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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

54 hedge funds and large institutions have $204M invested in Invesco California AMT-Free Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SteelPeak Wealth
California
$1.78M
2
MWM
2
McNaughton Wealth Management
California
$1.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.63M
4
Bank of America
4
Bank of America
North Carolina
$8.45M
5
Jane Street
5
Jane Street
New York
$899K

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$145M
2
WP
2
WealthSource Partners
California
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$0
4
AA
4
Apriem Advisors
California
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
26
Partnervest Advisory Services
California
$608K 22,246 +181 +0.8%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$505K 18,461 +9,500 +106%
DWM
28
Destination Wealth Management
California
$484K 17,685 -31 -0.2%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$440K 16,078 +293 +2%
AG
30
Advisor Group
Arizona
$425K 15,556 +44 +0.3%
GRP
31
Global Retirement Partners
California
$349K 12,779 – –
BC
32
Brio Consultants
California
$331K 12,098 +12,098 New
PWM
33
Paulson Wealth Management
Illinois
$298K 10,815 – –
EWF
34
Epstein & White Financial
California
$234K 8,553 -902 -10%
GCA
35
Gradient Capital Advisors
California
$229K 8,384 – –
RFA
36
Reilly Financial Advisors
California
$222K 8,116 – –
CWS
37
Cypress Wealth Services
California
$216K 7,896 +50 +0.6%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$213K 7,774 -3,942 -34%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$209K 7,636 -430 -5%
HAS
40
HBW Advisory Services
California
$209K 7,589 +7,589 New
MM
41
Main Management
California
$202K 7,400 – –
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$196K 7,163 +177 +3%
Citigroup
43
Citigroup
New York
$168K 6,160 – –
AIP
44
Ameritas Investment Partners
Nebraska
$141K 5,178 +1,056 +26%
SPIA
45
Steward Partners Investment Advisory
New York
$106K 3,891 – –
SAM
46
S.A. Mason
Michigan
$65K 2,360 +2,360 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$55K 2,000 – –
BWA
48
BDO Wealth Advisors
Florida
$38K 1,400 – –
GI
49
Gradient Investments
Minnesota
$27K 1,000 – –
PA
50
Parallel Advisors
California
$17K 636 – –
1
2
3