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Invesco National AMT-Free Municipal Bond ETF

178 hedge funds and large institutions have $1.18B invested in Invesco National AMT-Free Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 73 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+29
Holders Change %
+19.46%
% of All Funds
3.52%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
44
Increased
73
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BB
151
Busey Bank
Illinois
$50K +$50K +1,900 New
SL
152
Savior LLC
Massachusetts
$42K +$42K +1,598 New
CB
153
Community Bank
New York
$33K
DTIM
154
Danda Trouve Investment Management
Kansas
$28K +$28K +1,065 New
William Blair & Company
155
William Blair & Company
Illinois
$26K
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$25K
TFA
157
Transamerica Financial Advisors
Florida
$24K -$348 -13 -1%
AIC
158
Ameritas Investment Company
Nebraska
$24K +$161 +6 +0.7%
POIA
159
Pin Oak Investment Advisors
Texas
$23K
BUB
160
BBVA USA Bancshares
Texas
$23K +$23K +872 New
ClearBridge Investments
161
ClearBridge Investments
New York
$19K
IFWM
162
Institute for Wealth Management
Colorado
$19K +$19K +734 New
SWM
163
Selective Wealth Management
Virginia
$18K
RCA
164
Ranch Capital Advisors
Florida
$18K +$18K +665 New
TCWM
165
Total Clarity Wealth Management
Illinois
$17K +$17K +650 New
FA
166
Faithward Advisors
Pennsylvania
$12K +$12K +444 New
HIA
167
Harbor Investment Advisory
Maryland
$11K +$11K +399 New
WQ
168
Wealth Quarterback
New Jersey
$10.4K +$10.4K +38,282 New
FMII
169
Farmers & Merchants Investments Inc
Nebraska
$10K
MWP
170
MYCIO Wealth Partners
Pennsylvania
$10K +$2.28K +83 +30%
CFA
171
Carroll Financial Associates
North Carolina
$10K +$10K +400 New
SIS
172
Sound Income Strategies
Florida
$7K
BWM
173
Baystate Wealth Management
Massachusetts
$7K +$54 +2 +0.8%
TI
174
tru Independence
Oregon
$6K +$6K +244 New
SFG
175
Sowa Financial Group
Rhode Island
$5K +$5K +202 New