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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

68 hedge funds and large institutions have $266M invested in Invesco California AMT-Free Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 13 closing their positions.

Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
30
Reduced
14
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$157M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$6.99M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$1.89M
4
FAT
4
First American Trust
California
$3.12M
5
MMA
5
Miracle Mile Advisors
California
$8.12M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$0
3
MWM
3
McNaughton Wealth Management
California
$0
4
OMC
4
Old Mission Capital
Illinois
$427K
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$561K 20,205 +8,180 +68%
DWM
27
Destination Wealth Management
California
$547K 19,714 -5,342 -21%
FWA
28
FOCUS Wealth Advisors
Texas
$526K 18,943 +420 +2%
ACI
29
Alpha Cubed Investments
California
$494K 17,790 +17,790 New
GRP
30
Global Retirement Partners
California
$477K 17,189 +10,383 +153%
ACA
31
Atlas Capital Advisors
Wyoming
$442K 15,923 – –
Creative Planning
32
Creative Planning
Kansas
$440K 15,840 +2 +0%
CAN
33
Cetera Advisor Networks
California
$429K 15,451 +57 +0.4%
OMC
34
Old Mission Capital
Illinois
$427K 15,371 -42,579 -73%
JBA
35
Johnson Bixby & Associates
Washington
$413K 14,885 +28 +0.2%
IP
36
Intellectus Partners
California
$407K 14,650 -2,428 -14%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$399K 14,374 -361 -2%
FCA
38
FLC Capital Advisors
California
$330K 11,875 – –
CW
39
CreativeOne Wealth
Kansas
$320K 11,534 -5,256 -31%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$312K 11,246 +11,246 New
MCM
41
Mattern Capital Management
Colorado
$298K 10,732 +3,241 +43%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$287K 10,354 +1,160 +13%
SI
43
SimpliFi Inc
California
$272K 9,796 +9,796 New
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$263K 9,500 – –
DADC
45
D.A. Davidson & Co
Montana
$261K 9,423 +9,423 New
PWM
46
Paulson Wealth Management
Illinois
$239K 8,622 – –
WCWM
47
Wooster Corthell Wealth Management
Connecticut
$237K 8,541 +8,541 New
GCA
48
Gradient Capital Advisors
California
$233K 8,384 – –
CWS
49
Cypress Wealth Services
California
$228K 8,227 +46 +0.6%
RFA
50
Reilly Financial Advisors
California
$225K 8,116 – –
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