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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

203 hedge funds and large institutions have $1.77B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+15
Holders Change %
+7.98%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
43
Increased
63
Reduced
65
Closed
27
Calls
$58K
Puts
$203K
Net Calls
-$145K
Net Calls Change
+$493K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$930M
2
Morgan Stanley
2
Morgan Stanley
New York
$95.8M
3
OPAM
3
Ocean Park Asset Management
California
$30.8M
4
EWA
4
EP Wealth Advisors
California
$29.9M
5
1WM
5
1900 Wealth Management
Texas
$19.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
LPL Financial
2
LPL Financial
California
$32.1M
3
ACA
3
Ackerman Capital Advisors
Texas
$1.02M
4
UBS Group
4
UBS Group
Switzerland
$66.3M
5
IFA
5
Interactive Financial Advisors
Illinois
$400K
Name Holding Trade Value Shares
Change 		Shares
Change %
TNB
126
Thomasville National Bank
Georgia
$401K – – –
IFA
127
Interactive Financial Advisors
Illinois
$400K -$5.65M -15,028 -93%
MPWT
128
MassMutual Private Wealth & Trust
Connecticut
$390K +$135K +5,589 +53%
EWA
129
Exencial Wealth Advisors
Oklahoma
$387K +$387K +15,985 New
APWM
130
Argonautica Private Wealth Management
Massachusetts
$369K -$164K -6,771 -31%
Envestnet Portfolio Solutions
131
Envestnet Portfolio Solutions
Illinois
$367K -$13.1K -543 -3%
IA
132
IFG Advisory
Georgia
$360K +$9.26K +383 +3%
AMG
133
Asset Management Group
Connecticut
$350K +$2.81K +116 +0.8%
AIA
134
Ally Invest Advisors
North Carolina
$344K +$50K +2,066 +17%
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$343K +$274K +11,331 +399%
TWP
136
Tempus Wealth Planning
California
$325K – – –
CFD
137
Creative Financial Designs
Indiana
$316K +$316K +13,088 New
AWS
138
Atria Wealth Solutions
New York
$302K -$45.9K -1,898 -13%
Northern Trust
139
Northern Trust
Illinois
$293K -$1.06M -43,887 -78%
NFG
140
Nations Financial Group
Iowa
$283K – – –
AAS
141
Avantax Advisory Services
Texas
$283K +$283K +11,711 New
PA
142
Pineridge Advisors
Missouri
$281K +$281K +11,631 New
AA
143
Addison Advisors
Vermont
$281K -$404K -16,700 -59%
GRP
144
Global Retirement Partners
California
$280K +$125K +5,195 +80%
HNB
145
Huntington National Bank
Ohio
$276K -$275K – –
WF
146
Warner Financial
Maryland
$274K – – –
AFA
147
Arlington Financial Advisors
California
$265K +$265K +10,952 New
AA
148
AlphaQ Advisors
Florida
$258K -$263K -10,884 -51%
KL
149
KWMG LLC
Kansas
$251K +$251K +10,369 New
CPL
150
CAP Partners LLC
Tennessee
$246K +$246K +10,166 New
4 5
6
7 8