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Invesco National AMT-Free Municipal Bond ETF

137 hedge funds and large institutions have $924M invested in Invesco National AMT-Free Municipal Bond ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+3
Holders Change %
+2.24%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
24
Increased
41
Reduced
43
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
101
Creative Financial Designs
Indiana
$163K +$8.09K +323 +5%
AF
102
Advisornet Financial
Minnesota
$160K
CFG
103
Citizens Financial Group
Rhode Island
$156K
BWM
104
BerganKDV Wealth Management
Minnesota
$144K -$105K -4,184 -42%
W
105
WealthOne
New York
$138K +$138K +5,538 New
CFGS
106
Concourse Financial Group Securities
Alabama
$130K +$41.9K +1,684 +48%
ASN
107
Advisory Services Network
Georgia
$121K
MAU
108
MRA Associates USA
Arizona
$118K +$118K +4,718 New
MWM
109
Mascoma Wealth Management
New Hampshire
$100K
FHA
110
Flagship Harbor Advisors
Massachusetts
$80K
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$70K +$374 +15 +0.5%
MFW
112
Mosaic Family Wealth
Missouri
$68K
SWM
113
SeaCrest Wealth Management
New York
$68K +$1.91K +77 +3%
PFBT
114
Parkside Financial Bank & Trust
Missouri
$60K
BAM
115
Barrett Asset Management
New York
$50K
NSIM
116
North Star Investment Management
Illinois
$50K
IA
117
IFP Advisors
Florida
$48K +$24.3K +973 +102%
BFEC
118
Benjamin F. Edwards & Company
Missouri
$47K +$14.8K +600 +46%
FHB
119
First Hawaiian Bank
Hawaii
$38K
CWA
120
Clarus Wealth Advisors
Arizona
$37K
CB
121
Community Bank
New York
$31K
LYV
122
Live Your Vision
Pennsylvania
$25K
MWA
123
Meridian Wealth Advisors
Texas
$25K +$25K +992 New
William Blair & Company
124
William Blair & Company
Illinois
$24K
POIA
125
Pin Oak Investment Advisors
Texas
$22K -$25.4K -1,000 -54%