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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

71 hedge funds and large institutions have $245M invested in Invesco National AMT-Free Municipal Bond ETF in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
32
Reduced
22
Closed
5
Calls
$123K
Puts
–
Net Calls
+$123K
Net Calls Change
+$123K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$95.1M
2
TNBTD
Trustmark National Bank Trust Department
Mississippi
$9.52M
3
U
UBS
Switzerland
$15.5M
4
MAA
Managed Account Advisors
New Jersey
$6.99M
5
RJA
Raymond James & Associates
Florida
$2.02M

Top Sellers

1
UBS AM
UBS AM
Illinois
$8.58M
2
ACM
Ashford Capital Management
Delaware
$4.76M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$523K
4
Invesco
Invesco
Georgia
$277K
5
LPL Financial
LPL Financial
California
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$95.1M +$18.7M +758,906 +25%
Morgan Stanley
2
Morgan Stanley
New York
$16.5M -$705K -28,552 -4%
U
3
UBS
Switzerland
$15.5M +$5.78M +234,385 +60%
AssetMark Inc
4
AssetMark Inc
California
$10.2M -$129K -5,218 -1%
TNBTD
5
Trustmark National Bank Trust Department
Mississippi
$9.52M +$8.69M +352,137 +1,051%
Wells Fargo
6
Wells Fargo
California
$8.75M +$1.33M +53,908 +18%
UBS AM
7
UBS AM
Illinois
$8.58M -$8.42M – –
MAA
8
Managed Account Advisors
New Jersey
$6.99M +$4.99M +202,147 +249%
BTS
9
BB&T Securities
Virginia
$6.38M +$20.7K +84 +0.3%
FAAM
10
First Allied Asset Management
California
$6.31M +$184K +7,480 +3%
ACM
11
Ashford Capital Management
Delaware
$4.76M -$2.89M -117,240 -38%
LPL Financial
12
LPL Financial
California
$4.56M -$813K -32,959 -15%
TFA
13
Transamerica Financial Advisors
Florida
$4.4M +$59.2K +2,400 +1%
B
14
Baird
Wisconsin
$4.38M +$89.2K +3,614 +2%
TIM
15
Tortoise Investment Management
New York
$3.52M -$74K -3,000 -2%
Stifel Financial
16
Stifel Financial
Missouri
$3.15M +$878K +35,599 +39%
FAAS
17
First Allied Advisory Services
California
$3.06M +$271K +11,038 +10%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.66M +$96.5K +3,909 +4%
CB
19
Commerce Bank
Missouri
$2.56M -$70.3K -2,850 -3%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$2.53M +$262K +10,632 +12%
RJA
21
Raymond James & Associates
Florida
$2.02M +$1.42M +57,621 +240%
GC
22
Guggenheim Capital
Illinois
$2M +$633K +25,638 +46%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.88M -$506K -20,509 -21%
Ameriprise
24
Ameriprise
Minnesota
$1.7M +$123K +4,980 +8%
DADC
25
D.A. Davidson & Co
Montana
$1.47M -$66.6K -2,700 -4%
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