signet Financial Management
New Jersey
$100K +$100K +4,000 New
BCA
106
Bay Colony Advisors
Massachusetts
$99K +$99K +3,929 New
WEC
107
Winslow Evans & Crocker
Massachusetts
$92K
FHA
108
Flagship Harbor Advisors
Massachusetts
$80K +$80K +3,218 New
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$71K +$379 +15 +0.5%
LYV
110
Live Your Vision
Pennsylvania
$68K +$68K +2,700 New
WF
111
WealthTrust Fairport
Ohio
$67K -$9.93K -397 -13%
SWM
112
SeaCrest Wealth Management
New York
$67K +$227 +9 +0.3%
PFBT
113
Parkside Financial Bank & Trust
Missouri
$60K
NSIM
114
North Star Investment Management
Illinois
$50K
POIA
115
Pin Oak Investment Advisors
Texas
$47K
VFA
116
Valeo Financial Advisors
Indiana
$40K
CWA
117
Clarus Wealth Advisors
Arizona
$38K +$38K +1,500 New
BFEC
118
Benjamin F. Edwards & Company
Missouri
$33K
ClearBridge Investments
119
ClearBridge Investments
New York
$33K
CB
120
Community Bank
New York
$31K
IA
121
IFP Advisors
Florida
$24K
William Blair & Company
122
William Blair & Company
Illinois
$24K
GRP
123
Global Retirement Partners
California
$20K +$20K +812 New
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$19K -$26.2K -1,051 -58%
S
125
SignatureFD
Georgia
$17K +$17K +681 New