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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 $209M invested in Invesco California AMT-Free Municipal Bond ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
–
Holders Change %
0%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$5.94M
2
RMC
Regis Management Company
California
+$3.4M
3
SWRP
Summit Wealth & Retirement Planning
California
+$2.43M
4
FCA
FLC Capital Advisors
California
+$1.47M
5
Morgan Stanley
Morgan Stanley
New York
+$855K

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$8.83M
2
Bank of America
Bank of America
North Carolina
-$2.7M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$2.61M
4
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$1.23M
5
Jane Street
Jane Street
New York
-$707K
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
26
DeDora Capital
California
$289K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$255K -$47.4K -1,800 -16%
GCA
28
Gradient Capital Advisors
California
$221K – – –
Citigroup
29
Citigroup
New York
$208K +$36.9K +1,403 +22%
CWS
30
Cypress Wealth Services
California
$204K +$204K +7,748 New
SS
31
Simplicity Solutions
Minnesota
$203K -$20.1K -761 -9%
AWM
32
AE Wealth Management
Kansas
$203K -$20.1K -761 -9%
EWF
33
Epstein & White Financial
California
$202K -$43.7K -1,665 -18%
DWM
34
Destination Wealth Management
California
$175K – – –
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$158K +$158K +5,994 New
GRP
36
Global Retirement Partners
California
$58K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$53K – – –
BWA
38
BDO Wealth Advisors
Florida
$37K +$37K +1,400 New
GI
39
Gradient Investments
Minnesota
$26K – – –
PA
40
Parallel Advisors
California
$15K – – –
KC
41
Knuff & Co
California
$8K – – –
TRCT
42
Tower Research Capital (TRC)
New York
$8K – – –
AF
43
Allworth Financial
California
$4K – – –
EWM
44
Elmwood Wealth Management
California
$4K +$1.38K +47 +53%
BlackRock
45
BlackRock
New York
$1K – – –
MIAN
46
Mariner Independent Advisor Network
Kansas
– -$2.61M -101,406 Closed
AA
47
Apriem Advisors
California
– -$418K -16,210 Closed
CCP
48
Corient Capital Partners
California
– -$226K -8,759 Closed
MM
49
Main Management
California
– -$191K -7,400 Closed
WANY
50
Wealthspire Advisors (New York)
New York
– -$11K -430 Closed
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