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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

94 hedge funds and large institutions have $586M invested in Invesco California AMT-Free Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
28
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$240M
2
MMA
2
Miracle Mile Advisors
California
$52.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12M
4
BWM
4
Boyd Wealth Management
California
$4.87M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.6M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Wells Fargo
2
Wells Fargo
California
$6.61M
3
Bank of America
3
Bank of America
North Carolina
$21.4M
4
ACA
4
Affinity Capital Advisors
California
$0
5
FFA
5
First Foundation Advisors
California
$38.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
26
McNaughton Wealth Management
California
$1.9M 76,906 +5,171 +7%
JSW
27
Journey Strategic Wealth
New Jersey
$1.75M 70,800 +3,475 +5%
PFS
28
Prospera Financial Services
Texas
$1.7M 68,839 +390 +0.6%
DAS
29
Dynamic Advisor Solutions
Arizona
$1.64M 66,297 -3,703 -5%
WN
30
Williams & Novak
California
$1.63M 66,200 +18,400 +38%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.62M 65,784 -215 -0.3%
LPAM
32
Lodestar Private Asset Management
California
$1.6M 64,963 +3,062 +5%
SI
33
SimpliFi Inc
California
$1.48M 60,187 +1,241 +2%
PFA
34
Pure Financial Advisors
California
$1.41M 57,223 -19,164 -25%
Cerity Partners
35
Cerity Partners
New York
$1.32M 53,513 +53,513 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$1.12M 45,323 +230 +0.5%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.03M 41,663 +18,135 +77%
DWS
38
Dynamic Wealth Strategies
California
$938K 38,041 -303 -0.8%
HighTower Advisors
39
HighTower Advisors
Illinois
$929K 37,654 +37,654 New
FWA
40
FOCUS Wealth Advisors
Texas
$867K 35,164 +125 +0.4%
Wealthfront Advisers
41
Wealthfront Advisers
California
$839K 34,002 -629 -2%
DAS
42
Diversify Advisory Services
Utah
$688K 27,703 +27,703 New
DCM
43
Dimension Capital Management
Florida
$647K 26,232 – –
Fisher Asset Management
44
Fisher Asset Management
Washington
$641K 26,000 – –
DWM
45
Destination Wealth Management
California
$632K 25,618 +10,490 +69%
OFG
46
Omega Financial Group
California
$631K 25,562 +1,180 +5%
APP
47
Avantax Planning Partners
Iowa
$626K 25,390 – –
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$608K 24,639 +6,920 +39%
MCM
49
Mattern Capital Management
Colorado
$598K 24,231 +1,029 +4%
SA
50
Sanctuary Advisors
Indiana
$591K 24,210 +24,210 New
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