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Invesco National AMT-Free Municipal Bond ETF

191 hedge funds and large institutions have $1.32B invested in Invesco National AMT-Free Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 42 reducing their positions, and 16 closing their positions.

Holders
191
Holders Change
+4
Holders Change %
+2.14%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
89
Reduced
42
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$727M 27,083,265 +1,305,518 +5%
UBS Group
2
UBS Group
Switzerland
$110M 4,101,598 +347,989 +9%
TNBTD
3
Trustmark National Bank Trust Department
Mississippi
$49M 1,822,548 -515,641 -22%
Morgan Stanley
4
Morgan Stanley
New York
$45.8M 1,706,956 -1,313 -0.1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$42.8M 1,591,792 +194,460 +14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$26.4M 983,876 +177,610 +22%
LPL Financial
7
LPL Financial
California
$25.7M 956,276 +93,805 +11%
Osaic Holdings
8
Osaic Holdings
Arizona
$22.2M 826,551 +110,441 +15%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$20.3M 755,300 +84,157 +13%
Ameriprise
10
Ameriprise
Minnesota
$18.3M 677,715 +59,984 +10%
KIM
11
Karpus Investment Management
New York
$14.7M 548,606 +321,405 +141%
Wells Fargo
12
Wells Fargo
California
$13.6M 508,060 +32,109 +7%
Stifel Financial
13
Stifel Financial
Missouri
$12.5M 465,813 +12,267 +3%
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$11M 410,152 +8,485 +2%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$7.75M 288,532 +19,865 +7%
MSFS
16
Main Street Financial Solutions
Pennsylvania
$7.45M 277,448 +32,794 +13%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$6.04M 224,734 -2,418 -1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.74M 213,675 +26,153 +14%
AssetMark Inc
19
AssetMark Inc
California
$5.13M 190,852 +3,740 +2%
Barclays
20
Barclays
United Kingdom
$4.89M 182,156 -52,175 -22%
RJA
21
Raymond James & Associates
Florida
$4.77M 177,558 +15,082 +9%
PI
22
PFS Investments
Georgia
$4.59M 170,001 +3,655 +2%
1WM
23
1900 Wealth Management
Texas
$4.51M 167,819 +5,731 +4%
PPWP
24
Proquility Private Wealth Partners
Nevada
$4.19M 156,061 -43,662 -22%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$3.81M 141,677 +10,721 +8%