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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

157 hedge funds and large institutions have $1.65B invested in Invesco National AMT-Free Municipal Bond ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-9
Holders Change %
-5.42%
% of All Funds
3.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
64
Reduced
41
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$780M
2
RBA
2
Richard Bernstein Advisors
New York
$185M
3
UBS Group
3
UBS Group
Switzerland
$318M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.02M
2
SPC
2
Silver Point Capital
Connecticut
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.95M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
PI
5
PFS Investments
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
151
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
LS
152
Leelyn Smith
Illinois
$10K +$341 +13 +4%
SIS
153
Sound Income Strategies
Florida
$7K – – –
SFG
154
Sowa Financial Group
Rhode Island
$5K – – –
FA
155
Faithward Advisors
Pennsylvania
$4K -$4K -148 -50%
LWA
156
Lowe Wealth Advisors
Maryland
$1K – – –
GWMIA
157
Global Wealth Management Investment Advisory
Florida
$1K – – –
SPC
158
Silver Point Capital
Connecticut
– -$20.4M -790,300 Closed
Citadel Advisors
159
Citadel Advisors
Florida
– -$5.32M -206,173 Closed
PI
160
PFS Investments
Georgia
– -$2.03M -78,606 Closed
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
– -$1.42M -56,752 Closed
NS
162
NewDay Solutions
New Hampshire
– -$1.07M -41,236 Closed
Comerica Bank
163
Comerica Bank
Texas
– -$806K -31,593 Closed
CPA
164
Clear Perspective Advisors
Illinois
– -$401K -15,550 Closed
AAS
165
Avantax Advisory Services
Texas
– -$333K -12,898 Closed
TSS
166
Two Sigma Securities
New York
– -$312K -12,076 Closed
WAAG
167
Wealth Alliance Advisory Group
Kansas
– -$267K -10,354 Closed
MIAN
168
Mariner Independent Advisor Network
Kansas
– -$258K -10,000 Closed
BRWM
169
B. Riley Wealth Management
Tennessee
– -$258K -9,989 Closed
ACM
170
Ashford Capital Management
Delaware
– -$232K -8,980 Closed
CS
171
Credit Suisse
Switzerland
– -$227K -8,800 Closed
BlackRock
172
BlackRock
New York
– -$227K -8,793 Closed
KWM
173
Kingsview Wealth Management
Oregon
– -$221K -8,550 Closed
GTAM
174
Global Trust Asset Management
Florida
– -$217K -8,308 Closed
PAS
175
Partnervest Advisory Services
California
– -$211K -8,195 Closed
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7
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