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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

229 hedge funds and large institutions have $2.19B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 24 closing their positions.

Holders
229
Holders Change
+12
Holders Change %
+5.53%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
84
Reduced
75
Closed
24
Calls
$227K
Puts
$47K
Net Calls
+$180K
Net Calls Change
+$911K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.17B
2
AAS
2
Annex Advisory Services
Wisconsin
$16.8M
3
Raymond James Financial
3
Raymond James Financial
Florida
$15.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$13.1M
5
LPL Financial
5
LPL Financial
California
$48.3M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.77M
2
TNBTD
2
Trustmark National Bank Trust Department
Mississippi
$9.3M
3
BIP
3
Blueprint Investment Partners
North Carolina
$0
4
Ameriprise
4
Ameriprise
Minnesota
$37.3M
5
FFA
5
First Foundation Advisors
California
$4.85M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.17B 49,720,042 +6,601,302 +15%
UBS Group
2
UBS Group
Switzerland
$68.3M 2,891,164 -53,858 -2%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$63.8M 2,701,822 +176,308 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$60.2M 2,548,441 +426,173 +20%
Wells Fargo
5
Wells Fargo
California
$49.2M 2,082,020 +272,109 +15%
Morgan Stanley
6
Morgan Stanley
New York
$49.2M 2,081,752 +237,407 +13%
LPL Financial
7
LPL Financial
California
$48.3M 2,047,015 +467,610 +30%
Ameriprise
8
Ameriprise
Minnesota
$37.3M 1,571,318 -160,457 -9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$36.3M 1,537,730 +169,495 +12%
EWA
10
EP Wealth Advisors
California
$33.3M 1,408,827 +95,407 +7%
OPAM
11
Ocean Park Asset Management
California
$28M 1,186,900 -36,600 -3%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$23.1M 977,386 +176,263 +22%
PPW
13
Parcion Private Wealth
Washington
$20.4M 865,363 +41,113 +5%
GAG
14
Goodman Advisory Group
Massachusetts
$18M 763,450 +40,052 +6%
CI
15
CX Institutional
Indiana
$18M 760,497 +135,024 +22%
MMA
16
Miracle Mile Advisors
California
$17.8M 755,238 +30,596 +4%
Stifel Financial
17
Stifel Financial
Missouri
$17M 721,592 -47,468 -6%
AAS
18
Annex Advisory Services
Wisconsin
$16.8M 712,036 +712,036 New
MML Investors Services
19
MML Investors Services
Massachusetts
$16.7M 706,924 +230,196 +48%
Raymond James Financial
20
Raymond James Financial
Florida
$15.2M 641,717 +641,717 New
1WM
21
1900 Wealth Management
Texas
$14.7M 622,352 -118,657 -16%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$14.1M 598,113 +60,192 +11%
Osaic Holdings
23
Osaic Holdings
Arizona
$13.9M 587,334 +141,166 +32%
SWP
24
Stratos Wealth Partners
Ohio
$13.3M 564,471 -41,321 -7%
Citadel Advisors
25
Citadel Advisors
Florida
$13.1M 552,989 +525,851 +1,938%
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