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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

139 hedge funds and large institutions have $1.12B invested in Invesco National AMT-Free Municipal Bond ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 32 reducing their positions, and 20 closing their positions.

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
22
Increased
57
Reduced
32
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MSL
1
Mackay Shields LLC
New York
$48.9M
2
UBS Group
2
UBS Group
Switzerland
$236M
3
Bank of America
3
Bank of America
North Carolina
$471M
4
NS
4
NewDay Solutions
New Hampshire
$9.62M
5
UBS AM
5
UBS AM
Illinois
$42.1M

Top Sellers

1
PI
1
PFS Investments
Georgia
$1.3M
2
BAM
2
Belpointe Asset Management
Nevada
$1.34M
3
TNBTD
3
Trustmark National Bank Trust Department
Mississippi
$59.9M
4
KL
4
KWMG LLC
Kansas
$0
5
BPC
5
Banque Pictet & Cie
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$471M 18,042,477 +461,161 +3%
UBS Group
2
UBS Group
Switzerland
$236M 9,015,045 +479,731 +6%
TNBTD
3
Trustmark National Bank Trust Department
Mississippi
$59.9M 2,293,130 -60,938 -3%
MSL
4
Mackay Shields LLC
New York
$48.9M 1,870,000 +1,870,000 New
UBS AM
5
UBS AM
Illinois
$42.1M 1,610,246 +312,924 +24%
Morgan Stanley
6
Morgan Stanley
New York
$30.5M 1,168,871 +124,810 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$23.4M 895,630 +140,834 +19%
IWS
8
Insight Wealth Strategies
California
$22.4M 858,939 +115,783 +16%
LPL Financial
9
LPL Financial
California
$12.5M 479,107 +26,966 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$12.2M 468,350 -13,351 -3%
Ameriprise
11
Ameriprise
Minnesota
$12M 457,199 +45,352 +11%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$11.5M 441,351 +89,202 +25%
Wells Fargo
13
Wells Fargo
California
$10.8M 413,453 -10,876 -3%
AssetMark Inc
14
AssetMark Inc
California
$10.6M 407,338 -13,917 -3%
PWG
15
Private Wealth Group
Florida
$10.1M 385,252 -8,913 -2%
NS
16
NewDay Solutions
New Hampshire
$9.62M 368,224 +368,224 New
AG
17
Advisor Group
Arizona
$7.21M 276,053 +60,264 +28%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$4.76M 182,350 -12,634 -6%
Stifel Financial
19
Stifel Financial
Missouri
$4.63M 176,814 +12,160 +7%
TIA
20
Traphagen Investment Advisors
New Jersey
$4.19M 160,367 +2,852 +2%
RBA
21
Richard Bernstein Advisors
New York
$4.17M 159,534 +76,669 +93%
CCP
22
Cardan Capital Partners
Colorado
$3.88M 148,609 -8,416 -5%
Goldman Sachs
23
Goldman Sachs
New York
$3.45M 131,833 +53,785 +69%
SWRP
24
Summit Wealth & Retirement Planning
California
$3.26M 124,824 -6,937 -5%
FAAS
25
First Allied Advisory Services
California
$2.48M 95,009 -212 -0.2%
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