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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

74 hedge funds and large institutions have $378M invested in Invesco California AMT-Free Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 15 closing their positions.

Holders
74
Holders Change
-6
Holders Change %
-7.5%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
29
Reduced
23
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$29.6M
2
BC
2
Brio Consultants
California
$17.6M
3
Wells Fargo
3
Wells Fargo
California
$12.6M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$9.12M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.37M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$210M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$8.52M
3
AF
3
Allworth Financial
California
$955K
4
Morgan Stanley
4
Morgan Stanley
New York
$9.42M
5
NA
5
NewEdge Advisors
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
26
Omega Financial Group
California
$997K +$997K +40,986 New
AF
27
Allworth Financial
California
$955K -$5.6M -230,443 -85%
RPCA
28
Running Point Capital Advisors
California
$932K -$75.5K -3,107 -7%
PFA
29
Pure Financial Advisors
California
$885K +$281K +11,555 +47%
BCPWM
30
Bradley & Co Private Wealth Management
Florida
$825K -$149K -6,124 -15%
BRWA
31
B. Riley Wealth Advisors
Florida
$684K +$119K +4,890 +21%
SI
32
SimpliFi Inc
California
$622K +$3.45K +142 +0.6%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$603K +$162K +6,649 +37%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$589K +$2.82K +116 +0.5%
JCA
35
January Capital Advisors
California
$556K – – –
LNC
36
Lincoln National Corp
Pennsylvania
$554K -$56.1K -2,307 -9%
FWA
37
FOCUS Wealth Advisors
Texas
$526K +$10.3K +425 +2%
DWM
38
Destination Wealth Management
California
$524K – – –
CCG
39
Capital CS Group
California
$485K +$485K +19,952 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$478K -$233K -9,569 -33%
AA
41
Apriem Advisors
California
$473K -$202K -8,300 -30%
BCM
42
Boltwood Capital Management
California
$468K +$468K +19,250 New
KCM
43
Karp Capital Management
California
$453K +$453K +18,643 New
ACI
44
Alpha Cubed Investments
California
$433K – – –
JBA
45
Johnson Bixby & Associates
Washington
$368K +$2.04K +84 +0.6%
Citadel Advisors
46
Citadel Advisors
Florida
$367K -$404K -16,590 -52%
WWA
47
WCG Wealth Advisors
Nevada
$363K +$363K +14,928 New
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$350K -$424K -17,451 -55%
Creative Planning
49
Creative Planning
Kansas
$343K -$381K -15,653 -53%
GRP
50
Global Retirement Partners
California
$337K -$102K -4,200 -23%
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