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Invesco National AMT-Free Municipal Bond ETF

178 hedge funds and large institutions have $1.18B invested in Invesco National AMT-Free Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 73 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
178
Holders Change
+29
Holders Change %
+19.46%
% of All Funds
3.52%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
44
Increased
73
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$499M 18,850,254 +8,749 +0%
UBS Group
2
UBS Group
Switzerland
$269M 10,157,695 +595,378 +6%
TNBTD
3
Trustmark National Bank Trust Department
Mississippi
$59.8M 2,260,892 +36,307 +2%
MSL
4
Mackay Shields LLC
New York
$45M 1,700,663
Morgan Stanley
5
Morgan Stanley
New York
$32.2M 1,218,555 +22,304 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$31.5M 1,191,135 +130,379 +12%
IWS
7
Insight Wealth Strategies
California
$24.9M 942,747 +9,309 +1%
LPL Financial
8
LPL Financial
California
$14.2M 536,733 +43,436 +9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$13.4M 507,480 +49,830 +11%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$13.2M 498,418 +13,064 +3%
Ameriprise
11
Ameriprise
Minnesota
$12.7M 481,679 -10,314 -2%
Wells Fargo
12
Wells Fargo
California
$11.6M 437,275 -20,202 -4%
AssetMark Inc
13
AssetMark Inc
California
$10.5M 397,075 -13,262 -3%
AG
14
Advisor Group
Arizona
$10.3M 389,513 +41,686 +12%
NS
15
NewDay Solutions
New Hampshire
$7.11M 268,827 -116,082 -30%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$5.64M 213,230 +27,423 +15%
Stifel Financial
17
Stifel Financial
Missouri
$5.14M 194,175 +1,754 +0.9%
RBA
18
Richard Bernstein Advisors
New York
$4.96M 187,042
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$4.55M 171,981 +146,951 +587%
TIA
20
Traphagen Investment Advisors
New Jersey
$4.46M 168,738 +5,974 +4%
CCP
21
Cardan Capital Partners
Colorado
$4.16M 157,353 +6,297 +4%
SWRP
22
Summit Wealth & Retirement Planning
California
$3.37M 127,258 +1,050 +0.8%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.17M 119,968 +16,072 +15%
Citigroup
24
Citigroup
New York
$3.07M 115,939 +78,149 +207%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$3.04M 114,879 +114,879 New