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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

188 hedge funds and large institutions have $1.4B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 21 closing their positions.

Holders
188
Holders Change
+8
Holders Change %
+4.44%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
56
Reduced
64
Closed
21
Calls
$33K
Puts
$671K
Net Calls
-$638K
Net Calls Change
-$601K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$752M
2
Jane Street
2
Jane Street
New York
$34.1M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$15M
4
Comerica Bank
4
Comerica Bank
Texas
$9.01M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$21M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$2.61M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
AFS
3
Axiom Financial Strategies
Indiana
$0
4
Wells Fargo
4
Wells Fargo
California
$37.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FUBT
126
First United Bank & Trust
Maryland
$281K +$23.1K +1,045 +9%
HNB
127
Huntington National Bank
Ohio
$275K -$317K – –
AIA
128
Ally Invest Advisors
North Carolina
$269K +$61.7K +2,784 +30%
BPFA
129
Barnes Pettey Financial Advisors
Mississippi
$267K – – –
NFG
130
Nations Financial Group
Iowa
$260K +$2.81K +127 +1%
SP
131
Successful Portfolios
Florida
$254K -$4.43K -200 -2%
WF
132
Warner Financial
Maryland
$251K – – –
TSS
133
Two Sigma Securities
New York
$246K +$246K +11,107 New
MWA
134
Mills Wealth Advisors
Texas
$246K +$246K +11,089 New
MPWT
135
MassMutual Private Wealth & Trust
Connecticut
$234K -$209K -9,410 -47%
HI
136
Harbour Investments
Wisconsin
$230K -$7.22K -326 -3%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$229K – – –
RA
138
RFG Advisory
Alabama
$223K +$1.42K +64 +0.6%
SPC
139
Sigma Planning Corp
Michigan
$217K -$3.32K -150 -2%
MA
140
Mutual Advisors
Nebraska
$216K – – –
MWM
141
Meridian Wealth Management
Kentucky
$206K – – –
AWA
142
Alaska Wealth Advisors
Alaska
$206K -$3.5K -158 -2%
AIFAIM
143
American Institute for Advanced Investment Management
Arizona
$200K – – –
AA
144
Ancora Advisors
Ohio
$164K – – –
CIAS
145
Capital Investment Advisory Services
North Carolina
$154K -$1.44K -65 -0.9%
GRP
146
Global Retirement Partners
California
$142K -$6.44K -292 -4%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$131K – – –
ACA
148
Aptus Capital Advisors
Alabama
$114K – – –
KFS
149
Kelly Financial Services
Massachusetts
$104K +$104K +4,697 New
Citigroup
150
Citigroup
New York
$89.2K -$22.2K -1,000 -20%
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6
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