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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

172 hedge funds and large institutions have $1.89B invested in Invesco National AMT-Free Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+15
Holders Change %
+9.55%
% of All Funds
3.48%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
28
Increased
70
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MSL
1
Mackay Shields LLC
New York
$146M
2
Bank of America
2
Bank of America
North Carolina
$827M
3
UBS Group
3
UBS Group
Switzerland
$335M
4
RBA
4
Richard Bernstein Advisors
New York
$196M
5
Morgan Stanley
5
Morgan Stanley
New York
$35.3M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$1.22M
2
TFA
2
Transamerica Financial Advisors
Florida
$12K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15.1M
4
TIA
4
Traphagen Investment Advisors
New Jersey
$4.84M
5
TNBTD
5
Trustmark National Bank Trust Department
Mississippi
$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$25K – – –
HNB
152
Huntington National Bank
Ohio
$24K – – –
CSPIA
153
Cary Street Partners Investment Advisory
Virginia
$24K +$24K +900 New
APWA
154
Atlas Private Wealth Advisors
New Jersey
$20K – – –
BWL
155
Bogart Wealth LLC
Virginia
$19K +$19K +730 New
IFAM
156
Institutional & Family Asset Management
Colorado
$17K – – –
FHA
157
Flagship Harbor Advisors
Massachusetts
$17K – – –
RCA
158
Ranch Capital Advisors
Florida
$17K – – –
FFA
159
Founders Financial Alliance
North Carolina
$17K +$17K +653 New
Bessemer Group
160
Bessemer Group
New Jersey
$16K +$16K +600 New
CFD
161
Creative Financial Designs
Indiana
$15K +$15K +569 New
S
162
SignatureFD
Georgia
$13K +$246 +9 +2%
TFA
163
Transamerica Financial Advisors
Florida
$12K -$1.87M -65,909 -99%
Deutsche Bank
164
Deutsche Bank
Germany
$10K -$79.3K -3,083 -89%
LS
165
Leelyn Smith
Illinois
$10K -$410 -15 -4%
CFA
166
Carroll Financial Associates
North Carolina
$10K – – –
SIS
167
Sound Income Strategies
Florida
$7K – – –
PS
168
Planned Solutions
California
$5K +$5K +188 New
FA
169
Faithward Advisors
Pennsylvania
$4K – – –
RCM
170
Robinson Capital Management
Michigan
$4K +$4K +143 New
F
171
F3Logic
Minnesota
$2.24K +$2.24K +84 New
LWA
172
Lowe Wealth Advisors
Maryland
$1K – – –
GWMIA
173
Global Wealth Management Investment Advisory
Florida
$1K – – –
Jane Street
174
Jane Street
New York
– -$1.02M -38,399 Closed
NFG
175
Next Financial Group
Texas
– -$651K -24,512 Closed
4 5 6
7
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