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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

178 hedge funds and large institutions have $1.18B invested in Invesco National AMT-Free Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 73 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+29
Holders Change %
+19.46%
% of All Funds
3.52%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
44
Increased
73
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$269M
2
MAFM
2
Mid Atlantic Financial Management
Pennsylvania
$4.55M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$31.5M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$3.04M
5
Citigroup
5
Citigroup
New York
$3.07M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
PWG
2
Private Wealth Group
Florida
$0
3
NS
3
NewDay Solutions
New Hampshire
$7.11M
4
Wells Fargo
4
Wells Fargo
California
$11.6M
5
BWCS
5
Beirne Wealth Consulting Services
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
101
Alaska Wealth Advisors
Alaska
$311K +$311K +11,747 New
VC
102
Vicus Capital
Pennsylvania
$304K +$1.11K +42 +0.4%
LWAC
103
Laurel Wealth Advisors (California)
California
$304K +$17.2K +649 +6%
SFS
104
Sowell Financial Services
Arkansas
$303K – – –
VA
105
Valmark Advisers
Ohio
$298K +$298K +11,255 New
Mariner
106
Mariner
Kansas
$289K – – –
CONA
107
Capital One National Association
New York
$289K +$289K +10,915 New
DWT
108
Dorsey & Whitney Trust
South Dakota
$284K – – –
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$276K +$18K +678 +7%
WAAG
110
Wealth Alliance Advisory Group
Kansas
$274K – – –
ARG
111
Advisory Resource Group
Oklahoma
$273K – – –
KA
112
Kovack Advisors
Florida
$268K +$18.4K +693 +7%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$261K +$261K +9,859 New
AI
114
Atria Investments
North Carolina
$258K +$258K +9,762 New
GT
115
Glenview Trust
Kentucky
$254K – – –
AMG
116
Asset Management Group
Connecticut
$248K +$1.72K +65 +0.7%
AWM
117
Apollon Wealth Management
South Carolina
$246K +$3.79K +142 +2%
CWC
118
Carolinas Wealth Consulting
North Carolina
$244K +$244K +9,284 New
BlackRock
119
BlackRock
New York
$233K – – –
US Bancorp
120
US Bancorp
Minnesota
$230K – – –
TC
121
Telemus Capital
Michigan
$229K -$13.3K -500 -5%
KWM
122
Kingsview Wealth Management
Oregon
$224K +$792 +30 +0.4%
CFD
123
Creative Financial Designs
Indiana
$218K -$113K -4,266 -34%
PAS
124
Partnervest Advisory Services
California
$216K +$79 +3 +0%
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
$216K +$4.49K +170 +2%
3 4
5
6 7