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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

203 hedge funds and large institutions have $1.77B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+15
Holders Change %
+7.98%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
43
Increased
63
Reduced
65
Closed
27
Calls
$58K
Puts
$203K
Net Calls
-$145K
Net Calls Change
+$493K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$930M
2
Morgan Stanley
2
Morgan Stanley
New York
$95.8M
3
OPAM
3
Ocean Park Asset Management
California
$30.8M
4
EWA
4
EP Wealth Advisors
California
$29.9M
5
1WM
5
1900 Wealth Management
Texas
$19.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
LPL Financial
2
LPL Financial
California
$32.1M
3
ACA
3
Ackerman Capital Advisors
Texas
$1.02M
4
UBS Group
4
UBS Group
Switzerland
$66.3M
5
IFA
5
Interactive Financial Advisors
Illinois
$400K
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
151
RFG Advisory
Alabama
$244K +$677 +28 +0.3%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$242K – – –
AIFAIM
153
American Institute for Advanced Investment Management
Arizona
$231K +$12.1K +500 +6%
MWM
154
Meridian Wealth Management
Kentucky
$225K – – –
AWA
155
Alaska Wealth Advisors
Alaska
$225K – – –
BPFA
156
Barnes Pettey Financial Advisors
Mississippi
$215K -$76.7K -3,171 -26%
BRWA
157
B. Riley Wealth Advisors
Florida
$204K -$163K -6,758 -44%
EWM
158
Evercore Wealth Management
New York
$203K +$203K +8,393 New
WCM
159
Winthrop Capital Management
Indiana
$186K +$186K +7,712 New
AA
160
Ancora Advisors
Ohio
$178K – – –
CIAS
161
Capital Investment Advisory Services
North Carolina
$153K -$14.6K -603 -9%
HI
162
Harbour Investments
Wisconsin
$152K -$99.2K -4,104 -40%
EWA
163
EverSource Wealth Advisors
Alabama
$147K +$147K +6,100 New
RFS
164
Richardson Financial Services
Massachusetts
$147K +$147K +6,096 New
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$141K -$2.37K -98 -2%
ACA
166
Aptus Capital Advisors
Alabama
$125K – – –
FPFS
167
First Personal Financial Services
North Carolina
$95K – – –
CFB
168
Cullen/Frost Bankers
Texas
$88.2K – – –
PFBT
169
Parkside Financial Bank & Trust
Missouri
$84.6K +$84.6K +3,500 New
CFGS
170
Concourse Financial Group Securities
Alabama
$57.4K – – –
GWM
171
Geneos Wealth Management
Colorado
$51.4K – – –
BTI
172
Blue Trust Inc
Georgia
$45K +$45K +2,035 +203,500%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$44.3K +$44.3K +1,831 New
LFA
174
LGT Financial Advisors
Texas
$36K +$290 +12 +0.8%
PTC
175
Private Trust Company
Ohio
$33.6K +$33.6K +1,391 New
5 6
7
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