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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

38 hedge funds and large institutions have $150M invested in Invesco California AMT-Free Municipal Bond ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
–
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$6.08M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.71M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.04M
4
CSIA
Charles Schwab Investment Advisory
California
+$1.99M
5
Morgan Stanley
Morgan Stanley
New York
+$373K

Top Sellers

1
LPL Financial
LPL Financial
California
-$2.61M
2
Bank of America
Bank of America
North Carolina
-$1.37M
3
Goldman Sachs
Goldman Sachs
New York
-$710K
4
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$304K
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$213K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$300K -$57.2K -2,230 -16%
DC
27
DeDora Capital
California
$282K +$87K +3,393 +45%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$221K -$6.56K -256 -3%
GCA
29
Gradient Capital Advisors
California
$215K – – –
NFG
30
NewFocus Financial Group
Washington
$209K – – –
CCM
31
Coe Capital Management
Illinois
$200K – – –
GRP
32
Global Retirement Partners
California
$188K -$2.52K -98 -1%
DWM
33
Destination Wealth Management
California
$172K +$172K +6,701 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$51K – – –
GI
35
Gradient Investments
Minnesota
$26K – – –
PA
36
Parallel Advisors
California
$15K +$26 +1 +0.2%
EWM
37
Elmwood Wealth Management
California
$2.39K +$2.39K +93 New
BlackRock
38
BlackRock
New York
$1K – – –
Goldman Sachs
39
Goldman Sachs
New York
– -$710K -26,930 Closed
CAN
40
Cetera Advisor Networks
California
– -$200K -7,569 Closed
SWP
41
Stratos Wealth Partners
Ohio
– -$64K -2,435 Closed
FAAS
42
First Allied Advisory Services
California
– -$51K -1,950 Closed
CA
43
Calton & Associates
Florida
– -$39K -1,500 Closed
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