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Invesco National AMT-Free Municipal Bond ETF

203 hedge funds and large institutions have $1.77B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 27 closing their positions.

Holders
203
Holders Change
+15
Holders Change %
+7.98%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
43
Increased
63
Reduced
65
Closed
27
Calls
$58K
Puts
$203K
Net Calls
-$145K
Net Calls Change
+$493K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$930M 38,475,481 +4,556,795 +13%
Morgan Stanley
2
Morgan Stanley
New York
$95.8M 3,961,974 +1,752,639 +79%
UBS Group
3
UBS Group
Switzerland
$66.3M 2,740,480 -268,650 -9%
Wells Fargo
4
Wells Fargo
California
$40.8M 1,689,073 -17,619 -1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.5M 1,635,234 -21,016 -1%
TNBTD
6
Trustmark National Bank Trust Department
Mississippi
$35.1M 1,453,275 -27,414 -2%
Ameriprise
7
Ameriprise
Minnesota
$32.1M 1,328,658 +336,317 +34%
LPL Financial
8
LPL Financial
California
$32.1M 1,325,835 -537,390 -29%
OPAM
9
Ocean Park Asset Management
California
$30.8M 1,273,100 +1,273,100 New
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$30.3M 1,251,071 +305,186 +32%
EWA
11
EP Wealth Advisors
California
$29.9M 1,234,569 +659,857 +115%
GAG
12
Goodman Advisory Group
Massachusetts
$23.9M 986,707 +656,873 +199%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$21.1M 874,444 +199,705 +30%
Osaic Holdings
14
Osaic Holdings
Arizona
$20.3M 839,844 -157,877 -16%
1WM
15
1900 Wealth Management
Texas
$19.1M 791,616 +657,068 +488%
CI
16
CX Institutional
Indiana
$18.2M 753,388 +518,129 +220%
Stifel Financial
17
Stifel Financial
Missouri
$17.6M 726,935 +137,455 +23%
AF
18
Allworth Financial
California
$12M 497,493 +611 +0.1%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$11.7M 485,254 -70,365 -13%
Comerica Bank
20
Comerica Bank
Texas
$10.8M 448,540 +41,839 +10%
TIA
21
Traphagen Investment Advisors
New Jersey
$10.5M 433,462 -85,497 -16%
CIM
22
Confluence Investment Management
Missouri
$8.81M 364,192 -3,009 -0.8%
AHC
23
Anderson Hoagland & Co
Missouri
$8.47M 352,193 +245,733 +231%
MML Investors Services
24
MML Investors Services
Massachusetts
$8.14M 336,464 -23,911 -7%
PPW
25
Parcion Private Wealth
Washington
$8.01M 331,412 -95,798 -22%