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Invesco National AMT-Free Municipal Bond ETF

211 hedge funds and large institutions have $1.91B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 64 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+12
Holders Change %
+6.03%
% of All Funds
3.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
84
Reduced
64
Closed
10
Calls
$123K
Puts
$995K
Net Calls
-$872K
Net Calls Change
-$407K
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
176
Fidelity Investments
Massachusetts
$97.5K +$45.3K +1,911 +87%
CFB
177
Cullen/Frost Bankers
Texas
$86.3K
CFGS
178
Concourse Financial Group Securities
Alabama
$79.2K +$23K +971 +41%
FPFS
179
First Personal Financial Services
North Carolina
$55.6K -$4.74K -200 -8%
IAIM
180
International Assets Investment Management
Florida
$43.8K +$43.8K +1,851 New
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$39.9K
WCM
182
Winthrop Capital Management
Indiana
$39K -$146K -6,086 -79%
LFA
183
LGT Financial Advisors
Texas
$35.8K +$308 +13 +0.9%
PTC
184
Private Trust Company
Ohio
$35.1K -$13.1K -553 -27%
GI
185
GAMMA Investing
California
$31.6K +$31.6K +1,336 New
IA
186
IFP Advisors
Florida
$30.8K
SPIA
187
Steward Partners Investment Advisory
New York
$27.5K
WTC
188
WhitTier Trust Company
Nevada
$26.4K
ATPW
189
Ashton Thomas Private Wealth
Arizona
$26K +$26K +1,100 New
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$25.9K +$25.9K +1,089 New
PA
191
PSI Advisors
Florida
$24.6K +$213 +9 +0.9%
FPB
192
First PREMIER Bank
South Dakota
$24K
Franklin Resources
193
Franklin Resources
California
$23.7K
CA
194
CoreCap Advisors
Michigan
$22.4K +$95 +4 +0.4%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$20K -$25.5K -1,087 -56%
SFC
196
Strategic Financial Concepts
Texas
$18.3K +$18.3K +30,778 New
OC
197
Oakworth Capital
Alabama
$16.6K
FFA
198
Founders Financial Alliance
North Carolina
$15.5K -$5.94K -251 -28%
AF
199
Advisornet Financial
Minnesota
$14.6K
TFA
200
Transamerica Financial Advisors
Florida
$12K