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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

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.

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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$983M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$48.5M
3
Truist Financial
3
Truist Financial
North Carolina
$8.45M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$28.6M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.84M

Top Sellers

1
CI
1
CX Institutional
Indiana
$14.4M
2
Jane Street
2
Jane Street
New York
$7.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.5M
4
UBS Group
4
UBS Group
Switzerland
$71.1M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNWA
201
Financial Network Wealth Advisors
Utah
$10.8K +$10.8K +454 New
GEA
202
Glen Eagle Advisors
New Jersey
$8.86K – – –
Citigroup
203
Citigroup
New York
$7.1K – – –
SIS
204
Sound Income Strategies
Florida
$6.65K – – –
VCM
205
Versant Capital Management
Arizona
$6.11K – – –
AAP
206
Arax Advisory Partners
Colorado
$5.59K – – –
PMFA
207
Plante Moran Financial Advisors
Michigan
$5.42K +$5.42K +229 New
KFS
208
Kelly Financial Services
Massachusetts
$4.85K +$213 +9 +5%
FHC
209
First Heartland Consultants
Missouri
$3.01K +$46 +1,938 +2%
IHWM
210
Iron Horse Wealth Management
Iowa
$2.42K – – –
FFA
211
Farther Finance Advisors
California
$1.25K +$1.25K +53 New
AWM
212
Avior Wealth Management
Nebraska
$100 -$5.66K -5,664 -98%
MFG
213
MidWestOne Financial Group
Iowa
– -$786K -33,000 Closed
VFPW
214
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$477K -20,021 Closed
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
– -$311K -13,044 Closed
Qube Research & Technologies (QRT)
216
Qube Research & Technologies (QRT)
United Kingdom
– -$299K -12,548 Closed
FCI
217
Financial Counselors Inc
Kansas
– -$222K -9,311 Closed
AAS
218
Avantax Advisory Services
Texas
– -$214K -8,961 Closed
EWM
219
Evercore Wealth Management
New York
– -$200K -8,393 Closed
William Blair & Company
220
William Blair & Company
Illinois
– -$19.5K -820 Closed
TRCT
221
Tower Research Capital (TRC)
New York
– -$4.77K -200 Closed
BNP Paribas Financial Markets
222
BNP Paribas Financial Markets
France
– -$143 -6 Closed
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