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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

56 hedge funds and large institutions have $207M invested in Invesco California AMT-Free Municipal Bond ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
WealthSource Partners
California
$1.24M
2
DADC
D.A. Davidson & Co
Montana
$1.15M
3
Bank of America
Bank of America
North Carolina
$7.69M
4
DCM
Dimension Capital Management
Florida
$717K
5
AA
Apriem Advisors
California
$629K

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$151M
2
FCA
FLC Capital Advisors
California
$1.47M
3
Jane Street
Jane Street
New York
$545K
4
AWM
AE Wealth Management
Kansas
$0
5
Wells Fargo
Wells Fargo
California
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
26
Lincoln National Corp
Pennsylvania
$556K -$7.14K -261 -1%
Jane Street
27
Jane Street
New York
$545K -$3.38M -123,424 -86%
BCI
28
Brinker Capital Investments
Pennsylvania
$530K -$87K -3,177 -14%
DWM
29
Destination Wealth Management
California
$485K +$90.3K +3,299 +23%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$432K +$45.3K +1,654 +12%
AG
31
Advisor Group
Arizona
$424K -$95.8K -3,505 -18%
ACA
32
Atlas Capital Advisors
Wyoming
$417K +$417K +15,251 New
GRP
33
Global Retirement Partners
California
$350K +$212K +7,724 +153%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$320K +$320K +11,716 New
PWM
35
Paulson Wealth Management
Illinois
$296K +$66.8K +2,442 +29%
EWF
36
Epstein & White Financial
California
$258K +$46.8K +1,714 +22%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$245K +$245K +8,961 New
GCA
38
Gradient Capital Advisors
California
$229K – – –
RFA
39
Reilly Financial Advisors
California
$222K +$222K +8,116 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$221K +$9.04K +330 +4%
FFG
41
Ford Financial Group
California
$220K +$1.36K +50 +0.6%
CWS
42
Cypress Wealth Services
California
$215K +$1.32K +48 +0.6%
NFG
43
NewFocus Financial Group
Washington
$206K – – –
MM
44
Main Management
California
$202K – – –
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$191K -$2.35K -86 -1%
Citigroup
46
Citigroup
New York
$168K +$15.3K +560 +10%
AIP
47
Ameritas Investment Partners
Nebraska
$112K +$91.7K +3,375 +452%
SPIA
48
Steward Partners Investment Advisory
New York
$106K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$55K – – –
BWA
50
BDO Wealth Advisors
Florida
$38K – – –
1
2
3