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Invesco National AMT-Free Municipal Bond ETF

181 hedge funds and large institutions have $1B invested in Invesco National AMT-Free Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 33 closing their positions.

Holders
181
Holders Change
-15
Holders Change %
-7.65%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
60
Reduced
65
Closed
33
Calls
Puts
$397K
Net Calls
-$397K
Net Calls Change
-$397K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$500M 22,665,518 +1,294,646 +6%
UBS Group
2
UBS Group
Switzerland
$68.4M 3,099,730 -374,979 -11%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$50.4M 2,284,259 -24,846 -1%
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$39.2M 1,774,040 +19,487 +1%
Morgan Stanley
5
Morgan Stanley
New York
$33.3M 1,509,646 -229,272 -13%
LPL Financial
6
LPL Financial
California
$20.3M 921,325 -43,617 -5%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$19.2M 867,877 +263,313 +44%
Wells Fargo
8
Wells Fargo
California
$16.4M 743,406 +55,841 +8%
Osaic Holdings
9
Osaic Holdings
Arizona
$16M 724,436 -157,739 -18%
1WM
10
1900 Wealth Management
Texas
$15.5M 702,313 -66,921 -9%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$14.6M 660,600 -8,069 -1%
Stifel Financial
12
Stifel Financial
Missouri
$11.6M 526,340 -22,871 -4%
Ameriprise
13
Ameriprise
Minnesota
$10.3M 462,809 +21,901 +5%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$8.5M 384,833 -14,201 -4%
AssetMark Inc
15
AssetMark Inc
California
$7.9M 357,890 -2,680 -0.7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.33M 331,780 -79,329 -19%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$7.19M 319,122 +214,972 +206%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.38M 288,907 -12,381 -4%
MML Investors Services
19
MML Investors Services
Massachusetts
$6.38M 288,761 +44,298 +18%
FCBT
20
First Citizens Bank & Trust
North Carolina
$5.28M 238,985 +78,124 +49%
TIM
21
Tortoise Investment Management
New York
$4.94M 223,716 -9,562 -4%
AFS
22
Axiom Financial Strategies
Indiana
$4.49M 203,354 +134,595 +196%
AAS
23
Avantax Advisory Services
Texas
$4.39M 198,912 -30,344 -13%
Jane Street
24
Jane Street
New York
$4.22M 191,035 +191,035 New
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$4.17M 189,075 -15,690 -8%