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Invesco National AMT-Free Municipal Bond ETF

188 hedge funds and large institutions have $1.4B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+8
Holders Change %
+4.44%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
56
Reduced
64
Closed
21
Calls
$33K
Puts
$671K
Net Calls
-$638K
Net Calls Change
-$601K
Name Holding Trade Value Shares
Change
Shares
Change %
FPFS
151
First Personal Financial Services
North Carolina
$87.1K
CFB
152
Cullen/Frost Bankers
Texas
$80.8K
Citadel Advisors
153
Citadel Advisors
Florida
$80.3K -$290K -13,067 -78%
SSWM
154
Sheets Smith Wealth Management
North Carolina
$77.6K +$77.6K +3,500 New
CSPIA
155
Cary Street Partners Investment Advisory
Virginia
$77.4K -$7.93K -358 -9%
CCP
156
Carmel Capital Partners
California
$75.6K +$75.6K +3,411 New
Qube Research & Technologies (QRT)
157
Qube Research & Technologies (QRT)
United Kingdom
$62.9K +$62.9K +2,839 New
CFGS
158
Concourse Financial Group Securities
Alabama
$52.6K
RTC
159
Riverview Trust Company
Washington
$49.2K
GWM
160
Geneos Wealth Management
Colorado
$47.1K
IA
161
IFP Advisors
Florida
$46.8K
NSIM
162
North Star Investment Management
Illinois
$44.3K
BFEC
163
Benjamin F. Edwards & Company
Missouri
$44K -$6.58K -297 -13%
GEA
164
Glen Eagle Advisors
New Jersey
$38.4K -$9.68K -437 -20%
Legacy Financial Group (Iowa)
165
Legacy Financial Group (Iowa)
Iowa
$36.1K +$36.1K +1,629 New
WTC
166
WhitTier Trust Company
Nevada
$34.3K
LFA
167
LGT Financial Advisors
Texas
$32.7K +$32.7K +1,476 New
SPIA
168
Steward Partners Investment Advisory
New York
$25.8K
PA
169
PSI Advisors
Florida
$22.5K +$155 +7 +0.7%
Franklin Resources
170
Franklin Resources
California
$22.2K
FPB
171
First PREMIER Bank
South Dakota
$22K
BWL
172
Bogart Wealth LLC
Virginia
$19.3K +$155 +7 +0.8%
William Blair & Company
173
William Blair & Company
Illinois
$18.2K +$18.2K +820 New
OC
174
Oakworth Capital
Alabama
$16.5K -$1.2K -54 -7%
FFA
175
Founders Financial Alliance
North Carolina
$14.5K