PZA icon

Invesco National AMT-Free Municipal Bond ETF

100 hedge funds and large institutions have $797M invested in Invesco National AMT-Free Municipal Bond ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 17 closing their positions.

Holders
100
Holders Change
-4
Holders Change %
-3.85%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
35
Reduced
31
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$383M 15,052,739 -1,679,077 -10%
UBS Group
2
UBS Group
Switzerland
$155M 6,079,916 +570,622 +10%
TNBTD
3
Trustmark National Bank Trust Department
Mississippi
$48.4M 1,902,465 +90,463 +5%
UBS AM
4
UBS AM
Illinois
$27.6M 1,084,254 -10,923 -1%
Morgan Stanley
5
Morgan Stanley
New York
$25.4M 998,223 -18,198 -2%
LPL Financial
6
LPL Financial
California
$24.9M 976,894 +56,233 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$21.3M 838,840 +670,166 +397%
AssetMark Inc
8
AssetMark Inc
California
$15.3M 602,002 -3,600 -0.6%
Wells Fargo
9
Wells Fargo
California
$12M 469,751 -3,502 -0.7%
Ameriprise
10
Ameriprise
Minnesota
$9.47M 372,332 +56,809 +18%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$4.61M 181,012 +25,427 +16%
CCP
12
Cardan Capital Partners
Colorado
$4.39M 172,728 -9,455 -5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.54M 139,270 -144,284 -51%
Stifel Financial
14
Stifel Financial
Missouri
$3.42M 134,215 +5,006 +4%
Goldman Sachs
15
Goldman Sachs
New York
$3.33M 131,004 +131,004 New
AG
16
Advisor Group
Arizona
$3.13M 123,155 +21,216 +21%
TFA
17
Transamerica Financial Advisors
Florida
$2.89M 113,740 +423 +0.4%
FAAS
18
First Allied Advisory Services
California
$2.56M 100,518 -17,926 -15%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.48M 97,561 +97,561 New
CB
20
Commerce Bank
Missouri
$2.3M 90,332
RJA
21
Raymond James & Associates
Florida
$2.3M 90,238 -24,535 -21%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.03M 79,710 -783 -1%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.99M 78,043 +3,123 +4%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.72M 67,665 +67,665 New
GCMG
25
Gyroscope Capital Management Group
Florida
$1.58M 62,009 +62,009 New