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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

80 hedge funds and large institutions have $399M invested in Invesco California AMT-Free Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
29
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$265M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$15.8M
3
AF
3
Allworth Financial
California
$6.96M
4
Jane Street
4
Jane Street
New York
$8.72M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.4M

Top Sellers

1
BC
1
Brio Consultants
California
$6.43M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$599K
3
Wells Fargo
3
Wells Fargo
California
$3.16M
4
OMC
4
Old Mission Capital
Illinois
$0
5
BCI
5
Brinker Capital Investments
Pennsylvania
$530K
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$817K 31,674 -5,546 -15%
SC
27
Seldon Capital
California
$809K 31,352 -13,739 -30%
Creative Planning
28
Creative Planning
Kansas
$767K 29,753 +29,753 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$754K 29,217 +2,803 +11%
AA
30
Apriem Advisors
California
$716K 27,750 -3,200 -10%
WP
31
WealthSource Partners
California
$714K 27,660 +15,902 +135%
SI
32
SimpliFi Inc
California
$656K 25,444 +4,646 +22%
LNC
33
Lincoln National Corp
Pennsylvania
$648K 25,101 +857 +4%
PFA
34
Pure Financial Advisors
California
$641K 24,827 +24,827 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$622K 24,115 -3,721 -13%
BRWA
36
B. Riley Wealth Advisors
Florida
$599K 23,200 -106,976 -82%
DWM
37
Destination Wealth Management
California
$556K 21,563 -5,889 -21%
JCA
38
January Capital Advisors
California
$556K 22,843 +3,530 +18%
Betterment LLC
39
Betterment LLC
New York
$556K 21,533 +21,533 New
FWA
40
FOCUS Wealth Advisors
Texas
$548K 21,223 +840 +4%
BCI
41
Brinker Capital Investments
Pennsylvania
$530K 20,526 -30,915 -60%
EWA
42
EP Wealth Advisors
California
$475K 18,424 +18,424 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$468K 18,135 +4,282 +31%
ACI
44
Alpha Cubed Investments
California
$459K 17,790 – –
TWM
45
TriaGen Wealth Management
California
$459K 17,773 +17,773 New
GRP
46
Global Retirement Partners
California
$441K 18,067 +18,067 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$417K 16,172 +16,172 New
CAN
48
Cetera Advisor Networks
California
$401K 15,562 +55 +0.4%
MCM
49
Mattern Capital Management
Colorado
$401K 15,543 +5,173 +50%
JBA
50
Johnson Bixby & Associates
Washington
$388K 15,051 +82 +0.5%
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