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Invesco National AMT-Free Municipal Bond ETF

196 hedge funds and large institutions have $1.05B invested in Invesco National AMT-Free Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 43 increasing their positions, 80 reducing their positions, and 33 closing their positions.

Holders
196
Holders Change
Holders Change %
0%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
43
Reduced
80
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$501M 21,370,872 -3,111,289 -13%
UBS Group
2
UBS Group
Switzerland
$81.4M 3,474,709 -702,508 -17%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$54.1M 2,309,105 -112,919 -5%
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$41.1M 1,754,553 -84,676 -5%
Morgan Stanley
5
Morgan Stanley
New York
$40.8M 1,738,918 -65,117 -4%
LPL Financial
6
LPL Financial
California
$22.6M 964,942 -83,921 -8%
Osaic Holdings
7
Osaic Holdings
Arizona
$20.7M 882,175 -260,251 -23%
1WM
8
1900 Wealth Management
Texas
$18M 769,234 +22,868 +3%
Wells Fargo
9
Wells Fargo
California
$16.1M 687,565 +147,873 +27%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$15.7M 668,669 -85,488 -11%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$14.2M 604,564 +288,170 +91%
Stifel Financial
12
Stifel Financial
Missouri
$12.9M 549,211 -8,334 -1%
Ameriprise
13
Ameriprise
Minnesota
$10.4M 440,908 -345,286 -44%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.64M 411,109 -499,597 -55%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$9.35M 399,034 +211,540 +113%
AssetMark Inc
16
AssetMark Inc
California
$8.45M 360,570 -2,733 -0.8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7.06M 301,288 +183,556 +156%
Renaissance Technologies
18
Renaissance Technologies
New York
$6.01M 256,193 +158,893 +163%
MML Investors Services
19
MML Investors Services
Massachusetts
$5.73M 244,463 +177,871 +267%
NA
20
NewEdge Advisors
Louisiana
$5.67M 241,889 -162,072 -40%
TIM
21
Tortoise Investment Management
New York
$5.47M 233,278 +48,070 +26%
AAS
22
Avantax Advisory Services
Texas
$5.37M 229,256 +229,256 New
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$4.8M 204,765 -45,577 -18%
EWA
24
EP Wealth Advisors
California
$4.24M 180,712 +142,711 +376%
ML
25
McAdam LLC
Pennsylvania
$3.99M 170,218 +38,781 +30%