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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 %
RIA
201
Realta Investment Advisors
Delaware
$68.3K +$68.3K +2,889 New
GRP
202
Global Retirement Partners
California
$67.4K -$17.2K -730 -20%
CFB
203
Cullen/Frost Bankers
Texas
$56K -$30.1K -1,273 -35%
IBOK
204
Independence Bank of Kentucky
Kentucky
$55.8K -$81.1K -3,437 -59%
GSWM
205
Golden State Wealth Management
California
$52.1K +$52.1K +2,206 New
GI
206
GAMMA Investing
California
$42.5K -$25.6K -1,083 -38%
CIAS
207
Capital Investment Advisory Services
North Carolina
$41.8K -$113K -4,796 -73%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$39.4K – – –
WCM
209
Winthrop Capital Management
Indiana
$38K – – –
LFA
210
LGT Financial Advisors
Texas
$36.3K +$283 +12 +0.8%
IA
211
IFP Advisors
Florida
$35.4K +$4.72K +200 +15%
PTC
212
Private Trust Company
Ohio
$31.6K -$2.03K -86 -6%
WTC
213
WhitTier Trust Company
Nevada
$26.3K – – –
PA
214
PSI Advisors
Florida
$24.9K +$189 +8 +0.8%
FPB
215
First PREMIER Bank
South Dakota
$24K – – –
Franklin Resources
216
Franklin Resources
California
$23.6K – – –
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
FFA
218
Founders Financial Alliance
North Carolina
$15.6K +$118 +5 +0.8%
AF
219
Advisornet Financial
Minnesota
$14.5K – – –
BWL
220
Bogart Wealth LLC
Virginia
$13K +$13K +549 New
EWM
221
Evermay Wealth Management
Virginia
$10.7K +$10.7K +454 New
GEA
222
Glen Eagle Advisors
New Jersey
$8.83K – – –
BTI
223
Blue Trust Inc
Georgia
$7.98K +$7.98K +338 New
VCM
224
Versant Capital Management
Arizona
$6.09K – – –
PMFA
225
Plante Moran Financial Advisors
Michigan
$5.41K – – –
7 8
9
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