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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

180 hedge funds and large institutions have $1.44B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+9
Holders Change %
+5.26%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
62
Reduced
59
Closed
13
Calls
$76K
Puts
$113K
Net Calls
-$37K
Net Calls Change
+$238K

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
$39.6M
2
Bank of America
Bank of America
North Carolina
$761M
3
LPL Financial
LPL Financial
California
$47.1M
4
Wells Fargo
Wells Fargo
California
$45M
5
EWA
EP Wealth Advisors
California
$10.3M

Top Sellers

1
GAG
Goodman Advisory Group
Massachusetts
$4.9M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$401K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.61M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$1.48M
5
Renaissance Technologies
Renaissance Technologies
New York
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
126
Warner Financial
Maryland
$268K – – –
HI
127
Harbour Investments
Wisconsin
$253K +$95.2K +4,034 +60%
AAS
128
Avantax Advisory Services
Texas
$239K -$326K -13,825 -58%
RA
129
RFG Advisory
Alabama
$236K +$614 +26 +0.3%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$236K -$98.1K -4,150 -29%
SPC
131
Sigma Planning Corp
Michigan
$235K -$164K -6,947 -41%
MA
132
Mutual Advisors
Nebraska
$230K -$184K -7,776 -44%
AWA
133
Alaska Wealth Advisors
Alaska
$223K – – –
AIA
134
Ally Invest Advisors
North Carolina
$221K +$221K +9,365 New
MWM
135
Meridian Wealth Management
Kentucky
$219K – – –
AIFAIM
136
American Institute for Advanced Investment Management
Arizona
$213K – – –
TC
137
Telemus Capital
Michigan
$210K – – –
OC
138
Oppenheimer & Co
New York
$210K +$210K +8,890 New
Vontobel Holding
139
Vontobel Holding
Switzerland
$202K -$13.6K -575 -6%
SCA
140
Snowden Capital Advisors
New York
$200K +$378 +16 +0.2%
BTI
141
Blue Trust Inc
Georgia
$196K +$196K +8,286 New
AA
142
Ancora Advisors
Ohio
$174K – – –
CIAS
143
Capital Investment Advisory Services
North Carolina
$165K +$26K +1,100 +19%
GRP
144
Global Retirement Partners
California
$159K +$5.22K +221 +3%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$140K – – –
ACA
146
Aptus Capital Advisors
Alabama
$122K +$122K +5,161 New
Citigroup
147
Citigroup
New York
$119K – – –
LWCFA
148
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$112K +$112K +4,735 New
FPFS
149
First Personal Financial Services
North Carolina
$92.7K +$92.7K +3,930 New
CSPIA
150
Cary Street Partners Investment Advisory
Virginia
$90.9K -$63.5K -2,692 -41%
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