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Invesco National AMT-Free Municipal Bond ETF

172 hedge funds and large institutions have $1.89B invested in Invesco National AMT-Free Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
172
Holders Change
+15
Holders Change %
+9.55%
% of All Funds
3.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
28
Increased
70
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$827M 31,056,044 +1,706,888 +6%
UBS Group
2
UBS Group
Switzerland
$335M 12,573,540 +590,708 +5%
RBA
3
Richard Bernstein Advisors
New York
$196M 7,362,600 +387,557 +6%
MSL
4
Mackay Shields LLC
New York
$146M 5,500,000 +5,500,000 New
TNBTD
5
Trustmark National Bank Trust Department
Mississippi
$58.9M 2,213,470 -43,156 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$42.8M 1,605,868 +122,765 +8%
Morgan Stanley
7
Morgan Stanley
New York
$35.3M 1,325,260 +243,584 +23%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$21.6M 810,629 +45,288 +6%
LPL Financial
9
LPL Financial
California
$19.3M 726,172 +86,368 +13%
Qube Research & Technologies (QRT)
10
Qube Research & Technologies (QRT)
United Kingdom
$19.3M 724,304 +179,716 +33%
Ameriprise
11
Ameriprise
Minnesota
$16.8M 631,363 -975 -0.2%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$16.1M 603,915 +4,717 +0.8%
Osaic Holdings
13
Osaic Holdings
Arizona
$15.1M 568,208 -60,600 -10%
Wells Fargo
14
Wells Fargo
California
$14M 525,818 +57,671 +12%
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$8.57M 321,038 +5,650 +2%
Stifel Financial
16
Stifel Financial
Missouri
$6.62M 248,528 -17,115 -6%
AssetMark Inc
17
AssetMark Inc
California
$5.26M 197,473 +1,762 +0.9%
TIA
18
Traphagen Investment Advisors
New Jersey
$4.84M 181,825 -50,024 -22%
PI
19
PFS Investments
Georgia
$3.32M 124,644 +124,644 New
SWRP
20
Summit Wealth & Retirement Planning
California
$3.29M 123,586 +12,008 +11%
CCP
21
Cardan Capital Partners
Colorado
$3.28M 123,193 -26,615 -18%
RJA
22
Raymond James & Associates
Florida
$3.28M 123,062 +3,794 +3%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$3.17M 118,859 +7,657 +7%
AFS
24
Axiom Financial Strategies
Indiana
$3.13M 117,429 +3,931 +3%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$3.11M 116,659 -12,458 -10%