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Invesco California AMT-Free Municipal Bond ETF

95 hedge funds and large institutions have $370M invested in Invesco California AMT-Free Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
35
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFS
26
Prospera Financial Services
Texas
$1.73M 68,971 +132 +0.2%
WN
27
Williams & Novak
California
$1.55M 62,000 -4,200 -6%
SI
28
SimpliFi Inc
California
$1.52M 60,706 +519 +0.9%
LPAM
29
Lodestar Private Asset Management
California
$1.46M 58,137 -6,826 -11%
PFA
30
Pure Financial Advisors
California
$1.44M 57,235 +12 +0%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.36M 54,074 -11,710 -18%
HighTower Advisors
32
HighTower Advisors
Illinois
$959K 38,129 +475 +1%
DWS
33
Dynamic Wealth Strategies
California
$893K 35,623 -2,418 -6%
FWA
34
FOCUS Wealth Advisors
Texas
$882K 35,165 +1 +0%
Wealthfront Advisers
35
Wealthfront Advisers
California
$866K 34,538 +536 +2%
GC
36
Guggenheim Capital
Illinois
$823K 32,824 +32,824 New
Jane Street
37
Jane Street
New York
$779K 31,061 -62,014 -67%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$744K 29,653 +8,399 +40%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$686K 27,342 -14,321 -34%
DAS
40
Diversify Advisory Services
Utah
$684K 27,704 +1 +0%
DCM
41
Dimension Capital Management
Florida
$658K 26,232
DWM
42
Destination Wealth Management
California
$655K 26,118 +500 +2%
Fisher Asset Management
43
Fisher Asset Management
Washington
$652K 26,000
APP
44
Avantax Planning Partners
Iowa
$637K 25,390
Cerity Partners
45
Cerity Partners
New York
$629K 25,082 -28,431 -53%
MCM
46
Mattern Capital Management
Colorado
$621K 24,763 +532 +2%
RSWM
47
Robertson Stephens Wealth Management
California
$598K 23,848 +23,848 New
OFG
48
Omega Financial Group
California
$568K 22,655 -2,907 -11%
CMBA
49
C.M. Bidwell & Associates
Hawaii
$555K 22,132 +1,539 +7%
SM
50
Sweeney & Michel
California
$552K 22,000 +4,000 +22%