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Invesco National AMT-Free Municipal Bond ETF

188 hedge funds and large institutions have $1.4B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 21 closing their positions.

Holders
188
Holders Change
+8
Holders Change %
+4.44%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
56
Reduced
64
Closed
21
Calls
$33K
Puts
$671K
Net Calls
-$638K
Net Calls Change
-$601K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$752M 33,918,686 +1,676,364 +5%
UBS Group
2
UBS Group
Switzerland
$66.7M 3,009,130 +47,222 +2%
Morgan Stanley
3
Morgan Stanley
New York
$49M 2,209,335 -63,524 -3%
LPL Financial
4
LPL Financial
California
$41.3M 1,863,225 -133,068 -7%
Wells Fargo
5
Wells Fargo
California
$37.8M 1,706,692 -199,571 -10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$36.7M 1,656,250 +233,527 +16%
Jane Street
7
Jane Street
New York
$34.1M 1,539,396 +1,341,882 +679%
TNBTD
8
Trustmark National Bank Trust Department
Mississippi
$32.8M 1,480,689 -93,670 -6%
Osaic Holdings
9
Osaic Holdings
Arizona
$22.1M 997,721 +338,178 +51%
Ameriprise
10
Ameriprise
Minnesota
$22M 992,341 +137,582 +16%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$21M 945,885 +362,604 +62%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$15M 674,739 +457,084 +210%
Stifel Financial
13
Stifel Financial
Missouri
$13.1M 589,480 -2,257 -0.4%
EWA
14
EP Wealth Advisors
California
$12.7M 574,712 +125,912 +28%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$12.3M 555,619 -5,501 -1%
ACA
16
Ackerman Capital Advisors
Texas
$12.3M 553,197 +12,120 +2%
TIA
17
Traphagen Investment Advisors
New Jersey
$11.5M 518,959 +59,798 +13%
AF
18
Allworth Financial
California
$11M 496,882 +41,087 +9%
PPW
19
Parcion Private Wealth
Washington
$9.47M 427,210 -8,873 -2%
Comerica Bank
20
Comerica Bank
Texas
$9.01M 406,701 +406,701 New
CIM
21
Confluence Investment Management
Missouri
$8.14M 367,201 -2,590 -0.7%
MML Investors Services
22
MML Investors Services
Massachusetts
$7.99M 360,375 +40,384 +13%
GAG
23
Goodman Advisory Group
Massachusetts
$7.31M 329,834 +122,305 +59%
AssetMark Inc
24
AssetMark Inc
California
$6.42M 289,655 +90 +0%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$6.28M 283,418 -33,285 -11%