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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
$930M
2
Morgan Stanley
Morgan Stanley
New York
$95.8M
3
OPAM
Ocean Park Asset Management
California
$30.8M
4
EWA
EP Wealth Advisors
California
$29.9M
5
1WM
1900 Wealth Management
Texas
$19.1M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
LPL Financial
LPL Financial
California
$32.1M
3
ACA
Ackerman Capital Advisors
Texas
$1.02M
4
UBS Group
UBS Group
Switzerland
$66.3M
5
IFA
Interactive Financial Advisors
Illinois
$400K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWMIA
201
Global Wealth Management Investment Advisory
Florida
$1.31K – – –
LWA
202
Lowe Wealth Advisors
Maryland
$1.21K – – –
TAM
203
Tucker Asset Management
Colorado
$459 +$459 +19 New
AWM
204
Avior Wealth Management
Nebraska
$100 – – –
ODG
205
O'Dell Group
Ohio
$25 +$25 +1 New
Jane Street
206
Jane Street
New York
– -$34.1M -1,539,396 Closed
Susquehanna International Group
207
Susquehanna International Group
Pennsylvania
– -$2.95M -132,929 Closed
LCWP
208
Legacy Capital Wealth Partners
Arkansas
– -$776K -35,000 Closed
MPW
209
Melone Private Wealth
Michigan
– -$529K -23,849 Closed
Financial Engines Advisors
210
Financial Engines Advisors
California
– -$506K -22,830 Closed
SF
211
Synovus Financial
Georgia
– -$474K -21,400 Closed
LAS
212
Lloyd Advisory Services
Georgia
– -$377K -17,022 Closed
NG
213
Norden Group
Utah
– -$377K -17,022 Closed
SP
214
Successful Portfolios
Florida
– -$254K -11,450 Closed
TSS
215
Two Sigma Securities
New York
– -$246K -11,107 Closed
MWA
216
Mills Wealth Advisors
Texas
– -$246K -11,089 Closed
SPC
217
Sigma Planning Corp
Michigan
– -$217K -9,801 Closed
MA
218
Mutual Advisors
Nebraska
– -$216K -9,766 Closed
Citadel Advisors
219
Citadel Advisors
Florida
– -$80.3K -3,624 Closed
SSWM
220
Sheets Smith Wealth Management
North Carolina
– -$77.6K -3,500 Closed
CSPIA
221
Cary Street Partners Investment Advisory
Virginia
– -$77.4K -3,494 Closed
CCP
222
Carmel Capital Partners
California
– -$75.6K -3,411 Closed
RTC
223
Riverview Trust Company
Washington
– -$49.2K -2,220 Closed
NSIM
224
North Star Investment Management
Illinois
– -$44.3K -2,000 Closed
BFEC
225
Benjamin F. Edwards & Company
Missouri
– -$44K -1,987 Closed
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