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Invesco National AMT-Free Municipal Bond ETF

178 hedge funds and large institutions have $1.18B invested in Invesco National AMT-Free Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 73 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+29
Holders Change %
+19.46%
% of All Funds
3.52%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
44
Increased
73
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
126
Dakota Wealth Management
Florida
$209K
WP
127
WealthSource Partners
California
$207K -$21.1K -800 -9%
CBFP
128
Cedar Brook Financial Partners
Ohio
$206K -$264 -10 -0.1%
BS
129
Boenning & Scattergood
Pennsylvania
$204K
PFS
130
Prospera Financial Services
Texas
$204K +$204K +7,695 New
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$201K
CF
132
Centaurus Financial
California
$193K +$193K +7,297 New
AF
133
Advisornet Financial
Minnesota
$190K +$21.1K +800 +13%
IA
134
IFP Advisors
Florida
$178K -$12.4K -469 -7%
CFG
135
Citizens Financial Group
Rhode Island
$165K
ASN
136
Advisory Services Network
Georgia
$131K +$30.1K +1,136 +30%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$119K +$7.8K +295 +7%
FWP
138
FAS Wealth Partners
Kansas
$111K +$111K +4,187 New
WEC
139
Winslow Evans & Crocker
Massachusetts
$108K
CAAS
140
Capital Asset Advisory Services
Michigan
$107K +$107K +3,965 New
BFEC
141
Benjamin F. Edwards & Company
Missouri
$103K
FHA
142
Flagship Harbor Advisors
Massachusetts
$86K
PFBT
143
Parkside Financial Bank & Trust
Missouri
$63K
CFGS
144
Concourse Financial Group Securities
Alabama
$61K +$51.5K +1,962 +545%
CAL
145
Capital Analysts LLC
Pennsylvania
$59K +$395 +15 +0.7%
GEA
146
Glen Eagle Advisors
New Jersey
$57.4K
IWP
147
IAG Wealth Partners
Wisconsin
$57K +$57K +2,153 New
NG
148
NWK Group
California
$55K +$55K +2,079 New
NSIM
149
North Star Investment Management
Illinois
$53K
BAM
150
Barrett Asset Management
New York
$53K