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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

217 hedge funds and large institutions have $1.99B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+6
Holders Change %
+2.84%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
25
Increased
83
Reduced
74
Closed
18
Calls
$114K
Puts
$845K
Net Calls
-$731K
Net Calls Change
+$141K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.04B
2
Renaissance Technologies
Renaissance Technologies
New York
$14M
3
BIP
Blueprint Investment Partners
North Carolina
$5.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$33M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$61M

Top Sellers

1
TNBTD
Trustmark National Bank Trust Department
Mississippi
$15.5M
2
Jane Street
Jane Street
New York
$715K
3
Morgan Stanley
Morgan Stanley
New York
$44.5M
4
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$3.63M
5
EC
Elequin Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
151
Addison Advisors
Vermont
$280K – – –
PSB
152
Passumpsic Savings Bank
Vermont
$279K – – –
GLA
153
Good Life Advisors
Pennsylvania
$277K +$277K +11,472 New
WF
154
Warner Financial
Maryland
$274K – – –
GIA
155
Goodwin Investment Advisory
Georgia
$272K -$26.8K -1,109 -9%
Northern Trust
156
Northern Trust
Illinois
$265K – – –
NFG
157
Nations Financial Group
Iowa
$264K – – –
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$263K +$263K +10,899 New
HI
159
Harbour Investments
Wisconsin
$258K – – –
MWM
160
Meridian Wealth Management
Kentucky
$255K +$30.2K +1,250 +13%
HNB
161
Huntington National Bank
Ohio
$248K -$246K – –
DWP
162
Daymark Wealth Partners
Ohio
$241K – – –
RWA
163
River Wealth Advisors
Pennsylvania
$240K +$240K +9,931 New
MPWT
164
MassMutual Private Wealth & Trust
Connecticut
$236K -$3.96K -164 -2%
EWA
165
EverSource Wealth Advisors
Alabama
$232K +$3.7K +153 +2%
AWA
166
Alaska Wealth Advisors
Alaska
$231K +$749 +31 +0.3%
AIFAIM
167
American Institute for Advanced Investment Management
Arizona
$231K – – –
AWG
168
Altus Wealth Group
Colorado
$223K +$223K +9,250 New
CFD
169
Creative Financial Designs
Indiana
$222K -$35.6K -1,476 -14%
SOS
170
Silver Oak Securities
Tennessee
$216K +$42.6K +1,762 +24%
IFA
171
Interactive Financial Advisors
Illinois
$207K -$77.6K -3,213 -27%
RFS
172
Richardson Financial Services
Massachusetts
$206K +$43.9K +1,848 +27%
First Trust Advisors
173
First Trust Advisors
Illinois
$205K +$1.16K +48 +0.6%
SPC
174
Sigma Planning Corp
Michigan
$203K -$14.4K -598 -7%
AWS
175
Atria Wealth Solutions
New York
$203K -$46.3K -1,916 -19%
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