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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

229 hedge funds and large institutions have $2.19B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+12
Holders Change %
+5.53%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
84
Reduced
75
Closed
24
Calls
$227K
Puts
$47K
Net Calls
+$180K
Net Calls Change
+$911K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.17B
2
AAS
2
Annex Advisory Services
Wisconsin
$16.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$13.1M
4
LPL Financial
4
LPL Financial
California
$48.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$60.2M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.77M
2
TNBTD
2
Trustmark National Bank Trust Department
Mississippi
$9.3M
3
BIP
3
Blueprint Investment Partners
North Carolina
$0
4
Ameriprise
4
Ameriprise
Minnesota
$37.3M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$965K
Name Holding Trade Value Shares
Change 		Shares
Change %
PSB
151
Passumpsic Savings Bank
Vermont
$304K +$30.7K +1,300 +11%
TSS
152
Two Sigma Securities
New York
$300K +$300K +12,694 New
SOS
153
Silver Oak Securities
Tennessee
$297K +$84.7K +3,584 +40%
CPL
154
CAP Partners LLC
Tennessee
$296K +$1.89K +80 +0.6%
AC
155
ASB Consultores
Florida
$295K -$10.9K -461 -4%
JJBC
156
James J. Burns & Company
New York
$293K +$2.33K +99 +0.8%
RW
157
Rede Wealth
Virginia
$285K -$46.3K -1,959 -14%
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$284K +$52.8K +2,238 +23%
ALA
159
Atlas Legacy Advisors
California
$278K +$278K +11,795 New
AA
160
Addison Advisors
Vermont
$274K – – –
Cambridge Investment Research Advisors
161
Cambridge Investment Research Advisors
Iowa
$262K +$4.72K +200 +2%
CSP
162
Cary Street Partners
Virginia
$262K +$262K +11,077 New
GIA
163
Goodwin Investment Advisory
Georgia
$261K -$4.93K -209 -2%
FCI
164
Financial Counselors Inc
Kansas
$253K +$253K +10,721 New
HI
165
Harbour Investments
Wisconsin
$252K – – –
MWM
166
Meridian Wealth Management
Kentucky
$249K – – –
AIFAIM
167
American Institute for Advanced Investment Management
Arizona
$249K +$23.6K +1,000 +10%
DJSG
168
D.J. St. Germain
Massachusetts
$248K +$248K +10,488 New
LSWP
169
Liberty Square Wealth Partners
Pennsylvania
$246K +$246K +10,437 New
Fidelity Investments
170
Fidelity Investments
Massachusetts
$246K +$84.1K +3,564 +52%
HNB
171
Huntington National Bank
Ohio
$243K -$248K – –
Corient Private Wealth
172
Corient Private Wealth
Florida
$243K -$273K -11,583 -53%
OPS
173
Orion Portfolio Solutions
Nebraska
$241K +$241K +10,194 New
BCI
174
Brinker Capital Investments
Pennsylvania
$241K +$241K +10,194 New
DWP
175
Daymark Wealth Partners
Ohio
$236K – – –
5 6
7
8 9