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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

171 hedge funds and large institutions have $1.31B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 57 reducing their positions, and 22 closing their positions.

Holders
171
Holders Change
-6
Holders Change %
-3.39%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
62
Reduced
57
Closed
22
Calls
–
Puts
$275K
Net Calls
-$275K
Net Calls Change
-$248K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$728M
2
ACA
2
Ackerman Capital Advisors
Texas
$12.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$50.5M
4
PPW
4
Parcion Private Wealth
Washington
$7.02M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$8.52M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$13.9M
2
EWA
2
EP Wealth Advisors
California
$761K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$32.5M
4
Ameriprise
4
Ameriprise
Minnesota
$18.8M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
101
Northern Trust
Illinois
$456K 19,252 -5,010 -21%
RPCA
102
Running Point Capital Advisors
California
$451K 19,032 +3,749 +25%
PAG
103
Private Advisor Group
New Jersey
$438K 18,515 -5,508 -23%
MCI
104
MRP Capital Investments
Georgia
$432K 18,236 +18,236 New
MA
105
Mutual Advisors
Nebraska
$415K 17,542 +7,776 +80%
PBF
106
Petix & Botte Financial
California
$409K 17,261 +17,261 New
SPC
107
Sigma Planning Corp
Michigan
$400K 16,898 -23,746 -58%
TNB
108
Thomasville National Bank
Georgia
$393K 16,600 – –
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$392K 16,552 +25 +0.2%
HNB
110
Huntington National Bank
Ohio
– – – –
T
111
TCWP
Ohio
$359K 15,166 +1,549 +11%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$336K 14,140 +14,140 New
AMG
113
Asset Management Group
Connecticut
$335K 14,146 +103 +0.7%
Creative Planning
114
Creative Planning
Kansas
$321K 13,537 -2,121 -14%
TWP
115
Tempus Wealth Planning
California
$318K 13,435 – –
AWE
116
Avidian Wealth Enterprises
Texas
$314K 13,268 -153,754 -92%
FUBT
117
First United Bank & Trust
Maryland
$302K 12,735 -150 -1%
PAS
118
Park Avenue Securities
New York
$294K 12,423 +191 +2%
BPFA
119
Barnes Pettey Financial Advisors
Mississippi
$286K 12,061 – –
ASN
120
Advisory Services Network
Georgia
$283K 11,955 -29 -0.2%
NFG
121
Nations Financial Group
Iowa
$274K 11,590 – –
IA
122
IFG Advisory
Georgia
$270K 11,405 -3,662 -24%
WF
123
Warner Financial
Maryland
$268K 11,336 – –
TSS
124
Two Sigma Securities
New York
$249K 10,528 +10,528 New
MPWT
125
MassMutual Private Wealth & Trust
Connecticut
$240K 10,139 -10,762 -51%
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5
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