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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

69 hedge funds and large institutions have $200M invested in Invesco National AMT-Free Municipal Bond ETF in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 34 reducing their positions, and 6 closing their positions.

Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
14
Reduced
34
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$8.26M
2
FAAS
2
First Allied Advisory Services
California
$6.06M
3
TIM
3
Tortoise Investment Management
New York
$3.16M
4
Citigroup
4
Citigroup
New York
$3.58M
5
Jane Street
5
Jane Street
New York
$1.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$54.9M
2
KIM
2
Karpus Investment Management
New York
$9.53M
3
Morgan Stanley
3
Morgan Stanley
New York
$23.3M
4
ACM
4
Ashford Capital Management
Delaware
$3.1M
5
LPL Financial
5
LPL Financial
California
$7.66M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$54.9M 2,378,568 -2,416,749 -50%
Morgan Stanley
2
Morgan Stanley
New York
$23.3M 1,009,542 -250,681 -20%
Wells Fargo
3
Wells Fargo
California
$10.4M 448,899 -54,042 -11%
KIM
4
Karpus Investment Management
New York
$9.53M 413,084 -2,220,399 -84%
AssetMark Inc
5
AssetMark Inc
California
$8.26M 358,190 +358,190 New
LPL Financial
6
LPL Financial
California
$7.66M 333,840 -168,706 -34%
U
7
UBS
Switzerland
$7.18M 311,075 -132,951 -30%
FAAS
8
First Allied Advisory Services
California
$6.06M 261,837 +152,856 +140%
BTS
9
BB&T Securities
Virginia
$5.81M 25,175 -1,759 -7%
FAAM
10
First Allied Asset Management
California
$5.41M 233,443 +4,821 +2%
B
11
Baird
Wisconsin
$3.95M 171,440 -13,695 -7%
TFA
12
Transamerica Financial Advisors
Florida
$3.95M 171,005 +7,227 +4%
Citigroup
13
Citigroup
New York
$3.58M 155,208 +58,112 +60%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.44M 149,298 -102,193 -41%
TIM
15
Tortoise Investment Management
New York
$3.16M 137,000 +137,000 New
ACM
16
Ashford Capital Management
Delaware
$3.1M 134,513 -249,857 -65%
PAS
17
Partnervest Advisory Services
California
$3.07M 133,078 -29,283 -18%
Invesco
18
Invesco
Georgia
$3.05M 132,150 -7,897 -6%
CB
19
Commerce Bank
Missouri
$2.82M 122,360 – –
UBS AM
20
UBS AM
Illinois
– – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.46M 106,567 -9,500 -8%
PI
22
Placemark Investments
Illinois
$2.24M 96,839 -18,978 -16%
SNC
23
Stifel Nicolaus & Co
Missouri
$2.06M 89,371 -15,763 -15%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$1.66M 72,040 -63,696 -47%
Ameriprise
25
Ameriprise
Minnesota
$1.47M 63,648 -10,103 -14%
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