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Invesco California AMT-Free Municipal Bond ETF

60 hedge funds and large institutions have $249M invested in Invesco California AMT-Free Municipal Bond ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+7
Holders Change %
+13.21%
% 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
19
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$560K -$12.8M -470,114 -96%
PAS
27
Partnervest Advisory Services
California
$552K -$64.9K -2,377 -11%
FCA
28
FLC Capital Advisors
California
$508K -$962K -35,193 -65%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$504K
ACA
30
Atlas Capital Advisors
Wyoming
$482K +$482K +17,679 New
DWM
31
Destination Wealth Management
California
$481K
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$449K +$449K +16,482 New
RJFSA
33
Raymond James Financial Services Advisors
Florida
$441K
IP
34
Intellectus Partners
California
$383K +$383K +14,048 New
A
35
AdvicePeriod
California
$313K -$80.7K -2,963 -21%
HAS
36
HBW Advisory Services
California
$283K +$283K +10,352 New
GRP
37
Global Retirement Partners
California
$278K
MAFM
38
Mid Atlantic Financial Management
Pennsylvania
$268K +$47.4K +1,739 +21%
GCA
39
Gradient Capital Advisors
California
$229K
EWF
40
Epstein & White Financial
California
$222K -$5.28K -193 -2%
RFA
41
Reilly Financial Advisors
California
$221K
CWS
42
Cypress Wealth Services
California
$218K +$929 +34 +0.4%
SEIA
43
Signature Estate & Investment Advisors
California
$212K +$212K +7,779 New
MM
44
Main Management
California
$202K
Citigroup
45
Citigroup
New York
$195K +$24K +880 +14%
AIP
46
Ameritas Investment Partners
Nebraska
$158K +$244 +9 +0.2%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$136K
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$120K -$96.1K -3,511 -44%
SAM
49
S.A. Mason
Michigan
$68K +$3.81K +140 +6%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$55K