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Invesco National AMT-Free Municipal Bond ETF

196 hedge funds and large institutions have $1.25B invested in Invesco National AMT-Free Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-14
Holders Change %
-6.67%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
65
Reduced
67
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MPW
101
Melone Private Wealth
Michigan
$471K -$107K -4,467 -18%
William Blair & Company
102
William Blair & Company
Illinois
$458K -$299K -12,000 -40%
FHC
103
First Heartland Consultants
Missouri
$457K -$31.4K -1,264 -6%
TIAM2
104
Tru Independence Asset Management 2
Oregon
$430K -$2.44K -98 -0.6%
FWP
105
FAS Wealth Partners
Kansas
$426K -$212K -8,502 -33%
Creative Planning
106
Creative Planning
Kansas
$425K -$110K -4,398 -21%
PAS
107
Park Avenue Securities
New York
$424K -$732K -29,344 -63%
CSPIA
108
Cary Street Partners Investment Advisory
Virginia
$419K -$49.5K -1,988 -11%
EH
109
Equitable Holdings
New York
$414K -$211K -8,478 -34%
TNB
110
Thomasville National Bank
Georgia
$414K
RCAG
111
Rehmann Capital Advisory Group
Michigan
$403K +$403K +16,160 New
TC
112
TownSquare Capital
Utah
$400K -$15.3K -612 -4%
SP
113
Successful Portfolios
Florida
$374K
EWA
114
Exencial Wealth Advisors
Oklahoma
$368K -$88.2K -3,538 -19%
IA
115
IFP Advisors
Florida
$364K +$214K +8,482 +143%
RPCA
116
Running Point Capital Advisors
California
$360K +$182K +7,310 +102%
AMG
117
Asset Management Group
Connecticut
$342K +$1.94K +78 +0.6%
TWP
118
Tempus Wealth Planning
California
$335K
WF
119
Warner Financial
Maryland
$327K
SVWAG
120
Sound View Wealth Advisors Group
Georgia
$325K
Truist Financial
121
Truist Financial
North Carolina
$313K -$562K -22,603 -64%
IA
122
IFG Advisory
Georgia
$305K -$109K -4,388 -26%
AIFAIM
123
American Institute for Advanced Investment Management
Arizona
$305K
CA
124
Cetera Advisors
Colorado
$301K -$242K -9,728 -45%
BPFA
125
Barnes Pettey Financial Advisors
Mississippi
$301K