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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

87 hedge funds and large institutions have $560M invested in Invesco California AMT-Free Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
33
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
1
Stratos Wealth Partners
Ohio
$34.3M
2
MMA
2
Miracle Mile Advisors
California
$39.7M
3
FFA
3
First Foundation Advisors
California
$41.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.9M
5
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$24.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$254K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSW
26
Journey Strategic Wealth
New Jersey
$1.67M +$721 +29 +0%
KeyBank National Association
27
KeyBank National Association
Ohio
$1.66M +$94.7K +3,809 +6%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.64M -$142K -5,699 -8%
LPAM
29
Lodestar Private Asset Management
California
$1.54M +$30.5K +1,228 +2%
SI
30
SimpliFi Inc
California
$1.47M -$150K -6,045 -9%
WN
31
Williams & Novak
California
$1.19M – – –
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.12M +$96.6K +3,884 +9%
DWS
33
Dynamic Wealth Strategies
California
$954K +$837K +33,657 +718%
FWA
34
FOCUS Wealth Advisors
Texas
$871K +$381K +15,335 +78%
Wealthfront Advisers
35
Wealthfront Advisers
California
$861K -$9.15K -368 -1%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$742K +$742K +29,815 New
DCM
37
Dimension Capital Management
Florida
$652K – – –
Fisher Asset Management
38
Fisher Asset Management
Washington
$647K – – –
APP
39
Avantax Planning Partners
Iowa
$631K -$33.7K -1,356 -5%
AWM
40
Axxcess Wealth Management
California
$608K +$608K +24,440 New
OFG
41
Omega Financial Group
California
$606K -$249K -10,030 -29%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$585K +$138K +5,555 +31%
MCM
43
Mattern Capital Management
Colorado
$577K +$11.5K +462 +2%
CAN
44
Cetera Advisor Networks
California
$564K +$65.1K +2,618 +13%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$550K +$29.7K +1,194 +6%
FTUS
46
Flow Traders U.S.
New York
$550K +$550K +22,109 New
WSWA
47
Warren Street Wealth Advisors
California
$548K -$46K -1,851 -8%
Stifel Financial
48
Stifel Financial
Missouri
$527K +$161K +6,483 +44%
Creative Planning
49
Creative Planning
Kansas
$490K +$5.55K +223 +1%
GRP
50
Global Retirement Partners
California
$463K +$25K +1,004 +6%
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