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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

110 hedge funds and large institutions have $470M invested in Invesco California AMT-Free Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
110
Holders Change
+15
Holders Change %
+15.79%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
24
Increased
48
Reduced
17
Closed
7
Calls
$536K
Puts
$329K
Net Calls
+$207K
Net Calls Change
+$207K

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$30.9M
2
SC
2
Syon Capital
California
$26.9M
3
ALA
3
Atlas Legacy Advisors
California
$11.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$30.7M
5
Bank of America
5
Bank of America
North Carolina
$34.1M

Top Sellers

1
FFA
1
First Foundation Advisors
California
$33.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$10.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.65M
4
SW
4
SteelPeak Wealth
California
$2.14M
5
DAS
5
Diversify Advisory Services
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
26
Orion Portfolio Solutions
Nebraska
$2.36M 95,742 -2,280 -2%
BCI
27
Brinker Capital Investments
Pennsylvania
$2.36M 95,742 -2,280 -2%
MWM
28
McNaughton Wealth Management
California
$2.28M 92,164 +4,981 +6%
UBS Group
29
UBS Group
Switzerland
$2.24M 90,693 -5,127 -5%
SW
30
SteelPeak Wealth
California
$2.14M 86,803 -29,945 -26%
Cerity Partners
31
Cerity Partners
New York
$2M 81,135 +56,053 +223%
JSW
32
Journey Strategic Wealth
New Jersey
$1.88M 76,260 +4,788 +7%
PFS
33
Prospera Financial Services
Texas
$1.86M 75,464 +6,493 +9%
Wealthfront Advisers
34
Wealthfront Advisers
California
$1.82M 73,702 +39,164 +113%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.62M 65,761 +11,687 +22%
PFA
36
Pure Financial Advisors
California
$1.51M 61,223 +3,988 +7%
LPAM
37
Lodestar Private Asset Management
California
$1.5M 60,665 +2,528 +4%
SI
38
SimpliFi Inc
California
$1.43M 57,749 -2,957 -5%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.41M 56,902 +18,773 +49%
VWM
40
Verus Wealth Management
Wisconsin
$1.4M 56,522 +56,522 New
WN
41
Williams & Novak
California
$1.33M 53,700 -8,300 -13%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.25M 50,536 +23,194 +85%
GWS
43
Greykasell Wealth Strategies
California
$1.17M 47,245 +47,245 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.17M 47,221 +17,568 +59%
NAS
45
NWF Advisory Services
California
$1M 40,658 +40,658 New
NAL
46
Nautilus Advisors LLC
California
$912K 36,920 +36,920 New
DWS
47
Dynamic Wealth Strategies
California
$846K 34,269 -1,354 -4%
FWA
48
FOCUS Wealth Advisors
Texas
$823K 33,337 -1,828 -5%
DWM
49
Destination Wealth Management
California
$799K 32,359 +6,241 +24%
HWAM
50
Hennion & Walsh Asset Management
New Jersey
$694K 28,099 +6,891 +32%
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