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Invesco National AMT-Free Municipal Bond ETF

196 hedge funds and large institutions have $1.25B invested in Invesco National AMT-Free Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 38 closing their positions.

Holders
196
Holders Change
-14
Holders Change %
-6.67%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
65
Reduced
67
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$610M 24,482,161 -3,669,266 -13%
UBS Group
2
UBS Group
Switzerland
$104M 4,177,217 -3,898 -0.1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$60.4M 2,422,024 +664,860 +38%
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$45.9M 1,839,229 +18,811 +1%
Morgan Stanley
5
Morgan Stanley
New York
$45M 1,804,035 -133,710 -7%
Osaic Holdings
6
Osaic Holdings
Arizona
$28.5M 1,142,426 +187,641 +20%
LPL Financial
7
LPL Financial
California
$26.1M 1,048,863 +56,021 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$22.7M 910,706 -100,851 -10%
Ameriprise
9
Ameriprise
Minnesota
$19.6M 786,194 +62,136 +9%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$18.8M 754,157 -4,167 -0.5%
1WM
11
1900 Wealth Management
Texas
$18.6M 746,366 +242,344 +48%
KIM
12
Karpus Investment Management
New York
$15.2M 611,560 +19,854 +3%
Stifel Financial
13
Stifel Financial
Missouri
$13.9M 557,545 +55,597 +11%
Wells Fargo
14
Wells Fargo
California
$13.5M 539,692 -7,274 -1%
NA
15
NewEdge Advisors
Louisiana
$10.1M 403,961 -16,859 -4%
AssetMark Inc
16
AssetMark Inc
California
$9.06M 363,303 +176,148 +94%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$7.89M 316,394 +226,402 +252%
CS
18
Comerica Securities
Michigan
$7.5M 300,970 +300,970 New
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$6.24M 250,342 -39,084 -14%
Jane Street
20
Jane Street
New York
$5.59M 224,376 +224,376 New
ACP
21
Aveo Capital Partners
Colorado
$4.94M 197,985 +76,951 +64%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$4.67M 187,494 +53,857 +40%
TIM
23
Tortoise Investment Management
New York
$4.62M 185,208 +95,971 +108%
PI
24
PFS Investments
Georgia
$4.35M 174,370 -6,127 -3%
FCBT
25
First Citizens Bank & Trust
North Carolina
$4.17M 167,211 +167,211 New