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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

172 hedge funds and large institutions have $1.89B invested in Invesco National AMT-Free Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
172
Holders Change
+15
Holders Change %
+9.55%
% of All Funds
3.48%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
28
Increased
70
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MSL
1
Mackay Shields LLC
New York
$146M
2
Bank of America
2
Bank of America
North Carolina
$827M
3
UBS Group
3
UBS Group
Switzerland
$335M
4
RBA
4
Richard Bernstein Advisors
New York
$196M
5
Morgan Stanley
5
Morgan Stanley
New York
$35.3M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$1.22M
2
TFA
2
Transamerica Financial Advisors
Florida
$12K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15.1M
4
TIA
4
Traphagen Investment Advisors
New Jersey
$4.84M
5
TNBTD
5
Trustmark National Bank Trust Department
Mississippi
$58.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LWAC
101
Laurel Wealth Advisors (California)
California
$294K 11,026 +460 +4%
FA
102
FDx Advisors
Illinois
$282K 10,603 +10,603 New
IWM
103
IHT Wealth Management
Illinois
$272K 10,230 +10,230 New
BRWM
104
B. Riley Wealth Management
Tennessee
$266K 9,989 +9,989 New
Fidelity Investments
105
Fidelity Investments
Massachusetts
$261K 9,818 +3,381 +53%
Comerica Bank
106
Comerica Bank
Texas
$260K 9,869 +9,869 New
CS
107
Comerica Securities
Michigan
$259K 9,730 +998 +11%
GT
108
Glenview Trust
Kentucky
$256K 9,618 – –
AMG
109
Asset Management Group
Connecticut
$255K 9,565 +54 +0.6%
CWC
110
Carolinas Wealth Consulting
North Carolina
$252K 9,462 +51 +0.5%
CF
111
Centaurus Financial
California
$251K 9,436 +2,040 +28%
AWM
112
Apollon Wealth Management
South Carolina
$246K 9,220 – –
JWCA
113
J.W. Cole Advisors
Florida
$246K 9,245 +9,245 New
TC
114
Telemus Capital
Michigan
$229K 8,638 – –
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$227K 8,540 +165 +2%
JIP
116
Jaffetilchin Investment Partners
Florida
$226K 8,496 +9 +0.1%
VA
117
Valmark Advisers
Ohio
$220K 8,258 -465 -5%
DWM
118
Dakota Wealth Management
Florida
$220K 8,277 – –
BS
119
Boenning & Scattergood
Pennsylvania
$214K 8,020 -320 -4%
MWM
120
Meridian Wealth Management
Kentucky
$214K 8,053 +8,053 New
RJT
121
Raymond James Trust
Florida
$213K 8,009 +8,009 New
VSWA
122
Vontobel Swiss Wealth Advisors
Switzerland
$211K 7,913 +7,913 New
IP
123
Intellectus Partners
California
$206K 7,754 +7,754 New
ML
124
McAdam LLC
Pennsylvania
$201K 7,539 -661 -8%
CFGS
125
Concourse Financial Group Securities
Alabama
$183K 6,873 +5,306 +339%
3 4
5
6 7