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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

217 hedge funds and large institutions have $1.99B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 18 closing their positions.

Holders
217
Holders Change
+6
Holders Change %
+2.84%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
25
Increased
83
Reduced
74
Closed
18
Calls
$114K
Puts
$845K
Net Calls
-$731K
Net Calls Change
+$141K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.04B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$14M
3
BIP
3
Blueprint Investment Partners
North Carolina
$5.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$33M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$61M

Top Sellers

1
TNBTD
1
Trustmark National Bank Trust Department
Mississippi
$15.5M
2
Jane Street
2
Jane Street
New York
$715K
3
Morgan Stanley
3
Morgan Stanley
New York
$44.5M
4
EC
4
Elequin Capital
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$71.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.04B 43,118,740 +1,622,309 +4%
UBS Group
2
UBS Group
Switzerland
$71.1M 2,945,022 -58,735 -2%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$61M 2,525,514 +155,198 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$51.3M 2,122,268 +72,708 +4%
Morgan Stanley
5
Morgan Stanley
New York
$44.5M 1,844,345 -231,105 -11%
Wells Fargo
6
Wells Fargo
California
$43.7M 1,809,911 -45,103 -2%
Ameriprise
7
Ameriprise
Minnesota
$41.9M 1,731,775 +40,459 +2%
LPL Financial
8
LPL Financial
California
$38.1M 1,579,405 +96,728 +7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$33M 1,368,235 +161,689 +13%
EWA
10
EP Wealth Advisors
California
$31.7M 1,313,420 +7,250 +0.6%
OPAM
11
Ocean Park Asset Management
California
$29.5M 1,223,500 -49,600 -4%
PPW
12
Parcion Private Wealth
Washington
$19.9M 824,250 +154,400 +23%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$19.3M 801,123 +15,518 +2%
Stifel Financial
14
Stifel Financial
Missouri
$18.6M 769,060 +51,825 +7%
1WM
15
1900 Wealth Management
Texas
$17.9M 741,009 -10,096 -1%
MMA
16
Miracle Mile Advisors
California
$17.5M 724,642 +86,128 +13%
GAG
17
Goodman Advisory Group
Massachusetts
$17.5M 723,398 +3,920 +0.5%
TNBTD
18
Trustmark National Bank Trust Department
Mississippi
$15.5M 641,901 -949,944 -60%
CI
19
CX Institutional
Indiana
$15.1M 625,473 +16,520 +3%
SWP
20
Stratos Wealth Partners
Ohio
$14.6M 605,792 +25,620 +4%
Renaissance Technologies
21
Renaissance Technologies
New York
$14M 577,764 +269,264 +87%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$13M 537,921 -361 -0.1%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$12.2M 506,910 +43,206 +9%
Comerica Bank
24
Comerica Bank
Texas
$12.1M 501,033 -31,440 -6%
AF
25
Allworth Financial
California
$11.8M 488,666 +2,782 +0.6%
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