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Invesco National AMT-Free Municipal Bond ETF

133 hedge funds and large institutions have $957M invested in Invesco National AMT-Free Municipal Bond ETF in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
133
Holders Change
+31
Holders Change %
+30.39%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
43
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$486M 18,819,120 +387,709 +2%
UBS Group
2
UBS Group
Switzerland
$186M 7,201,908 +599,402 +9%
TNBTD
3
Trustmark National Bank Trust Department
Mississippi
$45.5M 1,764,358 -265,049 -13%
UBS AM
4
UBS AM
Illinois
$30.8M 1,193,774 -15,102 -1%
Morgan Stanley
5
Morgan Stanley
New York
$28M 1,086,594 +62,575 +6%
LPL Financial
6
LPL Financial
California
$25.2M 974,435 +4,291 +0.4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$18.3M 710,834 -122,914 -15%
AssetMark Inc
8
AssetMark Inc
California
$15.8M 611,045 +332 +0.1%
Wells Fargo
9
Wells Fargo
California
$12.5M 483,855 +13,767 +3%
Ameriprise
10
Ameriprise
Minnesota
$11.5M 447,878 +110,212 +33%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$6.05M 234,374 +47,962 +26%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.81M 186,269 +15,878 +9%
CCP
13
Cardan Capital Partners
Colorado
$4.12M 159,444 +3,388 +2%
AG
14
Advisor Group
Arizona
$4.06M 157,400 +22,306 +17%
Stifel Financial
15
Stifel Financial
Missouri
$3.86M 149,666 +10,230 +7%
CAG
16
Csenge Advisory Group
Florida
$3.77M 145,941 +7,584 +5%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$2.96M 114,872 +14,841 +15%
RJA
18
Raymond James & Associates
Florida
$2.92M 113,186 +5,172 +5%
MPWT
19
MassMutual Private Wealth & Trust
Connecticut
$2.69M 104,296 +104,296 New
FAAS
20
First Allied Advisory Services
California
$2.52M 97,540 +5,624 +6%
WAAG
21
Wealth Alliance Advisory Group
Kansas
$2.44M 94,490 +94,490 New
HighTower Advisors
22
HighTower Advisors
Illinois
$2.35M 90,925 +22,208 +32%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.23M 86,395 +14,450 +20%
CB
24
Commerce Bank
Missouri
$2.22M 85,832
Goldman Sachs
25
Goldman Sachs
New York
$2.04M 78,983 -19,751 -20%