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Invesco National AMT-Free Municipal Bond ETF

140 hedge funds and large institutions have $1.07B invested in Invesco National AMT-Free Municipal Bond ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+3
Holders Change %
+2.19%
% of All Funds
3.03%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
21
Increased
49
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$451M +$28.3M +1,104,410 +7%
UBS Group
2
UBS Group
Switzerland
$219M +$15.7M +610,320 +8%
PI
3
PFS Investments
Georgia
$77.8M +$77.3M +1,918,132 +15,250%
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$60.4M +$3.42M +133,168 +6%
UBS AM
5
UBS AM
Illinois
$33.3M +$1.46M +57,079 +5%
Morgan Stanley
6
Morgan Stanley
New York
$26.8M +$4.24M +165,174 +19%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$19.4M -$3.39M -132,272 -15%
IWS
8
Insight Wealth Strategies
California
$19.1M +$19.1M +743,156 New
BAM
9
Belpointe Asset Management
Nevada
$12.8M +$10.5M +252,966 +454%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$12.4M -$8.99M -350,145 -42%
LPL Financial
11
LPL Financial
California
$11.6M +$347K +13,537 +3%
Wells Fargo
12
Wells Fargo
California
$10.9M -$362K -14,097 -3%
AssetMark Inc
13
AssetMark Inc
California
$10.8M -$3.49M -136,167 -24%
Ameriprise
14
Ameriprise
Minnesota
$10.5M -$1.29M -50,649 -11%
PWG
15
Private Wealth Group
Florida
$10.1M +$10.1M +394,165 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$9.04M +$701K +27,331 +8%
AG
17
Advisor Group
Arizona
$5.54M +$1.12M +43,487 +25%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$5M +$126K +4,907 +3%
Stifel Financial
19
Stifel Financial
Missouri
$4.22M +$339K +13,237 +9%
TIA
20
Traphagen Investment Advisors
New Jersey
$4.04M +$4.04M +157,515 New
CCP
21
Cardan Capital Partners
Colorado
$4.03M -$246K -9,581 -6%
SWRP
22
Summit Wealth & Retirement Planning
California
$3.38M +$1.16M +45,030 +52%
FAAS
23
First Allied Advisory Services
California
$2.44M -$635K -24,757 -21%
CB
24
Commerce Bank
Missouri
$2.2M
RBA
25
Richard Bernstein Advisors
New York
$2.13M +$390K +15,193 +22%