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Invesco National AMT-Free Municipal Bond ETF

210 hedge funds and large institutions have $1.4B invested in Invesco National AMT-Free Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+19
Holders Change %
+9.95%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
80
Reduced
50
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
126
Lido Advisors
California
$343K +$71.7K +2,649 +26%
SPIA
127
Steward Partners Investment Advisory
New York
$341K -$60K -2,209 -15%
CAG
128
Crestwood Advisors Group
Massachusetts
$336K +$336K +12,411 New
AIFAIM
129
American Institute for Advanced Investment Management
Arizona
$332K
HighTower Advisors
130
HighTower Advisors
Illinois
$329K +$69.5K +2,562 +27%
BPFA
131
Barnes Pettey Financial Advisors
Mississippi
$327K +$327K +12,061 New
BCM
132
Bienville Capital Management
New York
$320K
BWM
133
BCS Wealth Management
Tennessee
$319K -$201K -7,435 -39%
KAS
134
Kestra Advisory Services
Texas
$306K -$160K -5,889 -34%
VC
135
Vicus Capital
Pennsylvania
$306K +$422 +16 +0.1%
Citigroup
136
Citigroup
New York
$305K +$270K +9,955 +774%
CFGS
137
Concourse Financial Group Securities
Alabama
$303K +$190 +7 +0.1%
Prudential Financial
138
Prudential Financial
New Jersey
$294K +$2.4K +89 +0.8%
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$286K
IP
140
Intellectus Partners
California
$264K
CWC
141
Carolinas Wealth Consulting
North Carolina
$264K +$1.49K +55 +0.6%
MWM
142
Meridian Wealth Management
Kentucky
$259K +$54 +2 +0%
MIM
143
Moseley Investment Management
Florida
$257K -$10.4K -384 -4%
RA
144
RFG Advisory
Alabama
$245K +$245K +9,019 New
NAM
145
NTV Asset Management
West Virginia
$244K +$244K +9,000 New
JIP
146
Jaffetilchin Investment Partners
Florida
$231K +$244 +9 +0.1%
IWM
147
IHT Wealth Management
Illinois
$227K -$28K -1,034 -11%
SC
148
Sierra Capital
Florida
$224K
ML
149
McAdam LLC
Pennsylvania
$222K +$222K +8,190 New
IWS
150
Insight Wealth Strategies
California
$221K -$28.7K -1,057 -11%