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Invesco New York AMT-Free Municipal Bond ETF
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Overview Fund Activity

34 hedge funds and large institutions have $29.6M invested in Invesco New York AMT-Free Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
7
Increased
8
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.76M
2
EWA
EP Wealth Advisors
California
$1.98M
3
Bank of America
Bank of America
North Carolina
$3.47M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
$494K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$288K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
AMG
Asset Management Group
Connecticut
$287K
3
TIM
Tortoise Investment Management
New York
$1.93M
4
Osaic Holdings
Osaic Holdings
Arizona
$121K
5
AWS
Atria Wealth Solutions
New York
$258K
Name Holding Trade Value Shares
Change 		Shares
Change %
FZCM
1
Flynn Zito Capital Management
New York
$4.05M -$11.3K -489 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
$3.76M +$2.06M +89,193 +122%
Bank of America
3
Bank of America
North Carolina
$3.47M +$830K +35,908 +31%
Jane Street
4
Jane Street
New York
$3.35M -$170K -7,346 -5%
LPL Financial
5
LPL Financial
California
$1.98M -$225K -9,731 -10%
EWA
6
EP Wealth Advisors
California
$1.98M +$1.98M +85,500 New
TIM
7
Tortoise Investment Management
New York
$1.93M -$407K -17,622 -17%
MMA
8
Miracle Mile Advisors
California
$1.27M +$152K +6,592 +14%
MML Investors Services
9
MML Investors Services
Massachusetts
$690K -$21.8K -943 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$690K -$15K -649 -2%
NL
11
NDWM LLC
California
$661K +$661K +28,571 New
Citigroup
12
Citigroup
New York
$631K +$2.15K +93 +0.3%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$494K +$494K +21,378 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$460K -$64.5K -2,787 -12%
VAS
15
Valicenti Advisory Services
New York
$384K – – –
Ameriprise
16
Ameriprise
Minnesota
$381K +$41K +1,775 +12%
MP
17
McDonald Partners
Ohio
$376K – – –
KC
18
Kades & Cheifetz
Pennsylvania
$364K +$2.75K +119 +0.8%
FTUS
19
Flow Traders U.S.
New York
$299K -$44.7K -1,931 -13%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$288K +$288K +13,245 +1,324,500%
AMG
21
Asset Management Group
Connecticut
$287K -$810K -35,032 -74%
SWP
22
Stratos Wealth Partners
Ohio
$271K +$271K +11,737 New
AWS
23
Atria Wealth Solutions
New York
$258K -$231K -9,996 -47%
Mariner
24
Mariner
Kansas
$255K +$255K +11,050 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$227K -$43.7K -1,889 -16%
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