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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 $375M invested in Invesco California AMT-Free Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
68
Holders Change
-6
Holders Change %
-8.11%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
24
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$269M
2
Wells Fargo
2
Wells Fargo
California
$14.9M
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$11.4M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$1.87M
5
EWA
5
EP Wealth Advisors
California
$3.39M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
BC
2
Brio Consultants
California
$686K
3
UBS Group
3
UBS Group
Switzerland
$3.46M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$519K
5
RMC
5
Regis Management Company
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$613K +$38.5K +1,662 +7%
SI
27
SimpliFi Inc
California
$597K +$4.65K +201 +0.8%
AAS
28
Avantax Advisory Services
Texas
$532K +$532K +22,950 New
RPCA
29
Running Point Capital Advisors
California
$528K -$359K -15,524 -41%
LNC
30
Lincoln National Corp
Pennsylvania
$528K +$347 +15 +0.1%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$519K -$2.69M -116,186 -84%
DWM
32
Destination Wealth Management
California
$500K – – –
FWA
33
FOCUS Wealth Advisors
Texas
$499K -$2.9K -125 -0.6%
FTUS
34
Flow Traders U.S.
New York
$485K -$1.48M -63,771 -75%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$455K – – –
KCM
36
Karp Capital Management
California
$452K +$19.7K +850 +5%
WP
37
WealthSource Partners
California
$440K -$955K -41,228 -68%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$436K +$102K +4,410 +31%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$432K -$129K -5,559 -23%
AA
40
Apriem Advisors
California
$432K -$18.5K -800 -4%
ACI
41
Alpha Cubed Investments
California
$412K – – –
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$391K +$165K +7,114 +73%
MCM
43
Mattern Capital Management
Colorado
$386K +$386K +16,681 New
DADC
44
D.A. Davidson & Co
Montana
$371K +$170K +7,339 +85%
OPS
45
Orion Portfolio Solutions
Nebraska
$369K +$369K +15,932 New
JBA
46
Johnson Bixby & Associates
Washington
$353K +$2.75K +119 +0.8%
KW
47
KWB Wealth
California
$340K +$340K +14,671 New
GRP
48
Global Retirement Partners
California
$328K +$11.8K +518 +4%
CAN
49
Cetera Advisor Networks
California
$298K -$5.7K -246 -2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$295K +$70 +3 +0%
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