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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

45 hedge funds and large institutions have $205M invested in Invesco California AMT-Free Municipal Bond ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
45
Holders Change
+8
Holders Change %
+21.62%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
9
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$162M
2
RMC
2
Regis Management Company
California
$3.33M
3
FCA
3
FLC Capital Advisors
California
$3.03M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$2.61M
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$1.89M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.61M
2
LPL Financial
2
LPL Financial
California
$488K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$7.47M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EWF
26
Epstein & White Financial
California
$240K 9,361 -4,727 -34%
CCP
27
Corient Capital Partners
California
$226K 8,759 +8,759 New
AWM
28
AE Wealth Management
Kansas
$218K 8,458 -3,066 -27%
SS
29
Simplicity Solutions
Minnesota
$218K 8,458 +8,458 New
GCA
30
Gradient Capital Advisors
California
$216K 8,384 – –
CCM
31
Coe Capital Management
Illinois
$201K 7,800 +7,800 New
MM
32
Main Management
California
$191K 7,400 +7,400 New
DWM
33
Destination Wealth Management
California
$172K 6,660 – –
Citigroup
34
Citigroup
New York
$168K 6,499 -2,404 -27%
GRP
35
Global Retirement Partners
California
$57K 2,197 – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$52K 2,000 – –
GI
37
Gradient Investments
Minnesota
$26K 1,000 – –
PA
38
Parallel Advisors
California
$14K 568 – –
WANY
39
Wealthspire Advisors (New York)
New York
$11K 430 +430 New
KC
40
Knuff & Co
California
$8K 292 +292 New
TRCT
41
Tower Research Capital (TRC)
New York
$8K 301 +301 New
AF
42
Allworth Financial
California
$4K 155 – –
EWM
43
Elmwood Wealth Management
California
$2K 89 -2 -2%
BlackRock
44
BlackRock
New York
$1K 37 -2 -5%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– – -106,161 Closed
LNC
46
Lincoln National Corp
Pennsylvania
– – -31,383 Closed
TSS
47
Two Sigma Securities
New York
– – -11,001 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– – -10,974 Closed
LTFS
49
Ladenburg Thalmann Financial Services
Florida
– – -9,373 Closed
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
1
2
3