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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

211 hedge funds and large institutions have $1.91B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 64 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+12
Holders Change %
+6.03%
% of All Funds
3.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
84
Reduced
64
Closed
10
Calls
$123K
Puts
$995K
Net Calls
-$872K
Net Calls Change
-$407K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$983M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$48.5M
3
Truist Financial
3
Truist Financial
North Carolina
$8.45M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$28.6M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.84M

Top Sellers

1
CI
1
CX Institutional
Indiana
$14.4M
2
Jane Street
2
Jane Street
New York
$7.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.5M
4
UBS Group
4
UBS Group
Switzerland
$71.1M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
151
Harbour Investments
Wisconsin
$253K – – –
CFD
152
Creative Financial Designs
Indiana
$252K -$60K -2,533 -19%
HNB
153
Huntington National Bank
Ohio
$246K -$260K – –
AWS
154
Atria Wealth Solutions
New York
$245K -$14.4K -608 -6%
RA
155
RFG Advisory
Alabama
$241K +$687 +29 +0.3%
DWP
156
Daymark Wealth Partners
Ohio
$237K – – –
MPWT
157
MassMutual Private Wealth & Trust
Connecticut
$235K -$119K -5,007 -33%
PA
158
Pineridge Advisors
Missouri
$231K -$41.2K -1,739 -15%
AIFAIM
159
American Institute for Advanced Investment Management
Arizona
$226K – – –
AWA
160
Alaska Wealth Advisors
Alaska
$226K -$25.1K -1,060 -10%
EWA
161
EverSource Wealth Advisors
Alabama
$226K +$12.7K +533 +6%
MWM
162
Meridian Wealth Management
Kentucky
$220K +$220K +9,300 New
Mariner
163
Mariner
Kansas
$218K +$218K +9,222 New
GRP
164
Global Retirement Partners
California
$215K +$9.78K +413 +5%
SPC
165
Sigma Planning Corp
Michigan
$214K -$34.5K -1,455 -14%
BPFA
166
Barnes Pettey Financial Advisors
Mississippi
$211K – – –
First Trust Advisors
167
First Trust Advisors
Illinois
$200K -$1.4K -59 -0.7%
AA
168
Ancora Advisors
Ohio
$175K – – –
SOS
169
Silver Oak Securities
Tennessee
$170K +$170K +7,198 New
RFS
170
Richardson Financial Services
Massachusetts
$161K -$23.6K -996 -13%
CIAS
171
Capital Investment Advisory Services
North Carolina
$150K – – –
ACA
172
Aptus Capital Advisors
Alabama
$146K +$2.91K +123 +2%
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
$141K +$3.07K +3,068 +2%
IBOK
174
Independence Bank of Kentucky
Kentucky
$137K +$137K +5,800 New
PFBT
175
Parkside Financial Bank & Trust
Missouri
$125K +$42.5K +1,795 +51%
5 6
7
8 9