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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

188 hedge funds and large institutions have $1.4B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+8
Holders Change %
+4.44%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
56
Reduced
64
Closed
21
Calls
$33K
Puts
$671K
Net Calls
-$638K
Net Calls Change
-$601K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$752M
2
Jane Street
2
Jane Street
New York
$34.1M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$15M
4
Comerica Bank
4
Comerica Bank
Texas
$9.01M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$21M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$2.61M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
AFS
3
Axiom Financial Strategies
Indiana
$0
4
Wells Fargo
4
Wells Fargo
California
$37.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
176
Advisornet Financial
Minnesota
$13.7K – – –
Deutsche Bank
177
Deutsche Bank
Germany
$13.3K – – –
CPG
178
Cornerstone Planning Group
New Jersey
$13.2K – – –
FAM
179
Flaharty Asset Management
Florida
$9.73K +$9.73K +439 New
CTB
180
Country Trust Bank
Illinois
$8.84K +$8.84K +399 New
SIS
181
Sound Income Strategies
Florida
$6.23K – – –
LWCFA
182
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.95K -$99.7K -4,511 -95%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$4.28K -$61.5K -2,775 -93%
GI
184
Gradient Investments
Minnesota
$2.84K – – –
IHWM
185
Iron Horse Wealth Management
Iowa
$2.26K +$2.26K +102 New
GWMIA
186
Global Wealth Management Investment Advisory
Florida
$1.2K – – –
LWA
187
Lowe Wealth Advisors
Maryland
$1.11K – – –
HWP
188
Hibernia Wealth Partners
Louisiana
$842 +$842 +38 New
AWM
189
Avior Wealth Management
Nebraska
$100 – – –
FTUS
190
Flow Traders U.S.
New York
– -$8.55M -362,265 Closed
AFS
191
Axiom Financial Strategies
Indiana
– -$4.61M -195,317 Closed
Renaissance Technologies
192
Renaissance Technologies
New York
– -$4.14M -175,300 Closed
SWM
193
Spire Wealth Management
Virginia
– -$1.86M -78,652 Closed
API
194
Advisor Partners II
California
– -$624K -26,455 Closed
AT
195
Arden Trust
Delaware
– -$624K -26,455 Closed
MCI
196
MRP Capital Investments
Georgia
– -$430K -18,236 Closed
OMC
197
Old Mission Capital
Illinois
– -$404K -17,114 Closed
AIA
198
Alera Investment Advisors
Illinois
– -$282K -11,950 Closed
AAS
199
Avantax Advisory Services
Texas
– -$239K -10,133 Closed
TC
200
Telemus Capital
Michigan
– -$210K -8,917 Closed
5 6 7
8
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