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Invesco National AMT-Free Municipal Bond ETF

196 hedge funds and large institutions have $1.25B invested in Invesco National AMT-Free Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-14
Holders Change %
-6.67%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
65
Reduced
67
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
176
IAG Wealth Partners
Wisconsin
$27K -$27K -1,076 -50%
Franklin Resources
177
Franklin Resources
California
$25K
AWM
178
Atticus Wealth Management
Florida
$25K +$25K +1,002 New
VCM
179
Vigilant Capital Management
Maine
$25K +$25K +1,006 New
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$23K
BWL
181
Bogart Wealth LLC
Virginia
$21K +$101 +4 +0.5%
FFA
182
Founders Financial Alliance
North Carolina
$16K
AF
183
Advisornet Financial
Minnesota
$15K
CFD
184
Creative Financial Designs
Indiana
$15K +$76 +3 +0.5%
LS
185
Leelyn Smith
Illinois
$15K +$7.4K +293 +97%
TFA
186
Transamerica Financial Advisors
Florida
$12K +$162 +6 +1%
RCM
187
Robinson Capital Management
Michigan
$11K
MAM
188
Meeder Asset Management
Ohio
$10K
EC
189
Elequin Capital
New York
$10K +$10K +411 New
NFSG
190
Newbridge Financial Services Group
Florida
$8K
SIS
191
Sound Income Strategies
Florida
$7K
Northern Trust
192
Northern Trust
Illinois
$6K +$3.24K +13,094 +117%
FA
193
Faithward Advisors
Pennsylvania
$4K
HWMA
194
Heritage Wealth Management (Arizona)
Arizona
$4K +$4K +161 New
CMA
195
Cedar Mountain Advisors
Oregon
$2K +$2K +97 New
LWA
196
Lowe Wealth Advisors
Maryland
$1K
GWMIA
197
Global Wealth Management Investment Advisory
Florida
$1K
FTS
198
Fifth Third Securities
Ohio
-$4.11M -151,499 Closed
EF
199
Empowered Funds
Pennsylvania
-$3.63M -133,941 Closed
Citadel Advisors
200
Citadel Advisors
Florida
-$1.14M -41,954 Closed