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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

177 hedge funds and large institutions have $1.14B invested in Invesco National AMT-Free Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 21 closing their positions.

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
28
Increased
70
Reduced
35
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.6M
2
AHC
2
Anderson Hoagland & Co
Missouri
$2.47M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.95M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$21.3M
5
SWRP
5
Summit Wealth & Retirement Planning
California
$5.05M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$103M
2
Bank of America
2
Bank of America
North Carolina
$615M
3
RBA
3
Richard Bernstein Advisors
New York
$0
4
MSL
4
Mackay Shields LLC
New York
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$388K +$210K +7,734 +118%
ARG
102
Advisory Resource Group
Oklahoma
$378K +$271 +10 +0.1%
IWS
103
Insight Wealth Strategies
California
$370K +$24.5K +905 +7%
RB
104
Renasant Bank
Mississippi
$370K +$370K +13,640 New
HR
105
Hardy Reed
Mississippi
$370K +$370K +13,640 New
SPIA
106
Steward Partners Investment Advisory
New York
$363K +$27 +1 +0%
SVWAG
107
Sound View Wealth Advisors Group
Georgia
$354K – – –
MAM
108
MMA Asset Management
Pennsylvania
$322K +$322K +11,861 New
VC
109
Vicus Capital
Pennsylvania
$313K +$298 +11 +0.1%
LWAC
110
Laurel Wealth Advisors (California)
California
$299K +$514 +19 +0.2%
Comerica Bank
111
Comerica Bank
Texas
$290K +$22.3K +822 +8%
IWM
112
IHT Wealth Management
Illinois
$282K +$4.24K +156 +2%
RPWA
113
Regent Peak Wealth Advisors
Georgia
$277K -$33.5K -1,237 -11%
CFGS
114
Concourse Financial Group Securities
Alabama
$271K +$84.4K +3,107 +45%
CS
115
Comerica Securities
Michigan
$264K +$352 +13 +0.1%
IP
116
Intellectus Partners
California
$264K +$54.1K +2,000 +26%
AMG
117
Asset Management Group
Connecticut
$261K +$1.52K +56 +0.6%
MWM
118
Meridian Wealth Management
Kentucky
$259K +$40.7K +1,503 +19%
CWC
119
Carolinas Wealth Consulting
North Carolina
$258K +$1.52K +56 +0.6%
CF
120
Centaurus Financial
California
$257K +$1.19K +44 +0.5%
Lido Advisors
121
Lido Advisors
California
$256K -$56K -2,074 -18%
PFGIA
122
Patriot Financial Group Insurance Agency
Massachusetts
$253K +$21.6K +797 +9%
RPCA
123
Running Point Capital Advisors
California
$248K +$248K +9,138 New
VSWA
124
Vontobel Swiss Wealth Advisors
Switzerland
$237K +$22.8K +844 +11%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$236K +$236K +8,720 New
3 4
5
6 7