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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

187 hedge funds and large institutions have $1.3B invested in Invesco National AMT-Free Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 82 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+3
Holders Change %
+1.63%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
82
Reduced
45
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$703M
2
Jane Street
2
Jane Street
New York
$18.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$46.6M
4
KIM
4
Karpus Investment Management
New York
$6.19M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$4.11M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$12K
2
Ameriprise
2
Ameriprise
Minnesota
$16.8M
3
CS
3
Credit Suisse
Switzerland
$442K
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$423K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
176
Transamerica Financial Advisors
Florida
$13K +$477 +17 +4%
RCM
177
Robinson Capital Management
Michigan
$12K -$8.4M -320,462 -100%
CFA
178
Carroll Financial Associates
North Carolina
$10K – – –
LS
179
Leelyn Smith
Illinois
$9K -$329 -12 -4%
MAM
180
Meeder Asset Management
Ohio
$9K – – –
SIS
181
Sound Income Strategies
Florida
$8K – – –
FA
182
Faithward Advisors
Pennsylvania
$4K – – –
AWA
183
Arkadios Wealth Advisors
Georgia
$4K +$4K +159 New
HWMA
184
Heritage Wealth Management (Arizona)
Arizona
$4K +$4K +161 New
LWM
185
Liberty Wealth Management
California
$3K +$3K +125 New
LWA
186
Lowe Wealth Advisors
Maryland
$1K – – –
GWMIA
187
Global Wealth Management Investment Advisory
Florida
$1K – – –
Goldman Sachs
188
Goldman Sachs
New York
– -$1.15M -42,855 Closed
SW
189
SlateStone Wealth
Florida
– -$448K -16,732 Closed
Mariner
190
Mariner
Kansas
– -$445K -16,643 Closed
IWM
191
IHT Wealth Management
Illinois
– -$396K -14,782 Closed
ARG
192
Advisory Resource Group
Oklahoma
– -$293K -10,947 Closed
CRCM
193
Corbett Road Capital Management
Virginia
– -$262K -9,799 Closed
AWM
194
Apollon Wealth Management
South Carolina
– -$245K -9,154 Closed
CS
195
Comerica Securities
Michigan
– -$236K -8,836 Closed
M&T Bank
196
M&T Bank
New York
– -$212K -7,929 Closed
AF
197
Advisornet Financial
Minnesota
– -$168K -6,288 Closed
WAP
198
Wealthcare Advisory Partners
Pennsylvania
– -$103K -3,835 Closed
AIC
199
Ameritas Investment Company
Nebraska
– -$56.7K -2,120 Closed
NG
200
NWK Group
California
– -$56K -2,079 Closed
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