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Invesco National AMT-Free Municipal Bond ETF

177 hedge funds and large institutions have $1.15B invested in Invesco National AMT-Free Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 73 reducing their positions, and 25 closing their positions.

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
46
Reduced
73
Closed
25
Calls
$255K
Puts
$282K
Net Calls
-$27K
Net Calls Change
+$370K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$556M 24,234,602 +1,569,084 +7%
UBS Group
2
UBS Group
Switzerland
$67.2M 2,931,246 -168,484 -5%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$48M 2,093,894 +1,226,017 +141%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$45M 1,960,730 -323,529 -14%
Morgan Stanley
5
Morgan Stanley
New York
$40.6M 1,768,260 +258,614 +17%
TNBTD
6
Trustmark National Bank Trust Department
Mississippi
$34.4M 1,500,254 -273,786 -15%
Wells Fargo
7
Wells Fargo
California
$31.9M 1,390,199 +646,793 +87%
Ameriprise
8
Ameriprise
Minnesota
$26.8M 1,168,483 +705,674 +152%
LPL Financial
9
LPL Financial
California
$20.7M 900,347 -20,978 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$15.4M 669,780 -54,656 -8%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$14.8M 643,951 -16,649 -3%
Stifel Financial
12
Stifel Financial
Missouri
$11.2M 488,375 -37,965 -7%
1WM
13
1900 Wealth Management
Texas
$10.7M 466,578 -235,735 -34%
GAG
14
Goodman Advisory Group
Massachusetts
$10M 437,742 +304,590 +229%
EWA
15
EP Wealth Advisors
California
$9.14M 398,433 +320,460 +411%
CIM
16
Confluence Investment Management
Missouri
$8.62M 375,894 +375,894 New
TIA
17
Traphagen Investment Advisors
New Jersey
$8.55M 372,806 +322,451 +640%
AF
18
Allworth Financial
California
$8.47M 369,325 +191,458 +108%
MML Investors Services
19
MML Investors Services
Massachusetts
$7.87M 343,205 +54,444 +19%
AssetMark Inc
20
AssetMark Inc
California
$6.83M 297,554 -60,336 -17%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$6.79M 295,860 -88,973 -23%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$6.62M 277,359 -41,763 -13%
FTUS
23
Flow Traders U.S.
New York
$5.76M 250,898 +180,882 +258%
OMC
24
Old Mission Capital
Illinois
$5.49M 239,482 +190,649 +390%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$5.27M 229,667 -102,113 -31%