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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

229 hedge funds and large institutions have $2.19B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+12
Holders Change %
+5.53%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
84
Reduced
75
Closed
24
Calls
$227K
Puts
$47K
Net Calls
+$180K
Net Calls Change
+$911K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.17B
2
AAS
2
Annex Advisory Services
Wisconsin
$16.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$13.1M
4
LPL Financial
4
LPL Financial
California
$48.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$60.2M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.77M
2
TNBTD
2
Trustmark National Bank Trust Department
Mississippi
$9.3M
3
BIP
3
Blueprint Investment Partners
North Carolina
$0
4
Ameriprise
4
Ameriprise
Minnesota
$37.3M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$965K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
101
Tyche Wealth Partners
Texas
$732K +$236 +10 +0%
TC
102
TownSquare Capital
Utah
$707K +$97K +4,109 +16%
SA
103
Sanctuary Advisors
Indiana
$681K -$33.4K -1,418 -5%
IA
104
IFG Advisory
Georgia
$679K +$57.8K +2,449 +9%
NA
105
NewEdge Advisors
Louisiana
$669K -$281K -11,914 -30%
P
106
&Partners
Tennessee
$619K +$24.1K +1,021 +4%
DWT
107
Dorsey & Whitney Trust
South Dakota
$592K +$16.9K +716 +3%
RSWM
108
Robertson Stephens Wealth Management
California
$586K – – –
AIA
109
Ally Invest Advisors
North Carolina
$580K +$139K +5,868 +31%
EC
110
Elequin Capital
New York
$539K +$539K +22,839 New
SFS
111
Sowell Financial Services
Arkansas
$539K -$7.79K -330 -1%
HighTower Advisors
112
HighTower Advisors
Illinois
$529K -$12.4K -527 -2%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$520K -$5.08K -215 -1%
FUBT
114
First United Bank & Trust
Maryland
$515K +$95.7K +4,055 +23%
DAS
115
Dynamic Advisor Solutions
Arizona
$507K -$79.5K -3,367 -14%
VRM
116
Vectors Research Management
New York
$496K +$74.8K +3,169 +18%
CC
117
Courier Capital
New York
$496K +$74.8K +3,169 +18%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$493K +$218K +9,250 +80%
WAG
119
Wiser Advisor Group
Arizona
$491K -$16.3K -691 -3%
KWM
120
Kolinsky Wealth Management
New Jersey
$488K +$84.6K +3,583 +21%
MWM
121
Mascoma Wealth Management
New Hampshire
$487K -$26.7K -1,131 -5%
CB
122
Commerce Bank
Missouri
$486K – – –
Envestnet Portfolio Solutions
123
Envestnet Portfolio Solutions
Illinois
$472K +$98.3K +4,165 +26%
CBT
124
Crews Bank & Trust
Florida
$469K +$469K +19,885 New
EWA
125
Exencial Wealth Advisors
Oklahoma
$465K +$87.1K +3,689 +23%
3 4
5
6 7