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Invesco National AMT-Free Municipal Bond ETF

184 hedge funds and large institutions have $1.17B invested in Invesco National AMT-Free Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 53 reducing their positions, and 18 closing their positions.

Holders
184
Holders Change
+7
Holders Change %
+3.95%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
74
Reduced
53
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$647M 24,191,959 +1,523,797 +7%
UBS Group
2
UBS Group
Switzerland
$101M 3,768,239 -35,188 -0.9%
TNBTD
3
Trustmark National Bank Trust Department
Mississippi
$60.5M 2,262,059 +64,475 +3%
Morgan Stanley
4
Morgan Stanley
New York
$39.6M 1,480,460 -91,778 -6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.3M 1,282,012 +117,710 +10%
LPL Financial
6
LPL Financial
California
$22M 823,006 +52,191 +7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$19.2M 717,512 +45,892 +7%
Ameriprise
8
Ameriprise
Minnesota
$18.8M 697,888 +7,425 +1%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$17.7M 662,790 +46,831 +8%
Osaic Holdings
10
Osaic Holdings
Arizona
$17.4M 650,887 +68,599 +12%
Wells Fargo
11
Wells Fargo
California
$11.9M 445,572 -76,271 -15%
MAFM
12
Mid Atlantic Financial Management
Pennsylvania
$10.2M 382,754 +44,132 +13%
Stifel Financial
13
Stifel Financial
Missouri
$9.88M 369,265 +88,017 +31%
RCM
14
Robinson Capital Management
Michigan
$8.59M 320,920 +320,777 +224,320%
PPWP
15
Proquility Private Wealth Partners
Nevada
$5.56M 207,711 -2,068 -1%
MSFS
16
Main Street Financial Solutions
Pennsylvania
$5.14M 192,204 +29,433 +18%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$5.1M 190,752 +67,340 +55%
AssetMark Inc
18
AssetMark Inc
California
$4.95M 184,924 -26,163 -12%
SWRP
19
Summit Wealth & Retirement Planning
California
$4.86M 181,759 -4,346 -2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.78M 178,669 +62,768 +54%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$4.07M 152,229 -634,786 -81%
ACP
22
Aveo Capital Partners
Colorado
$3.54M 132,101 +59,984 +83%
RJA
23
Raymond James & Associates
Florida
$3.53M 131,939 +7,839 +6%
PI
24
PFS Investments
Georgia
$3.4M 126,931 -31,310 -20%
SWM
25
Spire Wealth Management
Virginia
$3.36M 125,632 +125,632 New