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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

177 hedge funds and large institutions have $1.15B invested in Invesco National AMT-Free Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 73 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
46
Reduced
73
Closed
25
Calls
$255K
Puts
$282K
Net Calls
-$27K
Net Calls Change
+$370K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$556M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$48M
3
Ameriprise
3
Ameriprise
Minnesota
$26.8M
4
Wells Fargo
4
Wells Fargo
California
$31.9M
5
CIM
5
Confluence Investment Management
Missouri
$8.62M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$45M
2
TNBTD
2
Trustmark National Bank Trust Department
Mississippi
$34.4M
3
1WM
3
1900 Wealth Management
Texas
$10.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.73M
5
FCBT
5
First Citizens Bank & Trust
North Carolina
$834K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
176
Sound Income Strategies
Florida
$6.45K – – –
LWA
177
Lowe Wealth Advisors
Maryland
$1.15K – – –
PAG
178
Private Advisor Group
New Jersey
$551 -$308 -13,410 -36%
AWM
179
Avior Wealth Management
Nebraska
$100 – – –
CB
180
Commerce Bank
Missouri
– -$2.05M -93,032 Closed
LI
181
LMCG Investments
Massachusetts
– -$1.63M -73,720 Closed
SWRP
182
Summit Wealth & Retirement Planning
California
– -$1.43M -64,543 Closed
EFS
183
Econ Financial Services
Pennsylvania
– -$943K -42,726 Closed
WA
184
Waddell & Associates
Tennessee
– -$614K -27,810 Closed
GWM
185
Gray Wealth Management
Maine
– -$556K -25,200 Closed
CM
186
Columbus Macro
Pennsylvania
– -$363K -16,436 Closed
WS
187
Wedbush Securities
California
– -$317K -14,344 Closed
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
– -$315K -14,273 Closed
SVWAG
189
Sound View Wealth Advisors Group
Georgia
– -$288K -13,045 Closed
PFGIA
190
Patriot Financial Group Insurance Agency
Massachusetts
– -$278K -12,607 Closed
ACP
191
Aveo Capital Partners
Colorado
– -$246K -11,131 Closed
ACS
192
Archford Capital Strategies
Illinois
– -$228K -10,314 Closed
MWM
193
Meridian Wealth Management
Kentucky
– -$201K -9,105 Closed
PTC
194
Private Trust Company
Ohio
– -$195K -8,818 Closed
CF
195
Centaurus Financial
California
– -$160K -7,261 Closed
HGERS
196
Householder Group Estate & Retirement Specialist
Arizona
– -$98K -4,458 Closed
TC
197
Trust Company
Kansas
– -$53K -2,404 Closed
CWC
198
Carolinas Wealth Consulting
North Carolina
– -$47K -2,109 Closed
Simplex Trading
199
Simplex Trading
Illinois
– -$34K -1,578 Closed
GWSG
200
GPS Wealth Strategies Group
Colorado
– -$34K -1,535 Closed
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