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Invesco National AMT-Free Municipal Bond ETF

166 hedge funds and large institutions have $1.19B invested in Invesco National AMT-Free Municipal Bond ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-12
Holders Change %
-6.74%
% of All Funds
3.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
61
Reduced
48
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIAN
101
Mariner Independent Advisor Network
Kansas
$258K +$258K +10,000 New
FWP
102
FAS Wealth Partners
Kansas
$249K +$141K +5,470 +131%
GT
103
Glenview Trust
Kentucky
$248K
AMG
104
Asset Management Group
Connecticut
$244K +$1.6K +62 +0.7%
CWC
105
Carolinas Wealth Consulting
North Carolina
$241K +$1.62K +63 +0.7%
DAS
106
Dynamic Advisor Solutions
Arizona
$237K +$237K +9,181 New
AWM
107
Apollon Wealth Management
South Carolina
$234K -$3.66K -142 -2%
ACM
108
Ashford Capital Management
Delaware
$232K +$232K +8,980 New
TC
109
Telemus Capital
Michigan
$228K
CS
110
Credit Suisse
Switzerland
$227K -$1.38M -53,593 -86%
BlackRock
111
BlackRock
New York
$227K
KWM
112
Kingsview Wealth Management
Oregon
$221K +$1.81K +70 +0.8%
GTAM
113
Global Trust Asset Management
Florida
$217K -$118K -4,503 -35%
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$215K +$3.88K +150 +2%
MA
115
Mutual Advisors
Nebraska
$214K -$568K -21,990 -73%
DWM
116
Dakota Wealth Management
Florida
$214K +$9.62K +372 +5%
PAS
117
Partnervest Advisory Services
California
$211K +$77 +3 +0%
AF
118
Advisornet Financial
Minnesota
$206K +$20.6K +800 +11%
CF
119
Centaurus Financial
California
$190K +$1.27K +49 +0.7%
IA
120
IFP Advisors
Florida
$172K -$5.27K -200 -3%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$162K +$162K +6,540 New
CFG
122
Citizens Financial Group
Rhode Island
$161K
HWA
123
HHM Wealth Advisors
Tennessee
$147K +$147K +5,700 New
Fidelity Investments
124
Fidelity Investments
Massachusetts
$108K -$8.35K -323 -7%
PA
125
Parallel Advisors
California
$91K +$91K +3,551 New