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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

69 hedge funds and large institutions have $356M invested in Invesco California AMT-Free Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 14 closing their positions.

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
22
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$34.1M
2
Mariner
2
Mariner
Kansas
$6.43M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.3M
4
FTUS
4
Flow Traders U.S.
New York
$4.08M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.03M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$218M
2
Wells Fargo
2
Wells Fargo
California
$8.2M
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$5.21M
4
EWA
4
EP Wealth Advisors
California
$0
5
SWRP
5
Summit Wealth & Retirement Planning
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WSWA
26
Warren Street Wealth Advisors
California
$720K 29,826 +18,025 +153%
MMA
27
Miracle Mile Advisors
California
$669K 27,728 +27,728 New
BRWA
28
B. Riley Wealth Advisors
Florida
$651K 26,961 +66 +0.2%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$643K 26,631 +185 +0.7%
Fisher Asset Management
30
Fisher Asset Management
Washington
$628K 26,000 +26,000 New
AAS
31
Avantax Advisory Services
Texas
$572K 23,680 +730 +3%
FWA
32
FOCUS Wealth Advisors
Texas
$520K 21,523 – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$496K 20,548 +900 +5%
ACI
34
Alpha Cubed Investments
California
$429K 17,790 – –
MWM
35
Mission Wealth Management
California
$410K 16,967 +16,967 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$399K 16,531 -357 -2%
AA
37
Apriem Advisors
California
$385K 15,950 -2,700 -14%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$385K 15,973 -2,699 -14%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$372K 15,419 +2,697 +21%
JBA
40
Johnson Bixby & Associates
Washington
$371K 15,365 +111 +0.7%
MCM
41
Mattern Capital Management
Colorado
$365K 15,100 -1,581 -9%
WA
42
Waddell & Associates
Tennessee
$341K 14,125 +14,125 New
GRP
43
Global Retirement Partners
California
$335K 13,876 -509 -4%
BC
44
Brio Consultants
California
$332K 13,773 -16,433 -54%
CAN
45
Cetera Advisor Networks
California
$319K 13,226 +359 +3%
APP
46
Avantax Planning Partners
Iowa
$302K 12,493 +12,493 New
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$301K 12,452 +2,152 +21%
Kayne Anderson Rudnick Investment Management
48
Kayne Anderson Rudnick Investment Management
California
$298K 12,344 +12,344 New
Creative Planning
49
Creative Planning
Kansas
$254K 10,513 -344 -3%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$232K 9,601 +9,601 New
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