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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

199 hedge funds and large institutions have $1.84B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 52 reducing their positions, and 27 closing their positions.

Holders
199
Holders Change
-4
Holders Change %
-1.97%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
87
Reduced
52
Closed
27
Calls
$83K
Puts
$548K
Net Calls
-$465K
Net Calls Change
-$320K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$52.4M
2
Bank of America
2
Bank of America
North Carolina
$947M
3
Jane Street
3
Jane Street
New York
$11.9M
4
SWP
4
Stratos Wealth Partners
Ohio
$13.9M
5
UBS Group
5
UBS Group
Switzerland
$75.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.3M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$18.5M
3
GAG
3
Goodman Advisory Group
Massachusetts
$18.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$14.6M
5
IAN
5
Integrated Advisors Network
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
151
Sigma Planning Corp
Michigan
$250K 10,479 +10,479 New
CPL
152
CAP Partners LLC
Tennessee
$245K 10,286 +120 +1%
RA
153
RFG Advisory
Alabama
$242K 10,139 +28 +0.3%
DWP
154
Daymark Wealth Partners
Ohio
$238K 9,990 +9,990 New
AIFAIM
155
American Institute for Advanced Investment Management
Arizona
$227K 9,545 – –
FCI
156
Financial Counselors Inc
Kansas
$222K 9,311 +9,311 New
OMC
157
Old Mission Capital
Illinois
$215K 9,034 +9,034 New
AAS
158
Avantax Advisory Services
Texas
$214K 8,961 -2,750 -23%
BPFA
159
Barnes Pettey Financial Advisors
Mississippi
$212K 8,890 – –
EWA
160
EverSource Wealth Advisors
Alabama
$208K 8,906 +2,806 +46%
GRP
161
Global Retirement Partners
California
$206K 8,647 -3,005 -26%
First Trust Advisors
162
First Trust Advisors
Illinois
$203K 8,507 +8,507 New
EWM
163
Evercore Wealth Management
New York
$200K 8,393 – –
RFS
164
Richardson Financial Services
Massachusetts
$186K 7,809 +1,713 +28%
WCM
165
Winthrop Capital Management
Indiana
$184K 7,712 – –
AA
166
Ancora Advisors
Ohio
$176K 7,382 – –
CIAS
167
Capital Investment Advisory Services
North Carolina
$151K 6,331 – –
ACA
168
Aptus Capital Advisors
Alabama
$144K 6,038 +877 +17%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$138K 138,135 -8,980 -6%
AWM
170
Avior Wealth Management
Nebraska
$135K 5,764 +5,664 +5,664%
GIA
171
Goodwin Investment Advisory
Georgia
$127K 5,311 +5,311 New
CFB
172
Cullen/Frost Bankers
Texas
$86.9K 3,646 – –
PFBT
173
Parkside Financial Bank & Trust
Missouri
$83.4K 3,500 – –
FPFS
174
First Personal Financial Services
North Carolina
$60.8K 2,550 -1,380 -35%
CFGS
175
Concourse Financial Group Securities
Alabama
$56.5K 2,373 – –
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