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Invesco New York AMT-Free Municipal Bond ETF

41 hedge funds and large institutions have $60.1M invested in Invesco New York AMT-Free Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
19
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$14M +$396K +17,464 +3%
MMA
2
Miracle Mile Advisors
California
$7.49M -$98.6K -4,343 -1%
Morgan Stanley
3
Morgan Stanley
New York
$4.98M -$210K -9,262 -4%
FZCM
4
Flynn Zito Capital Management
New York
$4.02M -$281K -12,358 -7%
Bank of America
5
Bank of America
North Carolina
$3.51M -$356K -15,689 -9%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$3.41M +$709K +31,223 +26%
AFTS
7
American Financial & Tax Strategies
New York
$2.82M -$47.8K -2,106 -2%
LPL Financial
8
LPL Financial
California
$2.68M +$325K +14,316 +14%
EWA
9
EP Wealth Advisors
California
$2.1M +$159K +7,000 +8%
TIM
10
Tortoise Investment Management
New York
$1.8M -$40.2K -1,773 -2%
NA
11
Note Advisors
New York
$1.45M +$1.45M +63,866 New
Jane Street
12
Jane Street
New York
$1.26M +$430K +18,922 +52%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$962K +$57.8K +2,544 +6%
KAS
14
Kestra Advisory Services
Texas
$702K +$385K +16,969 +122%
MML Investors Services
15
MML Investors Services
Massachusetts
$694K +$25.4K +1,117 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$688K +$13.1K +575 +2%
PSB
17
Passumpsic Savings Bank
Vermont
$670K
NL
18
NDWM LLC
California
$667K
SWP
19
Stratos Wealth Partners
Ohio
$617K +$326K +14,364 +112%
Osaic Holdings
20
Osaic Holdings
Arizona
$499K +$218K +9,611 +78%
Raymond James Financial
21
Raymond James Financial
Florida
$493K +$493K +21,700 New
MP
22
McDonald Partners
Ohio
$482K
KC
23
Kades & Cheifetz
Pennsylvania
$471K +$99.5K +4,383 +27%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$471K +$471K +20,760 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$443K +$197K +8,667 +80%