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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

184 hedge funds and large institutions have $1.17B invested in Invesco National AMT-Free Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+7
Holders Change %
+3.95%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
74
Reduced
53
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$647M
2
RCM
2
Robinson Capital Management
Michigan
$8.59M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.3M
4
Barclays
4
Barclays
United Kingdom
$2.63M
5
CS
5
Credit Suisse
Switzerland
$2.54M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$4.07M
2
Morgan Stanley
2
Morgan Stanley
New York
$39.6M
3
AHC
3
Anderson Hoagland & Co
Missouri
$311K
4
Wells Fargo
4
Wells Fargo
California
$11.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VRM
176
Vectors Research Management
New York
$12K +$757 +28 +7%
TCWM
177
Total Clarity Wealth Management
Illinois
$11K +$11K +400 New
CFA
178
Carroll Financial Associates
North Carolina
$10K – – –
MAM
179
Meeder Asset Management
Ohio
$9K – – –
LS
180
Leelyn Smith
Illinois
$9K +$9K +340 New
SIS
181
Sound Income Strategies
Florida
$7.52K – – –
1WM
182
1900 Wealth Management
Texas
$4.76K -$744 -27,794 -14%
FA
183
Faithward Advisors
Pennsylvania
$4K – – –
LWA
184
Lowe Wealth Advisors
Maryland
$1K – – –
GWMIA
185
Global Wealth Management Investment Advisory
Florida
$1K – – –
Renaissance Technologies
186
Renaissance Technologies
New York
– -$1.58M -58,100 Closed
FTUS
187
Flow Traders U.S.
New York
– -$787K -29,021 Closed
TI
188
tru Independence
Oregon
– -$521 -21,688 Closed
MIM
189
Moseley Investment Management
Florida
– -$617K -16,795 Closed
IAN
190
Integrated Advisors Network
Texas
– -$439K -16,183 Closed
RB
191
Renasant Bank
Mississippi
– -$370K -13,640 Closed
HR
192
Hardy Reed
Mississippi
– -$370K -13,640 Closed
LWAC
193
Laurel Wealth Advisors (California)
California
– -$299K -11,045 Closed
VSWA
194
Vontobel Swiss Wealth Advisors
Switzerland
– -$237K -8,757 Closed
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
– -$236K -8,720 Closed
DWM
196
Dakota Wealth Management
Florida
– -$224K -8,277 Closed
RJT
197
Raymond James Trust
Florida
– -$217K -8,009 Closed
IWP
198
Insight Wealth Partners
Texas
– -$201K -7,415 Closed
ASN
199
Advisory Services Network
Georgia
– -$139K -5,132 Closed
ICP
200
Interchange Capital Partners
Pennsylvania
– -$100K -3,695 Closed
5 6 7
8
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