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Invesco California AMT-Free Municipal Bond ETF

53 hedge funds and large institutions have $318M invested in Invesco California AMT-Free Municipal Bond ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
21
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$498K
Osaic Holdings
27
Osaic Holdings
Arizona
$480K +$480K +490,623 New
DWM
28
Destination Wealth Management
California
$476K -$1.16K -43 -0.2%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$435K +$1.83K +68 +0.4%
A
30
AdvicePeriod
California
$390K +$390K +14,449 New
BC
31
Brio Consultants
California
$290K -$36.7K -1,358 -11%
GRP
32
Global Retirement Partners
California
$275K -$70K -2,593 -20%
GCA
33
Gradient Capital Advisors
California
$226K
EWF
34
Epstein & White Financial
California
$223K -$6.58K -245 -3%
RFA
35
Reilly Financial Advisors
California
$219K
MAFM
36
Mid Atlantic Financial Management
Pennsylvania
$218K -$659K -24,486 -75%
CWS
37
Cypress Wealth Services
California
$214K +$1.35K +50 +0.6%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$213K +$7.04K +261 +3%
MM
39
Main Management
California
$200K
Citigroup
40
Citigroup
New York
$169K +$2.7K +100 +2%
AIP
41
Ameritas Investment Partners
Nebraska
$156K +$17.1K +638 +12%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$130K +$130K +5,000 New
SAM
43
S.A. Mason
Michigan
$64K
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$54K
US Bancorp
45
US Bancorp
Minnesota
$53K +$53K +1,978 New
BWA
46
BDO Wealth Advisors
Florida
$38K
GI
47
Gradient Investments
Minnesota
$27K
PA
48
Parallel Advisors
California
$15K -$1.8K -68 -11%
TRCT
49
Tower Research Capital (TRC)
New York
$8K
KC
50
Knuff & Co
California
$8K