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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

75 hedge funds and large institutions have $264M invested in Invesco California AMT-Free Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
27
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$11M
2
BC
2
Brio Consultants
California
$10.9M
3
LPL Financial
3
LPL Financial
California
$5.62M
4
OMC
4
Old Mission Capital
Illinois
$1.63M
5
FAT
5
First American Trust
California
$1.28M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$150M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$0
3
FTUS
3
Flow Traders U.S.
New York
$338K
4
DCM
4
Dimension Capital Management
Florida
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LNC
26
Lincoln National Corp
Pennsylvania
$677K 24,078 +21 +0.1%
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$648K 23,069 -4,693 -17%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$629K 22,369 +1,240 +6%
FWA
29
FOCUS Wealth Advisors
Texas
$521K 18,523 -1,962 -10%
IP
30
Intellectus Partners
California
$480K 17,078 +82 +0.5%
CW
31
CreativeOne Wealth
Kansas
$472K 16,790 -140 -0.8%
ACA
32
Atlas Capital Advisors
Wyoming
$448K 15,923 +15,923 New
Creative Planning
33
Creative Planning
Kansas
$445K 15,838 +500 +3%
CAN
34
Cetera Advisor Networks
California
$433K 15,394 -656 -4%
JBA
35
Johnson Bixby & Associates
Washington
$417K 14,857 +141 +1%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$414K 14,735 +585 +4%
LWAC
37
Laurel Wealth Advisors (California)
California
$407K 14,480 +1,550 +12%
FTUS
38
Flow Traders U.S.
New York
$338K 12,025 -52,406 -81%
FCA
39
FLC Capital Advisors
California
$334K 11,875 -2,744 -19%
FLPIM
40
F.L. Putnam Investment Management
Massachusetts
$327K 11,619 +11,619 New
Citadel Advisors
41
Citadel Advisors
Florida
$293K 10,419 -1,983 -16%
PAG
42
Private Advisor Group
New Jersey
$288K 10,237 – –
EGA
43
Eagle Global Advisors
Texas
$281K 10,000 +10,000 New
A
44
AdvicePeriod
California
$278K 9,880 +174 +2%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$267K 9,500 -8,961 -49%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$258K 9,194 -4,464 -33%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$256K 9,123 +9,123 New
PWM
48
Paulson Wealth Management
Illinois
$242K 8,622 -403 -4%
GCA
49
Gradient Capital Advisors
California
$236K 8,384 -8,960 -52%
EWF
50
Epstein & White Financial
California
$230K 8,213 +1 +0%
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