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Invesco National AMT-Free Municipal Bond ETF

137 hedge funds and large institutions have $924M invested in Invesco National AMT-Free Municipal Bond ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 20 closing their positions.

Holders
137
Holders Change
+3
Holders Change %
+2.24%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
24
Increased
41
Reduced
43
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$412M 16,476,906 -2,864,908 -15%
UBS Group
2
UBS Group
Switzerland
$198M 7,924,994 -662,330 -8%
TNBTD
3
Trustmark National Bank Trust Department
Mississippi
$55.5M 2,220,900 -49,326 -2%
UBS AM
4
UBS AM
Illinois
$31M 1,240,243 -163,813 -12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.2M 887,068 +693,859 +359%
Morgan Stanley
6
Morgan Stanley
New York
$22M 878,887 -99,067 -10%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$20.8M 831,846 +200,306 +32%
Jane Street
8
Jane Street
New York
$18.6M 743,489 -83,181 -10%
AssetMark Inc
9
AssetMark Inc
California
$13.9M 557,422 -79,493 -12%
Ameriprise
10
Ameriprise
Minnesota
$11.7M 462,496 -62,745 -12%
LPL Financial
11
LPL Financial
California
$11M 438,604 -6,991 -2%
Wells Fargo
12
Wells Fargo
California
$11M 438,426 -3,193 -0.7%
NS
13
NewDay Solutions
New Hampshire
$8.26M 330,568 +330,568 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$8.11M 324,818 +67,828 +26%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$4.75M 190,077 -23,134 -11%
AG
16
Advisor Group
Arizona
$4.31M 172,302 +89,575 +108%
CCP
17
Cardan Capital Partners
Colorado
$4.16M 166,606 +16,765 +11%
Stifel Financial
18
Stifel Financial
Missouri
$3.77M 151,417 -6,189 -4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.28M 131,234 +52,838 +67%
FAAS
20
First Allied Advisory Services
California
$3M 119,978 +11,341 +10%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.36M 94,411 +68,346 +262%
SWRP
22
Summit Wealth & Retirement Planning
California
$2.17M 86,731 +86,731 New
CB
23
Commerce Bank
Missouri
$2.14M 85,832
BCM
24
Brookstone Capital Management
Illinois
$2.11M 84,540 +84,540 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.96M 78,571 -114,092 -59%