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Invesco National AMT-Free Municipal Bond ETF

203 hedge funds and large institutions have $1.77B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+15
Holders Change %
+7.98%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
43
Increased
63
Reduced
65
Closed
27
Calls
$58K
Puts
$203K
Net Calls
-$145K
Net Calls Change
+$493K
Name Holding Trade Value Shares
Change
Shares
Change %
IA
176
IFP Advisors
Florida
$32.6K -$18.4K -761 -36%
SPIA
177
Steward Partners Investment Advisory
New York
$28.1K
WTC
178
WhitTier Trust Company
Nevada
$27K -$10.4K -432 -28%
PA
179
PSI Advisors
Florida
$24.7K +$217 +9 +0.9%
Franklin Resources
180
Franklin Resources
California
$24.2K
FPB
181
First PREMIER Bank
South Dakota
$24K
Jones Financial Companies
182
Jones Financial Companies
Missouri
$21.3K +$21.3K +881 New
William Blair & Company
183
William Blair & Company
Illinois
$19.8K
OC
184
Oakworth Capital
Alabama
$16.9K -$1.11K -46 -6%
Fidelity Investments
185
Fidelity Investments
Massachusetts
$16.9K +$12.2K +504 +261%
FFA
186
Founders Financial Alliance
North Carolina
$15.8K
AFS
187
Annapolis Financial Services
Maryland
$15.4K +$15.4K +638 New
AF
188
Advisornet Financial
Minnesota
$14.9K
BWM
189
Baystate Wealth Management
Massachusetts
$12.2K +$12.2K +502 New
CTB
190
Country Trust Bank
Illinois
$9.65K
GEA
191
Glen Eagle Advisors
New Jersey
$9.04K -$32.9K -1,359 -78%
Citigroup
192
Citigroup
New York
$7.25K -$90.1K -3,726 -93%
SIS
193
Sound Income Strategies
Florida
$6.8K
AAP
194
Arax Advisory Partners
Colorado
$5.71K +$5.71K +236 New
TRCT
195
Tower Research Capital (TRC)
New York
$4.84K +$4.84K +200 New
KFS
196
Kelly Financial Services
Massachusetts
$4.74K -$109K -4,501 -96%
CAS
197
Coppell Advisory Solutions
Texas
$4.72K +$4.72K +195 New
GI
198
Gradient Investments
Minnesota
$3.1K
IHWM
199
Iron Horse Wealth Management
Iowa
$2.47K
PS
200
Planned Solutions
California
$2.32K +$2.32K +96 New