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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

50 hedge funds and large institutions have $206M invested in Invesco California AMT-Free Municipal Bond ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIAN
Mariner Independent Advisor Network
Kansas
$2.82M
2
Bank of America
Bank of America
North Carolina
$6.5M
3
CAN
Cetera Advisor Networks
California
$1.38M
4
Morgan Stanley
Morgan Stanley
New York
$6.1M
5
LPL Financial
LPL Financial
California
$1.39M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$153M
2
RMC
Regis Management Company
California
$3.47M
3
Ameriprise
Ameriprise
Minnesota
$3.73M
4
BPC
Banque Pictet & Cie
Switzerland
$0
5
PNAA
Pictet North America Advisors
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Destination Wealth Management
California
$387K +$208K +7,757 +116%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$380K -$7.93K -295 -2%
PWM
28
Paulson Wealth Management
Illinois
$226K +$226K +8,373 New
GCA
29
Gradient Capital Advisors
California
$225K – – –
FFG
30
Ford Financial Group
California
$215K +$215K +8,017 New
CWS
31
Cypress Wealth Services
California
$210K +$1.35K +50 +0.6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$208K -$52.4K -1,948 -20%
AWM
33
AE Wealth Management
Kansas
$208K +$1.24K +46 +0.6%
EWF
34
Epstein & White Financial
California
$207K +$1.2K +45 +0.6%
NFG
35
NewFocus Financial Group
Washington
$203K +$203K +7,538 New
MM
36
Main Management
California
$199K +$199K +7,400 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$190K +$29K +1,078 +18%
Citigroup
38
Citigroup
New York
$150K -$61.7K -2,302 -29%
GRP
39
Global Retirement Partners
California
$136K +$76.9K +2,858 +130%
SPIA
40
Steward Partners Investment Advisory
New York
$104K +$104K +3,891 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$54K – – –
BWA
42
BDO Wealth Advisors
Florida
$38K – – –
GI
43
Gradient Investments
Minnesota
$27K – – –
AIP
44
Ameritas Investment Partners
Nebraska
$20K +$20K +747 New
PA
45
Parallel Advisors
California
$17K +$1.79K +67 +12%
TRCT
46
Tower Research Capital (TRC)
New York
$8K – – –
KC
47
Knuff & Co
California
$8K – – –
EWM
48
Elmwood Wealth Management
California
$6K +$2.32K +86 +63%
AF
49
Allworth Financial
California
$4K – – –
BlackRock
50
BlackRock
New York
$1K -$276 -8 -22%
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