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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

229 hedge funds and large institutions have $2.19B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+12
Holders Change %
+5.53%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
84
Reduced
75
Closed
24
Calls
$227K
Puts
$47K
Net Calls
+$180K
Net Calls Change
+$911K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.17B
2
AAS
2
Annex Advisory Services
Wisconsin
$16.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$13.1M
4
LPL Financial
4
LPL Financial
California
$48.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$60.2M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.77M
2
TNBTD
2
Trustmark National Bank Trust Department
Mississippi
$9.3M
3
BIP
3
Blueprint Investment Partners
North Carolina
$0
4
Ameriprise
4
Ameriprise
Minnesota
$37.3M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$965K
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
176
Millennium Management
New York
$234K +$234K +9,929 New
KL
177
KWMG LLC
Kansas
$234K +$234K +9,911 New
PFBT
178
Parkside Financial Bank & Trust
Missouri
$234K +$117K +4,949 +100%
Creative Planning
179
Creative Planning
Kansas
$233K -$190K -8,040 -45%
WRPWM
180
Werba Rubin Papier Wealth Management
California
$231K -$73.3K -3,105 -24%
AWA
181
Alaska Wealth Advisors
Alaska
$226K – – –
HAM
182
Harmony Asset Management
Arizona
$220K +$220K +9,300 New
PFG
183
PAX Financial Group
Texas
$219K +$219K +9,294 New
AWG
184
Altus Wealth Group
Colorado
$218K – – –
OC
185
Oppenheimer & Co
New York
$217K +$217K +9,196 New
TW
186
Towerpoint Wealth
California
$217K +$217K +9,192 New
IFA
187
Interactive Financial Advisors
Illinois
$217K +$14.1K +596 +7%
Vontobel Holding
188
Vontobel Holding
Switzerland
$212K +$212K +8,974 New
WSFS
189
Wilmington Savings Fund Society
Delaware
$210K +$133K +5,637 +173%
PCH
190
PGIM Custom Harvest
New Jersey
$206K +$206K +8,741 New
EWA
191
EverSource Wealth Advisors
Alabama
$202K -$24.7K -1,045 -11%
ACA
192
Aptus Capital Advisors
Alabama
$181K +$35.2K +1,490 +24%
T
193
Transce3nd
Texas
$177K +$177K +7,493 New
PA
194
Pineridge Advisors
Missouri
$176K -$3.99K -169 -2%
AA
195
Ancora Advisors
Ohio
$174K – – –
RFS
196
Richardson Financial Services
Massachusetts
$163K -$42K -1,777 -21%
TCM
197
TruNorth Capital Management
Michigan
$153K +$11.8K +500 +8%
AWM
198
Avior Wealth Management
Nebraska
$137K +$53.2K +2,289 +63%
FFA
199
Farther Finance Advisors
California
$102K +$1.58K +67 +2%
CFGS
200
Concourse Financial Group Securities
Alabama
$78.8K – – –
6 7
8
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