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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

171 hedge funds and large institutions have $1.31B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 57 reducing their positions, and 22 closing their positions.

Holders
171
Holders Change
-6
Holders Change %
-3.39%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
62
Reduced
57
Closed
22
Calls
–
Puts
$275K
Net Calls
-$275K
Net Calls Change
-$248K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$728M
2
ACA
2
Ackerman Capital Advisors
Texas
$12.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$50.5M
4
PPW
4
Parcion Private Wealth
Washington
$7.02M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$8.52M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$13.9M
2
EWA
2
EP Wealth Advisors
California
$761K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$32.5M
4
Ameriprise
4
Ameriprise
Minnesota
$18.8M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$728M 30,759,203 +6,524,601 +27%
UBS Group
2
UBS Group
Switzerland
$70.2M 2,966,136 +34,890 +1%
Morgan Stanley
3
Morgan Stanley
New York
$50.5M 2,132,232 +363,972 +21%
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$37.9M 1,600,942 +100,688 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.5M 1,373,806 -586,924 -30%
Wells Fargo
6
Wells Fargo
California
$31.6M 1,333,123 -57,076 -4%
LPL Financial
7
LPL Financial
California
$24.2M 1,021,199 +120,852 +13%
Ameriprise
8
Ameriprise
Minnesota
$18.8M 795,435 -373,048 -32%
Osaic Holdings
9
Osaic Holdings
Arizona
$15.8M 665,588 -4,192 -0.6%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$13.9M 585,686 -1,508,208 -72%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$13.7M 578,245 -65,706 -10%
Stifel Financial
12
Stifel Financial
Missouri
$13.1M 553,689 +65,314 +13%
ACA
13
Ackerman Capital Advisors
Texas
$12.3M 518,999 +518,999 New
GAG
14
Goodman Advisory Group
Massachusetts
$11.8M 498,304 +60,562 +14%
1WM
15
1900 Wealth Management
Texas
$10.5M 449,160 -17,418 -4%
AF
16
Allworth Financial
California
$10.4M 441,157 +71,832 +19%
TIA
17
Traphagen Investment Advisors
New Jersey
$10.3M 433,379 +60,573 +16%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$9.49M 400,782 +123,423 +44%
MML Investors Services
19
MML Investors Services
Massachusetts
$9.14M 386,116 +42,911 +13%
CIM
20
Confluence Investment Management
Missouri
$8.98M 379,390 +3,496 +0.9%
Renaissance Technologies
21
Renaissance Technologies
New York
$8.52M 359,766 +255,473 +245%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$7.95M 335,699 +106,032 +46%
PPW
23
Parcion Private Wealth
Washington
$7.02M 296,597 +296,597 New
AssetMark Inc
24
AssetMark Inc
California
$6.94M 293,011 -4,543 -2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.56M 276,953 +238,424 +619%
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