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Invesco National AMT-Free Municipal Bond ETF

157 hedge funds and large institutions have $1.65B invested in Invesco National AMT-Free Municipal Bond ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 26 closing their positions.

Holders
157
Holders Change
-9
Holders Change %
-5.42%
% of All Funds
3.23%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
64
Reduced
41
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$780M 29,349,156 +8,363,757 +40%
UBS Group
2
UBS Group
Switzerland
$318M 11,982,832 +1,555,821 +15%
RBA
3
Richard Bernstein Advisors
New York
$185M 6,975,043 +6,765,649 +3,231%
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$59.9M 2,256,626 +96,463 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.4M 1,483,103 +157,647 +12%
Morgan Stanley
6
Morgan Stanley
New York
$28.7M 1,081,676 +18,011 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$20.3M 765,341 +190,274 +33%
LPL Financial
8
LPL Financial
California
$17M 639,804 +47,109 +8%
Ameriprise
9
Ameriprise
Minnesota
$16.8M 632,338 +113,198 +22%
Osaic Holdings
10
Osaic Holdings
Arizona
$16.7M 628,808 +65,616 +12%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$15.9M 599,198 +95,728 +19%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$14.5M 544,588 +86,430 +19%
Wells Fargo
13
Wells Fargo
California
$12.4M 468,147 +5,149 +1%
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$8.38M 315,388 +46,946 +17%
Stifel Financial
15
Stifel Financial
Missouri
$7.06M 265,643 -172 -0.1%
TIA
16
Traphagen Investment Advisors
New Jersey
$6.16M 231,849 +38,058 +20%
AssetMark Inc
17
AssetMark Inc
California
$5.2M 195,711 +36,392 +23%
CCP
18
Cardan Capital Partners
Colorado
$3.98M 149,808 -815 -0.5%
Renaissance Technologies
19
Renaissance Technologies
New York
$3.91M 147,300 +147,300 New
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$3.43M 129,117 +6,404 +5%
RJA
21
Raymond James & Associates
Florida
$3.17M 119,268 +5,378 +5%
AFS
22
Axiom Financial Strategies
Indiana
$3.02M 113,498 +38,579 +51%
SWRP
23
Summit Wealth & Retirement Planning
California
$2.96M 111,578 -5,521 -5%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.95M 111,202 +5,246 +5%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.95M 110,999 -242,922 -69%