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Invesco National AMT-Free Municipal Bond ETF

100 hedge funds and large institutions have $659M invested in Invesco National AMT-Free Municipal Bond ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
38
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$355M 14,261,957 -1,720,224 -11%
UBS Group
2
UBS Group
Switzerland
$99.6M 4,003,158 -331,904 -8%
TNBTD
3
Trustmark National Bank Trust Department
Mississippi
$40.7M 1,636,776 +138,423 +9%
Morgan Stanley
4
Morgan Stanley
New York
$24.5M 984,933 +66,490 +7%
LPL Financial
5
LPL Financial
California
$21.4M 858,398 +466,799 +119%
Wells Fargo
6
Wells Fargo
California
$11.7M 470,636 -41,713 -8%
AssetMark Inc
7
AssetMark Inc
California
$11.4M 459,556 +19,727 +4%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$11.1M 447,244 +447,244 New
Ameriprise
9
Ameriprise
Minnesota
$7.85M 315,304 +98,691 +46%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.44M 298,891 +136,398 +84%
CCP
11
Cardan Capital Partners
Colorado
$4.31M 173,110 -20,541 -11%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$4.23M 170,094 +12,651 +8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.28M 131,885 +5,202 +4%
Stifel Financial
14
Stifel Financial
Missouri
$3.16M 126,911 -19,921 -14%
TFA
15
Transamerica Financial Advisors
Florida
$2.94M 117,946 -18,244 -13%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$2.89M 116,271 -86,174 -43%
FAAS
17
First Allied Advisory Services
California
$2.51M 100,637 +36,308 +56%
RJA
18
Raymond James & Associates
Florida
$2.3M 92,186 +9,072 +11%
CB
19
Commerce Bank
Missouri
$2.26M 90,732 +2,472 +3%
AG
20
Advisor Group
Arizona
$2.21M 88,759 +20,375 +30%
MFS
21
MSI Financial Services
Massachusetts
$2.18M 87,465 -3,629 -4%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.01M 80,759 +1,850 +2%
ACM
23
Ashford Capital Management
Delaware
$1.77M 70,926 -26,239 -27%
Jane Street
24
Jane Street
New York
$1.53M 61,640 -20,278 -25%
TIM
25
Tortoise Investment Management
New York
$1.49M 59,900 +10,000 +20%