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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

211 hedge funds and large institutions have $1.91B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 64 reducing their positions, and 10 closing their positions.

Holders
211
Holders Change
+12
Holders Change %
+6.03%
% of All Funds
3.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
84
Reduced
64
Closed
10
Calls
$123K
Puts
$995K
Net Calls
-$872K
Net Calls Change
-$407K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$983M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$48.5M
3
Truist Financial
3
Truist Financial
North Carolina
$8.45M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$28.6M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.84M

Top Sellers

1
CI
1
CX Institutional
Indiana
$14.4M
2
Jane Street
2
Jane Street
New York
$7.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.5M
4
UBS Group
4
UBS Group
Switzerland
$71.1M
5
1WM
5
1900 Wealth Management
Texas
$17.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$983M 41,496,431 +1,736,800 +4%
UBS Group
2
UBS Group
Switzerland
$71.1M 3,003,757 -156,760 -5%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$56.1M 2,370,316 +169,804 +8%
Morgan Stanley
4
Morgan Stanley
New York
$49.1M 2,075,450 +47,879 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$48.5M 2,049,560 +340,574 +20%
Wells Fargo
6
Wells Fargo
California
$43.9M 1,855,014 +98,966 +6%
Ameriprise
7
Ameriprise
Minnesota
$40.1M 1,691,316 +141,836 +9%
TNBTD
8
Trustmark National Bank Trust Department
Mississippi
$37.7M 1,591,845 +2,456 +0.2%
LPL Financial
9
LPL Financial
California
$35.1M 1,482,677 -13,193 -0.9%
EWA
10
EP Wealth Advisors
California
$30.9M 1,306,170 +40,922 +3%
OPAM
11
Ocean Park Asset Management
California
$30.1M 1,273,100 – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$28.6M 1,206,546 +195,202 +19%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$18.6M 785,605 +10,985 +1%
1WM
14
1900 Wealth Management
Texas
$17.8M 751,105 -101,056 -12%
GAG
15
Goodman Advisory Group
Massachusetts
$17M 719,478 -40,843 -5%
Stifel Financial
16
Stifel Financial
Missouri
$17M 717,235 -3,289 -0.5%
PPW
17
Parcion Private Wealth
Washington
$15.9M 669,850 +181,195 +37%
MMA
18
Miracle Mile Advisors
California
$15.1M 638,514 +183,261 +40%
CI
19
CX Institutional
Indiana
$14.4M 608,953 -267,708 -31%
SWP
20
Stratos Wealth Partners
Ohio
$13.7M 580,172 -4,124 -0.7%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$12.7M 538,282 +57,259 +12%
Comerica Bank
22
Comerica Bank
Texas
$12.6M 532,473 +11,007 +2%
AF
23
Allworth Financial
California
$11.6M 485,884 +6,938 +1%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$11M 463,704 +159,402 +52%
Osaic Holdings
25
Osaic Holdings
Arizona
$10.5M 442,893 -170,819 -28%
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