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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

199 hedge funds and large institutions have $1.84B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-4
Holders Change %
-1.97%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
87
Reduced
52
Closed
27
Calls
$83K
Puts
$548K
Net Calls
-$465K
Net Calls Change
-$320K

Top Buyers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$52.4M
2
Bank of America
Bank of America
North Carolina
$947M
3
Jane Street
Jane Street
New York
$11.9M
4
SWP
Stratos Wealth Partners
Ohio
$13.9M
5
UBS Group
UBS Group
Switzerland
$75.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$48.3M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$18.5M
3
GAG
Goodman Advisory Group
Massachusetts
$18.1M
4
Osaic Holdings
Osaic Holdings
Arizona
$14.6M
5
IAN
Integrated Advisors Network
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
126
Francis Financial
$392K +$392K +16,438 New
EWA
127
Exencial Wealth Advisors
Oklahoma
$381K – – –
AIA
128
Ally Invest Advisors
North Carolina
$368K +$29.4K +1,234 +9%
NW
129
NewEdge Wealth
Pennsylvania
$357K +$357K +15,189 New
MPWT
130
MassMutual Private Wealth & Trust
Connecticut
$356K -$28.4K -1,192 -7%
AMG
131
Asset Management Group
Connecticut
$348K +$2.67K +112 +0.8%
AC
132
ASB Consultores
Florida
$343K -$216K -9,062 -39%
BRWA
133
B. Riley Wealth Advisors
Florida
$337K +$150K +6,758 +80%
TWP
134
Tempus Wealth Planning
California
$320K – – –
WRPWM
135
Werba Rubin Papier Wealth Management
California
$316K +$316K +13,274 New
CFD
136
Creative Financial Designs
Indiana
$314K +$2.41K +101 +0.8%
Envestnet Portfolio Solutions
137
Envestnet Portfolio Solutions
Illinois
$313K -$49.2K -2,064 -14%
Cambridge Investment Research Advisors
138
Cambridge Investment Research Advisors
Iowa
$311K -$92.3K -3,872 -23%
Qube Research & Technologies (QRT)
139
Qube Research & Technologies (QRT)
United Kingdom
$299K -$38.7K -1,622 -11%
AA
140
Addison Advisors
Vermont
$277K – – –
IFA
141
Interactive Financial Advisors
Illinois
$276K +$251K +10,515 +989%
PSB
142
Passumpsic Savings Bank
Vermont
$276K +$276K +11,565 New
PA
143
Pineridge Advisors
Missouri
$274K -$2.98K -125 -1%
WF
144
Warner Financial
Maryland
$270K – – –
Northern Trust
145
Northern Trust
Illinois
$262K -$27K -1,132 -9%
AWS
146
Atria Wealth Solutions
New York
$261K -$36.9K -1,548 -12%
NFG
147
Nations Financial Group
Iowa
$260K -$18.9K -795 -7%
HNB
148
Huntington National Bank
Ohio
$260K -$276K – –
HI
149
Harbour Investments
Wisconsin
$255K +$105K +4,409 +70%
AWA
150
Alaska Wealth Advisors
Alaska
$253K +$31.4K +1,316 +14%
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