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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

64 hedge funds and large institutions have $247M invested in Invesco California AMT-Free Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
26
Reduced
9
Closed
7
Calls
–
Puts
$222K
Net Calls
-$222K
Net Calls Change
-$222K

Top Buyers

1
MMA
Miracle Mile Advisors
California
$2.93M
2
LPL Financial
LPL Financial
California
$3.98M
3
BC
Brio Consultants
California
$6.5M
4
FTUS
Flow Traders U.S.
New York
$1.15M
5
JWCA
J.W. Cole Advisors
Florida
$1.08M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$148M
2
Citadel Advisors
Citadel Advisors
Florida
$7.73M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$0
4
Jane Street
Jane Street
New York
$12.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
26
Dimension Capital Management
Florida
$724K – – –
CCM
27
Coe Capital Management
Illinois
$635K – – –
CCFM
28
Clear Creek Financial Management
Washington
$634K +$634K +22,972 New
LNC
29
Lincoln National Corp
Pennsylvania
$618K +$304 +11 +0%
AA
30
Apriem Advisors
California
$563K +$563K +20,400 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$512K +$57.1K +2,069 +13%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$509K – – –
FCA
33
FLC Capital Advisors
California
$508K – – –
PAS
34
Partnervest Advisory Services
California
$501K -$57.8K -2,093 -10%
DWM
35
Destination Wealth Management
California
$487K – – –
GCA
36
Gradient Capital Advisors
California
$479K +$247K +8,960 +107%
IP
37
Intellectus Partners
California
$465K +$76.8K +2,779 +20%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$420K -$25.6K -929 -6%
A
39
AdvicePeriod
California
$317K – – –
HAS
40
HBW Advisory Services
California
$294K +$8.33K +302 +3%
MAFM
41
Mid Atlantic Financial Management
Pennsylvania
$293K +$21.3K +772 +8%
GRP
42
Global Retirement Partners
California
$281K – – –
HCIA
43
Hochman Cole Investment Advisors
Illinois
$281K +$281K +10,192 New
EWF
44
Epstein & White Financial
California
$225K +$194 +7 +0.1%
RFA
45
Reilly Financial Advisors
California
$224K – – –
PWM
46
Paulson Wealth Management
Illinois
$220K +$220K +7,965 New
MCM
47
Mattern Capital Management
Colorado
$207K +$207K +7,491 New
MM
48
Main Management
California
$204K – – –
NFG
49
NewFocus Financial Group
Washington
$200K +$200K +7,252 New
Citigroup
50
Citigroup
New York
$197K – – –
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2
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