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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 $383M invested in Invesco California AMT-Free Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFA
1
First Foundation Advisors
California
$16M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$13.9M
3
BWM
3
Boyd Wealth Management
California
$5.46M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$7.81M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$7.81M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.07M
2
CSIA
2
Charles Schwab Investment Advisory
California
$223M
3
WSWA
3
Warren Street Wealth Advisors
California
$0
4
UBS Group
4
UBS Group
Switzerland
$2.48M
5
Wells Fargo
5
Wells Fargo
California
$13.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
26
McNaughton Wealth Management
California
$1.47M 59,531 +3,460 +6%
ACA
27
Affinity Capital Advisors
California
$1.35M 54,604 +54,604 New
LPAM
28
Lodestar Private Asset Management
California
$1.1M 44,565 -263 -0.6%
OFG
29
Omega Financial Group
California
$958K 38,875 -3,019 -7%
Fisher Asset Management
30
Fisher Asset Management
Washington
$650K 26,391 +391 +2%
AAS
31
Avantax Advisory Services
Texas
$611K 24,808 -2,351 -9%
Cerity Partners
32
Cerity Partners
New York
$610K 24,752 +12,772 +107%
FWA
33
FOCUS Wealth Advisors
Texas
$523K 21,213 -110 -0.5%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$502K 20,371 – –
MCM
35
Mattern Capital Management
Colorado
$495K 20,075 +4,479 +29%
MMA
36
Miracle Mile Advisors
California
$476K 19,302 -9,173 -32%
GRP
37
Global Retirement Partners
California
$465K 18,886 +4,985 +36%
ACI
38
Alpha Cubed Investments
California
$438K 17,790 – –
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$426K 17,294 +3,373 +24%
MWM
40
Mission Wealth Management
California
$424K 17,208 +121 +0.7%
SM
41
Sweeney & Michel
California
$391K 16,000 – –
RJFSA
42
Raymond James Financial Services Advisors
Florida
$371K 15,049 -9,443 -39%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$364K 14,787 -200 -1%
WA
44
Waddell & Associates
Tennessee
$348K 14,125 – –
CAN
45
Cetera Advisor Networks
California
$328K 13,318 +59 +0.4%
APP
46
Avantax Planning Partners
Iowa
$303K 12,290 – –
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$298K 12,092 -10,348 -46%
BC
48
Brio Consultants
California
$290K 11,787 -1,998 -14%
AIP
49
Ameritas Investment Partners
Nebraska
$267K 10,856 +3,150 +41%
PIA
50
Perennial Investment Advisors
California
$265K 10,749 +50 +0.5%
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