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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

177 hedge funds and large institutions have $1.15B invested in Invesco National AMT-Free Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 73 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
46
Reduced
73
Closed
25
Calls
$255K
Puts
$282K
Net Calls
-$27K
Net Calls Change
+$370K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$556M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$48M
3
Ameriprise
3
Ameriprise
Minnesota
$26.8M
4
Wells Fargo
4
Wells Fargo
California
$31.9M
5
CIM
5
Confluence Investment Management
Missouri
$8.62M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$45M
2
TNBTD
2
Trustmark National Bank Trust Department
Mississippi
$34.4M
3
1WM
3
1900 Wealth Management
Texas
$10.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.73M
5
FCBT
5
First Citizens Bank & Trust
North Carolina
$834K
Name Holding Trade Value Shares
Change 		Shares
Change %
RTC
151
Riverview Trust Company
Washington
$51K – – –
GEA
152
Glen Eagle Advisors
New Jersey
$49.8K – – –
NSIM
153
North Star Investment Management
Illinois
$45.9K – – –
AAG
154
Armstrong Advisory Group
Massachusetts
$39.4K +$39.4K +1,717 New
CAM
155
Caprin Asset Management
Virginia
$36.5K +$36.5K +1,590 New
LFA
156
LGT Financial Advisors
Texas
$33.1K +$33.1K +1,443 New
PPC
157
Park Place Capital
Alabama
$31K +$31K +1,369 New
GRP
158
Global Retirement Partners
California
$27.3K +$27.3K +1,190 New
OC
159
Oakworth Capital
Alabama
$27K – – –
FPB
160
First PREMIER Bank
South Dakota
$23K – – –
Franklin Resources
161
Franklin Resources
California
$22.9K – – –
BWL
162
Bogart Wealth LLC
Virginia
$19.5K +$138 +6 +0.7%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$15.6K – – –
FHA
164
First Horizon Advisors
Tennessee
$15.5K – – –
FFA
165
Founders Financial Alliance
North Carolina
$15K – – –
CPG
166
Cornerstone Planning Group
New Jersey
$14.4K +$14.4K +597 New
TCM
167
Tradewinds Capital Management
Washington
$14.2K +$14.2K +619 New
AF
168
Advisornet Financial
Minnesota
$14.1K – – –
Fidelity Investments
169
Fidelity Investments
Massachusetts
$13.8K -$15K -653 -52%
TAM
170
Tucker Asset Management
Colorado
$10.4K +$8.51K +370 +446%
OWA
171
One Wealth Advisors
California
$10.1K +$10.1K +441 New
LS
172
Leelyn Smith
Illinois
$9.61K +$9.61K +419 New
GFPC
173
Global Financial Private Client
Florida
$8.21K +$8.21K +358 New
NFSG
174
Newbridge Financial Services Group
Florida
$7.52K – – –
HWMA
175
Heritage Wealth Management (Arizona)
Arizona
$7.39K +$3.69K +161 +100%
5 6
7
8 9