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Invesco National AMT-Free Municipal Bond ETF

199 hedge funds and large institutions have $1.84B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 52 reducing their positions, and 27 closing their positions.

Holders
199
Holders Change
-4
Holders Change %
-1.97%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
87
Reduced
52
Closed
27
Calls
$83K
Puts
$548K
Net Calls
-$465K
Net Calls Change
-$320K
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
176
Fidelity Investments
Massachusetts
$52.5K 2,205 +1,508 +216%
PTC
177
Private Trust Company
Ohio
$48.5K 2,034 +643 +46%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$46K 1,940 -3,888 -67%
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$39.7K 1,676 +1,676 New
LFA
180
LGT Financial Advisors
Texas
$35.7K 1,499 +11 +0.7%
IA
181
IFP Advisors
Florida
$31K 1,300 -50 -4%
SPIA
182
Steward Partners Investment Advisory
New York
$27.7K 1,162
WTC
183
WhitTier Trust Company
Nevada
$26.6K 1,115
PA
184
PSI Advisors
Florida
$24.6K 1,031 +7 +0.7%
FPB
185
First PREMIER Bank
South Dakota
$24K 1,000
Franklin Resources
186
Franklin Resources
California
$23.8K 1,000
CA
187
CoreCap Advisors
Michigan
$22.4K 941 +941 New
FFA
188
Founders Financial Alliance
North Carolina
$21.5K 904 +251 +38%
William Blair & Company
189
William Blair & Company
Illinois
$19.5K 820
OC
190
Oakworth Capital
Alabama
$16.7K 700
AF
191
Advisornet Financial
Minnesota
$14.7K 616
TFA
192
Transamerica Financial Advisors
Florida
$12K 474 -130,484 -100%
GEA
193
Glen Eagle Advisors
New Jersey
$8.91K 374
Citigroup
194
Citigroup
New York
$7.15K 300
SIS
195
Sound Income Strategies
Florida
$6.7K 281
VCM
196
Versant Capital Management
Arizona
$6.15K 258 +258 New
AAP
197
Arax Advisory Partners
Colorado
$5.62K 236
TRCT
198
Tower Research Capital (TRC)
New York
$4.77K 200
KFS
199
Kelly Financial Services
Massachusetts
$4.67K 196
IHWM
200
Iron Horse Wealth Management
Iowa
$2.43K 102