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Invesco California AMT-Free Municipal Bond ETF

69 hedge funds and large institutions have $260M invested in Invesco California AMT-Free Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-1
Holders Change %
-1.43%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
34
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
26
Destination Wealth Management
California
$693K +$172K +6,225 +33%
LNC
27
Lincoln National Corp
Pennsylvania
$666K +$46.2K +1,669 +7%
HighTower Advisors
28
HighTower Advisors
Illinois
$592K +$592K +21,382 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$585K +$415 +15 +0.1%
FWA
30
FOCUS Wealth Advisors
Texas
$568K +$6.38K +230 +1%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$510K
GCA
32
Gradient Capital Advisors
California
$480K
IP
33
Intellectus Partners
California
$470K +$2.32K +84 +0.5%
CW
34
CreativeOne Wealth
Kansas
$468K +$468K +16,930 New
CAN
35
Cetera Advisor Networks
California
$444K -$150K -5,438 -25%
Creative Planning
36
Creative Planning
Kansas
$424K +$424K +15,338 New
JBA
37
Johnson Bixby & Associates
Washington
$407K +$2.43K +88 +0.6%
FCA
38
FLC Capital Advisors
California
$405K -$110K -3,958 -21%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$401K +$47.2K +1,707 +13%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$392K +$5.96K +215 +2%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$377K +$84.6K +3,065 +29%
LWAC
42
Laurel Wealth Advisors (California)
California
$358K +$358K +12,930 New
Citadel Advisors
43
Citadel Advisors
Florida
$343K +$343K +12,402 New
HAS
44
HBW Advisory Services
California
$317K +$21.8K +788 +7%
HCIA
45
Hochman Cole Investment Advisors
Illinois
$285K +$1.39K +50 +0.5%
PAG
46
Private Advisor Group
New Jersey
$283K +$283K +10,237 New
A
47
AdvicePeriod
California
$269K -$49.3K -1,780 -15%
PWM
48
Paulson Wealth Management
Illinois
$253K -$75.7K -2,699 -23%
EWF
49
Epstein & White Financial
California
$227K +$2.41K +87 +1%
RFA
50
Reilly Financial Advisors
California
$225K