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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

73 hedge funds and large institutions have $299M invested in Invesco California AMT-Free Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
27
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$177M
2
Jane Street
2
Jane Street
New York
$7.15M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$3.41M
4
MWM
4
McNaughton Wealth Management
California
$1.85M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$3.63M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$0
2
Ameriprise
2
Ameriprise
Minnesota
$5.17M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
GRP
4
Global Retirement Partners
California
$0
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$955K 34,241 +18,870 +123%
AA
27
Apriem Advisors
California
$864K 30,950 +200 +0.7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$776K 27,836 -327 -1%
DWM
29
Destination Wealth Management
California
$766K 27,452 +7,738 +39%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$737K 26,414 +5,078 +24%
NA
31
NewEdge Advisors
Louisiana
$715K 25,616 +25,616 New
LNC
32
Lincoln National Corp
Pennsylvania
$676K 24,244 +21 +0.1%
SI
33
SimpliFi Inc
California
$580K 20,798 +11,002 +112%
FWA
34
FOCUS Wealth Advisors
Texas
$569K 20,383 +1,440 +8%
JCA
35
January Capital Advisors
California
$539K 19,313 +19,313 New
ACI
36
Alpha Cubed Investments
California
$496K 17,790 – –
ACA
37
Atlas Capital Advisors
Wyoming
$444K 15,923 – –
CAN
38
Cetera Advisor Networks
California
$433K 15,507 +56 +0.4%
JBA
39
Johnson Bixby & Associates
Washington
$418K 14,969 +84 +0.6%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$386K 13,853 -521 -4%
FCA
41
FLC Capital Advisors
California
$331K 11,875 – –
WP
42
WealthSource Partners
California
$328K 11,758 +11,758 New
CW
43
CreativeOne Wealth
Kansas
$323K 11,569 +35 +0.3%
OIA
44
OneDigital Investment Advisors
Kansas
$322K 11,531 +11,531 New
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$314K 11,246 – –
MCM
46
Mattern Capital Management
Colorado
$289K 10,370 -362 -3%
PAG
47
Private Advisor Group
New Jersey
$286K 10,237 -10,237 -50%
ES
48
Eagle Strategies
New York
$285K 10,222 +10,222 New
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$265K 9,500 – –
LWAC
50
Laurel Wealth Advisors (California)
California
$245K 8,781 +8,781 New
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