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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

76 hedge funds and large institutions have $525M invested in Invesco California AMT-Free Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
33
Reduced
17
Closed
6
Calls
$2K
Puts
$2K
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$321M
2
MMA
2
Miracle Mile Advisors
California
$16.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12.7M
4
FFA
4
First Foundation Advisors
California
$27.5M
5
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$17.9M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$7.74M
2
Jane Street
2
Jane Street
New York
$0
3
OPS
3
Orion Portfolio Solutions
Nebraska
$2.6M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$2.6M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$1.66M 70,570 +2,404 +4%
SI
27
SimpliFi Inc
California
$1.53M 64,991 +477 +0.7%
KeyBank National Association
28
KeyBank National Association
Ohio
$1.48M 62,874 -10,650 -14%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.38M 58,744 +58,744 New
MWM
30
McNaughton Wealth Management
California
$1.36M 57,981 -1,550 -3%
LPAM
31
Lodestar Private Asset Management
California
$1.12M 47,680 +3,115 +7%
OFG
32
Omega Financial Group
California
$919K 39,162 +287 +0.7%
Creative Planning
33
Creative Planning
Kansas
$803K 34,229 +23,716 +226%
HighTower Advisors
34
HighTower Advisors
Illinois
$703K 30,085 +30,085 New
NW
35
NewEdge Wealth
Pennsylvania
$676K 28,785 +28,785 New
WSWA
36
Warren Street Wealth Advisors
California
$621K 26,449 +26,449 New
DCM
37
Dimension Capital Management
Florida
$616K 26,232 +26,232 New
Fisher Asset Management
38
Fisher Asset Management
Washington
$610K 26,000 -391 -1%
MCM
39
Mattern Capital Management
Colorado
$564K 24,026 +3,951 +20%
Citadel Advisors
40
Citadel Advisors
Florida
$557K 23,747 +23,747 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$523K 22,299 +1,928 +9%
FWA
42
FOCUS Wealth Advisors
Texas
$498K 21,213 – –
GRP
43
Global Retirement Partners
California
$486K 21,050 +2,164 +11%
ACI
44
Alpha Cubed Investments
California
$418K 17,790 – –
MWM
45
Mission Wealth Management
California
$407K 17,334 +126 +0.7%
SM
46
Sweeney & Michel
California
$400K 17,000 +1,000 +6%
AAS
47
Avantax Advisory Services
Texas
$387K 16,483 -8,325 -34%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$351K 14,945 -104 -0.7%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$339K 14,426 +5,553 +63%
WA
50
Waddell & Associates
Tennessee
$332K 14,125 – –
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