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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

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

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$52.4M
2
Bank of America
2
Bank of America
North Carolina
$947M
3
Jane Street
3
Jane Street
New York
$11.9M
4
SWP
4
Stratos Wealth Partners
Ohio
$13.9M
5
UBS Group
5
UBS Group
Switzerland
$75.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.3M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$18.5M
3
GAG
3
Goodman Advisory Group
Massachusetts
$18.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$14.6M
5
IAN
5
Integrated Advisors Network
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
201
BNP Paribas Financial Markets
France
$143 +$143 +6 New
IAN
202
Integrated Advisors Network
Texas
– -$4.9M -202,725 Closed
AFTS
203
American Financial & Tax Strategies
New York
– -$2.87M -123,948 Closed
EMAM
204
Encompass More Asset Management
California
– -$1.42M -58,579 Closed
Charles Schwab
205
Charles Schwab
California
– -$1.14M -47,226 Closed
AWM
206
AE Wealth Management
Kansas
– -$986K -41,394 Closed
ACM
207
AlphaStar Capital Management
North Carolina
– -$769K -31,791 Closed
RWM
208
Revisor Wealth Management
Ohio
– -$724K -29,956 Closed
GI
209
GLOBALT Investments
Georgia
– -$469K -19,400 Closed
MCI
210
MRP Capital Investments
Georgia
– -$441K -18,236 Closed
MW
211
Marcum Wealth
Ohio
– -$433K -17,900 Closed
AFA
212
Arlington Financial Advisors
California
– -$265K -10,952 Closed
AA
213
AlphaQ Advisors
Florida
– -$258K -10,667 Closed
KL
214
KWMG LLC
Kansas
– -$251K -10,369 Closed
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
– -$242K -9,990 Closed
MWM
216
Meridian Wealth Management
Kentucky
– -$225K -9,300 Closed
GWM
217
Geneos Wealth Management
Colorado
– -$51.4K -2,126 Closed
BTI
218
Blue Trust Inc
Georgia
– -$45K -2,036 Closed
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
– -$44.3K -1,831 Closed
Jones Financial Companies
220
Jones Financial Companies
Missouri
– -$21.3K -881 Closed
AFS
221
Annapolis Financial Services
Maryland
– -$15.4K -638 Closed
CTB
222
Country Trust Bank
Illinois
– -$9.65K -399 Closed
GI
223
Gradient Investments
Minnesota
– -$3.1K -128 Closed
PS
224
Planned Solutions
California
– -$2.32K -96 Closed
GWMIA
225
Global Wealth Management Investment Advisory
Florida
– -$1.31K -54 Closed
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