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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

64 hedge funds and large institutions have $247M invested in Invesco California AMT-Free Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
26
Reduced
9
Closed
7
Calls
–
Puts
$222K
Net Calls
-$222K
Net Calls Change
-$222K

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$2.93M
2
LPL Financial
2
LPL Financial
California
$3.98M
3
BC
3
Brio Consultants
California
$6.5M
4
FTUS
4
Flow Traders U.S.
New York
$1.15M
5
JWCA
5
J.W. Cole Advisors
Florida
$1.08M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$148M
2
Citadel Advisors
2
Citadel Advisors
Florida
$7.73M
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$0
4
Jane Street
4
Jane Street
New York
$12.7M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
51
Ameritas Investment Partners
Nebraska
$191K +$30.5K +1,108 +19%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$174K +$52.6K +1,900 +43%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$153K +$15K +543 +11%
SAM
54
S.A. Mason
Michigan
$69K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$55K – – –
US Bancorp
56
US Bancorp
Minnesota
$42K -$12.7K -459 -23%
BWA
57
BDO Wealth Advisors
Florida
$35K – – –
BC
58
Bartlett & Co
Ohio
$35K +$35K +1,250 New
BCWM
59
Bartlett & Co Wealth Management
Ohio
$34.5K +$34.5K +1,250 New
PA
60
Parallel Advisors
California
$16K -$28 -1 -0.2%
KC
61
Knuff & Co
California
$8K – – –
TRCT
62
Tower Research Capital (TRC)
New York
$8K – – –
AF
63
Allworth Financial
California
$4K – – –
GKWIM
64
Gerber Kawasaki Wealth & Investment Management
California
– -$4.07M -149,128 Closed
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
– -$1.13M -41,370 Closed
ACA
66
Atlas Capital Advisors
Wyoming
– -$482K -17,679 Closed
CWS
67
Cypress Wealth Services
California
– -$218K -7,980 Closed
SEIA
68
Signature Estate & Investment Advisors
California
– -$212K -7,779 Closed
GI
69
Gradient Investments
Minnesota
– -$27K -1,000 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
– -$12K -451 Closed
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