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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

199 hedge funds and large institutions have $1.84B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 52 reducing their positions, and 27 closing their positions.

Holders
199
Holders Change
-4
Holders Change %
-1.97%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
87
Reduced
52
Closed
27
Calls
$83K
Puts
$548K
Net Calls
-$465K
Net Calls Change
-$320K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$52.4M
2
Bank of America
2
Bank of America
North Carolina
$947M
3
Jane Street
3
Jane Street
New York
$11.9M
4
SWP
4
Stratos Wealth Partners
Ohio
$13.9M
5
UBS Group
5
UBS Group
Switzerland
$75.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.3M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$18.5M
3
GAG
3
Goodman Advisory Group
Massachusetts
$18.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$14.6M
5
IAN
5
Integrated Advisors Network
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$947M 39,759,631 +1,284,150 +3%
UBS Group
2
UBS Group
Switzerland
$75.3M 3,160,517 +420,037 +15%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$52.4M 2,200,512 +2,200,512 New
Morgan Stanley
4
Morgan Stanley
New York
$48.3M 2,027,571 -1,934,403 -49%
Wells Fargo
5
Wells Fargo
California
$41.8M 1,756,048 +66,975 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$40.7M 1,708,986 +73,752 +5%
TNBTD
7
Trustmark National Bank Trust Department
Mississippi
$37.9M 1,589,389 +136,114 +9%
Ameriprise
8
Ameriprise
Minnesota
$36.9M 1,549,480 +220,822 +17%
LPL Financial
9
LPL Financial
California
$35.6M 1,495,870 +170,035 +13%
OPAM
10
Ocean Park Asset Management
California
$30.3M 1,273,100 – –
EWA
11
EP Wealth Advisors
California
$30.2M 1,265,248 +30,679 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$24.1M 1,011,344 +136,900 +16%
CI
13
CX Institutional
Indiana
$20.9M 876,661 +123,273 +16%
1WM
14
1900 Wealth Management
Texas
$20.3M 852,161 +60,545 +8%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$18.5M 774,620 -476,451 -38%
GAG
16
Goodman Advisory Group
Massachusetts
$18.1M 760,321 -226,386 -23%
Stifel Financial
17
Stifel Financial
Missouri
$17.2M 720,524 -6,411 -0.9%
Osaic Holdings
18
Osaic Holdings
Arizona
$14.6M 613,712 -226,132 -27%
SWP
19
Stratos Wealth Partners
Ohio
$13.9M 584,296 +497,124 +570%
Comerica Bank
20
Comerica Bank
Texas
$12.4M 521,466 +72,926 +16%
Jane Street
21
Jane Street
New York
$11.9M 498,043 +498,043 New
PPW
22
Parcion Private Wealth
Washington
$11.6M 488,655 +157,243 +47%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$11.5M 481,023 +264,322 +122%
AF
24
Allworth Financial
California
$11.4M 478,946 -18,547 -4%
MMA
25
Miracle Mile Advisors
California
$10.8M 455,253 +162,772 +56%
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