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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

217 hedge funds and large institutions have $1.99B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+6
Holders Change %
+2.84%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
25
Increased
83
Reduced
74
Closed
18
Calls
$114K
Puts
$845K
Net Calls
-$731K
Net Calls Change
+$141K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.04B
2
Renaissance Technologies
Renaissance Technologies
New York
$14M
3
BIP
Blueprint Investment Partners
North Carolina
$5.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$33M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$61M

Top Sellers

1
TNBTD
Trustmark National Bank Trust Department
Mississippi
$15.5M
2
Jane Street
Jane Street
New York
$715K
3
Morgan Stanley
Morgan Stanley
New York
$44.5M
4
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$3.63M
5
EC
Elequin Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCI
126
MRP Capital Investments
Georgia
$440K – – –
Creative Planning
127
Creative Planning
Kansas
$433K -$46.7K -1,934 -10%
VRM
128
Vectors Research Management
New York
$432K -$315 -13 -0.1%
NC
129
NewSquare Capital
Pennsylvania
$431K -$31K -1,285 -7%
CC
130
Courier Capital
New York
$431K -$314 -13 -0.1%
FUBT
131
First United Bank & Trust
Maryland
$428K -$35.1K -1,454 -8%
RWM
132
Revisor Wealth Management
Ohio
$425K +$425K +17,601 New
ARG
133
Advisory Resource Group
Oklahoma
$423K -$41K -1,699 -9%
KWM
134
Kolinsky Wealth Management
New Jersey
$413K +$413K +17,082 New
BWM
135
BCGM Wealth Management
Indiana
$406K +$2.15K +89 +0.5%
TNB
136
Thomasville National Bank
Georgia
$401K – – –
EWA
137
Exencial Wealth Advisors
Oklahoma
$386K – – –
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$382K +$81.5K +3,374 +27%
Goldman Sachs
139
Goldman Sachs
New York
$359K +$45.9K +1,902 +15%
AMG
140
Asset Management Group
Connecticut
$355K +$1.59K +66 +0.5%
NW
141
NewEdge Wealth
Pennsylvania
$345K -$22K -910 -6%
RW
142
Rede Wealth
Virginia
$339K -$77K -3,190 -19%
BRWA
143
B. Riley Wealth Advisors
Florida
$331K -$11.3K -468 -3%
TWP
144
Tempus Wealth Planning
California
$318K – – –
AC
145
ASB Consultores
Florida
$313K -$35K -1,449 -10%
WRPWM
146
Werba Rubin Papier Wealth Management
California
$311K +$604 +25 +0.2%
AWM
147
AE Wealth Management
Kansas
$310K +$310K +12,844 New
CPL
148
CAP Partners LLC
Tennessee
$301K +$2.22K +92 +0.7%
JJBC
149
James J. Burns & Company
New York
$298K -$116K -4,789 -28%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$281K -$44.3K -1,831 -14%
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