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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

217 hedge funds and large institutions have $1.99B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+6
Holders Change %
+2.84%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
25
Increased
83
Reduced
74
Closed
18
Calls
$114K
Puts
$845K
Net Calls
-$731K
Net Calls Change
+$141K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.04B
2
Renaissance Technologies
Renaissance Technologies
New York
$14M
3
BIP
Blueprint Investment Partners
North Carolina
$5.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$33M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$61M

Top Sellers

1
TNBTD
Trustmark National Bank Trust Department
Mississippi
$15.5M
2
Jane Street
Jane Street
New York
$715K
3
Morgan Stanley
Morgan Stanley
New York
$44.5M
4
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$3.63M
5
EC
Elequin Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
176
Evercore Wealth Management
New York
$203K +$203K +8,393 New
PA
177
Pineridge Advisors
Missouri
$184K -$52.2K -2,163 -22%
AA
178
Ancora Advisors
Ohio
$178K – – –
Fidelity Investments
179
Fidelity Investments
Massachusetts
$166K +$66.5K +2,752 +67%
CIAS
180
Capital Investment Advisory Services
North Carolina
$159K +$5.7K +236 +4%
ACA
181
Aptus Capital Advisors
Alabama
$149K – – –
TCM
182
TruNorth Capital Management
Michigan
$145K +$145K +6,000 New
IBOK
183
Independence Bank of Kentucky
Kentucky
$140K – – –
Mercer Global Advisors
184
Mercer Global Advisors
Colorado
$135K -$6.49K -6,485 -5%
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$127K +$127K +5,262 New
PFBT
186
Parkside Financial Bank & Trust
Missouri
$120K -$8.36K -346 -7%
FFA
187
Farther Finance Advisors
California
$102K +$101K +4,181 +7,889%
CFB
188
Cullen/Frost Bankers
Texas
$88.1K – – –
GRP
189
Global Retirement Partners
California
$86.6K -$132K -5,474 -60%
AWM
190
Avior Wealth Management
Nebraska
$85.2K +$82.8K +3,523 +3,523%
FCM
191
Fourpath Capital Management
Oklahoma
$85K +$85K +3,520 New
CFGS
192
Concourse Financial Group Securities
Alabama
$80.8K – – –
WSFS
193
Wilmington Savings Fund Society
Delaware
$78.9K +$78.9K +3,267 New
GI
194
GAMMA Investing
California
$69.7K +$37.4K +1,549 +116%
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$40.5K – – –
WCM
196
Winthrop Capital Management
Indiana
$39K – – –
LFA
197
LGT Financial Advisors
Texas
$36.8K +$290 +12 +0.8%
PTC
198
Private Trust Company
Ohio
$34.4K -$1.35K -56 -4%
IA
199
IFP Advisors
Florida
$31.4K – – –
WTC
200
WhitTier Trust Company
Nevada
$26.9K – – –
6 7
8
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