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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

180 hedge funds and large institutions have $1.44B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
180
Holders Change
+9
Holders Change %
+5.26%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
62
Reduced
59
Closed
13
Calls
$76K
Puts
$113K
Net Calls
-$37K
Net Calls Change
+$238K

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$39.6M
2
Bank of America
2
Bank of America
North Carolina
$761M
3
LPL Financial
3
LPL Financial
California
$47.1M
4
Wells Fargo
4
Wells Fargo
California
$45M
5
EWA
5
EP Wealth Advisors
California
$10.3M

Top Sellers

1
GAG
1
Goodman Advisory Group
Massachusetts
$4.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$401K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.61M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.48M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$4.14M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$761M 32,242,322 +1,483,119 +5%
UBS Group
2
UBS Group
Switzerland
$69.9M 2,961,908 -4,228 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$53.6M 2,272,859 +140,627 +7%
LPL Financial
4
LPL Financial
California
$47.1M 1,996,293 +975,094 +95%
Wells Fargo
5
Wells Fargo
California
$45M 1,906,263 +573,140 +43%
IWC
6
Integrated Wealth Concepts
Massachusetts
$39.6M 1,677,402 +1,556,105 +1,283%
TNBTD
7
Trustmark National Bank Trust Department
Mississippi
$37.2M 1,574,359 -26,583 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$33.6M 1,422,723 +48,917 +4%
Ameriprise
9
Ameriprise
Minnesota
$20.2M 854,759 +59,324 +7%
Osaic Holdings
10
Osaic Holdings
Arizona
$15.6M 659,543 -6,045 -0.9%
Stifel Financial
11
Stifel Financial
Missouri
$14M 591,737 +38,048 +7%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$13.8M 583,281 -2,405 -0.4%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$13.2M 561,120 -17,125 -3%
ACA
14
Ackerman Capital Advisors
Texas
$12.8M 541,077 +22,078 +4%
TC
15
TownSquare Capital
Utah
$12.3M 117,514 +77,376 +193%
TIA
16
Traphagen Investment Advisors
New Jersey
$10.8M 459,161 +25,782 +6%
AF
17
Allworth Financial
California
$10.8M 455,795 +14,638 +3%
PPW
18
Parcion Private Wealth
Washington
$10.3M 436,083 +139,486 +47%
EWA
19
EP Wealth Advisors
California
$10.3M 448,800 +438,783 +4,380%
CIM
20
Confluence Investment Management
Missouri
$8.73M 369,791 -9,599 -3%
PI
21
PFS Investments
Georgia
$8.7M 368,744 +192,685 +109%
FTUS
22
Flow Traders U.S.
New York
$8.55M 362,265 +362,265 New
MML Investors Services
23
MML Investors Services
Massachusetts
$7.55M 319,991 -66,125 -17%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$7.47M 316,703 -18,996 -6%
AssetMark Inc
25
AssetMark Inc
California
$6.83M 289,565 -3,446 -1%
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