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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

229 hedge funds and large institutions have $2.19B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+12
Holders Change %
+5.53%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
84
Reduced
75
Closed
24
Calls
$227K
Puts
$47K
Net Calls
+$180K
Net Calls Change
+$911K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.17B
2
AAS
2
Annex Advisory Services
Wisconsin
$16.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$13.1M
4
LPL Financial
4
LPL Financial
California
$48.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$60.2M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.77M
2
TNBTD
2
Trustmark National Bank Trust Department
Mississippi
$9.3M
3
BIP
3
Blueprint Investment Partners
North Carolina
$0
4
Ameriprise
4
Ameriprise
Minnesota
$37.3M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$965K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
Modern Wealth Management
Kansas
$447K +$447K +18,953 New
KPWS
127
Kestra Private Wealth Services
Texas
$438K -$7.65K -324 -2%
MCI
128
MRP Capital Investments
Georgia
$431K – – –
SPIA
129
Steward Partners Investment Advisory
New York
$421K -$11.8K -498 -3%
PA
130
Procyon Advisors
Connecticut
$420K -$54.2K -2,294 -11%
SC
131
Sepio Capital
Utah
$417K +$417K +17,647 New
ARG
132
Advisory Resource Group
Oklahoma
$415K +$1.2K +51 +0.3%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$412K -$305K -12,935 -43%
APWM
134
Argonautica Private Wealth Management
Massachusetts
$406K -$89.4K -3,786 -18%
NC
135
NewSquare Capital
Pennsylvania
$406K -$15.1K -640 -4%
WI
136
Westbourne Investments
Virginia
$394K +$394K +17,115 New
TNB
137
Thomasville National Bank
Georgia
$392K – – –
BWM
138
BCGM Wealth Management
Indiana
$385K -$11.8K -498 -3%
EGM
139
Engineers Gate Manager
New York
$382K +$382K +16,193 New
AWE
140
Avidian Wealth Enterprises
Texas
$356K -$739K -31,281 -67%
MFG
141
MidWestOne Financial Group
Iowa
$354K +$354K +15,000 New
Goldman Sachs
142
Goldman Sachs
New York
$351K – – –
BRWA
143
B. Riley Wealth Advisors
Florida
$349K +$26.3K +1,112 +8%
HF
144
HRT Financial
New York
$345K -$278K -11,777 -45%
NW
145
NewEdge Wealth
Pennsylvania
$337K – – –
PFS
146
Prospera Financial Services
Texas
$336K -$101K -4,277 -23%
AWM
147
AE Wealth Management
Kansas
$325K +$22.2K +939 +7%
SF
148
Synovus Financial
Georgia
$312K +$312K +13,207 New
TWP
149
Tempus Wealth Planning
California
$309K -$2.01K -85 -0.6%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$306K -$2.87M -121,772 -90%
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6
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