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Invesco National AMT-Free Municipal Bond ETF

149 hedge funds and large institutions have $1.19B invested in Invesco National AMT-Free Municipal Bond ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
22
Increased
66
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$500M 18,841,505 +799,028 +4%
UBS Group
2
UBS Group
Switzerland
$254M 9,562,317 +547,272 +6%
TNBTD
3
Trustmark National Bank Trust Department
Mississippi
$59M 2,224,585 -68,545 -3%
UBS AM
4
UBS AM
Illinois
$46.9M 1,767,747 +157,501 +10%
MSL
5
Mackay Shields LLC
New York
$45.1M 1,700,663 -169,337 -9%
Morgan Stanley
6
Morgan Stanley
New York
$31.7M 1,196,251 +27,380 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$28.2M 1,060,756 +165,126 +18%
IWS
8
Insight Wealth Strategies
California
$24.8M 933,438 +74,499 +9%
Ameriprise
9
Ameriprise
Minnesota
$13.1M 491,993 +34,794 +8%
LPL Financial
10
LPL Financial
California
$13.1M 493,297 +14,190 +3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$12.9M 485,354 +44,003 +10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$12.1M 457,650 -10,700 -2%
Wells Fargo
13
Wells Fargo
California
$12.1M 457,477 +44,024 +11%
AssetMark Inc
14
AssetMark Inc
California
$10.9M 410,337 +2,999 +0.7%
NS
15
NewDay Solutions
New Hampshire
$10.2M 384,909 +16,685 +5%
PWG
16
Private Wealth Group
Florida
$10.2M 382,831 -2,421 -0.6%
AG
17
Advisor Group
Arizona
$9.23M 347,827 +71,774 +26%
Stifel Financial
18
Stifel Financial
Missouri
$5.11M 192,421 +15,607 +9%
RBA
19
Richard Bernstein Advisors
New York
$4.96M 187,042 +27,508 +17%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$4.93M 185,807 +3,457 +2%
TIA
21
Traphagen Investment Advisors
New Jersey
$4.32M 162,764 +2,397 +1%
CCP
22
Cardan Capital Partners
Colorado
$4.01M 151,056 +2,447 +2%
SWRP
23
Summit Wealth & Retirement Planning
California
$3.35M 126,208 +1,384 +1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.76M 103,896 +20,600 +25%
Goldman Sachs
25
Goldman Sachs
New York
$2.6M 97,881 -33,952 -26%