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Invesco National AMT-Free Municipal Bond ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
JIP
126
Jaffetilchin Investment Partners
Florida
$230K -$733 -27 -0.3%
DWM
127
Dakota Wealth Management
Florida
$224K
VA
128
Valmark Advisers
Ohio
$222K -$1.76K -65 -0.8%
SWP
129
Stratos Wealth Partners
Ohio
$221K +$221K +8,153 New
BS
130
Boenning & Scattergood
Pennsylvania
$217K
RJT
131
Raymond James Trust
Florida
$217K
IWP
132
Insight Wealth Partners
Texas
$201K +$201K +7,415 New
Fidelity Investments
133
Fidelity Investments
Massachusetts
$186K -$80.6K -2,969 -30%
CIAS
134
Capital Investment Advisory Services
North Carolina
$178K +$21.7K +799 +14%
IA
135
IFP Advisors
Florida
$177K
AF
136
Advisornet Financial
Minnesota
$170K
HWA
137
HHM Wealth Advisors
Tennessee
$155K
ASN
138
Advisory Services Network
Georgia
$139K +$51.6K +1,905 +59%
FPS
139
Fieldpoint Private Securities
Connecticut
$100K +$100K +3,687 New
ICP
140
Interchange Capital Partners
Pennsylvania
$100K +$100K +3,695 New
SL
141
Savior LLC
Massachusetts
$91K
PA
142
Parallel Advisors
California
$83K
CAL
143
Capital Analysts LLC
Pennsylvania
$62K +$351 +13 +0.6%
IWP
144
IAG Wealth Partners
Wisconsin
$59K
GEA
145
Glen Eagle Advisors
New Jersey
$58.8K
NG
146
NWK Group
California
$56K
NSIM
147
North Star Investment Management
Illinois
$54K
BFEC
148
Benjamin F. Edwards & Company
Missouri
$54K
BAM
149
Barrett Asset Management
New York
$54K
OC
150
Oakworth Capital
Alabama
$41K