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Invesco National AMT-Free Municipal Bond ETF

89 hedge funds and large institutions have $690M invested in Invesco National AMT-Free Municipal Bond ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
39
Reduced
19
Closed
10
Calls
Puts
$583K
Net Calls
-$583K
Net Calls Change
-$351K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$370M 13,929,508 +1,537,594 +12%
UBS Group
2
UBS Group
Switzerland
$97.7M 3,681,651 +271,250 +8%
Wells Fargo
3
Wells Fargo
California
$42.6M 1,606,990 +145,400 +10%
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$36M 1,356,984 +97,023 +8%
Morgan Stanley
5
Morgan Stanley
New York
$25.5M 959,491 -105,303 -10%
AssetMark Inc
6
AssetMark Inc
California
$11.3M 427,121 +2,297 +0.5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.3M 386,741 +264,364 +216%
UBS AM
8
UBS AM
Illinois
LPL Financial
9
LPL Financial
California
$9.2M 346,252 -240,475 -41%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.59M 248,462 +166,377 +203%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$6.2M 233,456 +2,319 +1%
CCP
12
Cardan Capital Partners
Colorado
$4.72M 177,958 +4,745 +3%
BCM
13
Brookstone Capital Management
Illinois
$4.28M 161,355 +161,355 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$4.13M 155,601 +15,542 +11%
Stifel Financial
15
Stifel Financial
Missouri
$3.86M 145,445 +727 +0.5%
TFA
16
Transamerica Financial Advisors
Florida
$3.83M 144,410 -30,368 -17%
ACM
17
Ashford Capital Management
Delaware
$2.49M 93,776 +12,365 +15%
MFS
18
MSI Financial Services
Massachusetts
$2.46M 92,596 +22,528 +32%
CB
19
Commerce Bank
Missouri
$2.4M 90,260 -4,000 -4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.35M 88,444 +13,843 +19%
NCM
21
Newgate Capital Management
Connecticut
$2.27M 85,592 -11,316 -12%
FAAS
22
First Allied Advisory Services
California
$2.25M 84,901 +9,567 +13%
Ameriprise
23
Ameriprise
Minnesota
$2.11M 82,519 +24,449 +42%
RJA
24
Raymond James & Associates
Florida
$1.86M 70,173 +5,723 +9%
NC
25
NewSquare Capital
Pennsylvania
$1.54M 57,905 +13,834 +31%