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Invesco National AMT-Free Municipal Bond ETF

210 hedge funds and large institutions have $1.4B invested in Invesco National AMT-Free Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 15 closing their positions.

Holders
210
Holders Change
+19
Holders Change %
+9.95%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
80
Reduced
50
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$763M 28,151,427 +1,068,162 +4%
UBS Group
2
UBS Group
Switzerland
$113M 4,181,115 +79,517 +2%
Morgan Stanley
3
Morgan Stanley
New York
$52.5M 1,937,745 +230,789 +14%
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$49.4M 1,820,418 -2,130 -0.1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$47.6M 1,757,164 +165,372 +10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$27.4M 1,011,557 +27,681 +3%
LPL Financial
7
LPL Financial
California
$26.9M 992,842 +36,566 +4%
Osaic Holdings
8
Osaic Holdings
Arizona
$25.9M 954,785 +128,234 +16%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$20.6M 758,324 +3,024 +0.4%
Ameriprise
10
Ameriprise
Minnesota
$19.6M 724,058 +46,343 +7%
KIM
11
Karpus Investment Management
New York
$16M 591,706 +43,100 +8%
Wells Fargo
12
Wells Fargo
California
$14.8M 546,966 +38,906 +8%
1WM
13
1900 Wealth Management
Texas
$13.7M 504,022 +336,203 +200%
Stifel Financial
14
Stifel Financial
Missouri
$13.6M 501,948 +36,135 +8%
NA
15
NewEdge Advisors
Louisiana
$11.4M 420,820 +420,820 New
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$7.85M 289,426 +894 +0.3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.22M 229,537 +15,862 +7%
GAG
18
Goodman Advisory Group
Massachusetts
$5.53M 204,054 +204,054 New
AssetMark Inc
19
AssetMark Inc
California
$5.07M 187,155 -3,697 -2%
PI
20
PFS Investments
Georgia
$4.89M 180,497 +10,496 +6%
RJA
21
Raymond James & Associates
Florida
$4.82M 177,899 +341 +0.2%
FTS
22
Fifth Third Securities
Ohio
$4.11M 151,499 +79,500 +110%
AA
23
Advisory Alpha
Michigan
$3.94M 145,274 +12,337 +9%
SW
24
SteelPeak Wealth
California
$3.92M 144,677 +30,750 +27%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$3.76M 138,578 -3,099 -2%