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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

70 hedge funds and large institutions have $246M invested in Invesco California AMT-Free Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$5.05M
2
Ameriprise
2
Ameriprise
Minnesota
$6.96M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.3M
4
Bank of America
4
Bank of America
North Carolina
$10.5M
5
BC
5
Brio Consultants
California
$7.39M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Jane Street
2
Jane Street
New York
$8.85M
3
CSIA
3
Charles Schwab Investment Advisory
California
$147M
4
JWCA
4
J.W. Cole Advisors
Florida
$0
5
FTUS
5
Flow Traders U.S.
New York
$272K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
51
Mattern Capital Management
Colorado
$210K – – –
MM
52
Main Management
California
$207K – – –
Citigroup
53
Citigroup
New York
$204K +$4.47K +160 +2%
NFG
54
NewFocus Financial Group
Washington
$203K – – –
AIP
55
Ameritas Investment Partners
Nebraska
$194K +$697 +25 +0.4%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$155K – – –
SAM
57
S.A. Mason
Michigan
$130K +$60.1K +2,150 +86%
US Bancorp
58
US Bancorp
Minnesota
$110K +$67.6K +2,425 +160%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$56K – – –
DWMG
60
DB Wealth Management Group
California
$39K +$39K +1,389 New
BWA
61
BDO Wealth Advisors
Florida
$35K – – –
BC
62
Bartlett & Co
Ohio
$35K – – –
BCWM
63
Bartlett & Co Wealth Management
Ohio
$35K – – –
GAM
64
Gemmer Asset Management
California
$25K +$25K +883 New
PA
65
Parallel Advisors
California
$16K – – –
TRCT
66
Tower Research Capital (TRC)
New York
$8K – – –
KC
67
Knuff & Co
California
$8K – – –
AWG
68
Altus Wealth Group
Colorado
$5K +$5K +188 New
AF
69
Allworth Financial
California
$4K – – –
Citadel Advisors
70
Citadel Advisors
Florida
– -$7.73M -279,829 Closed
JWCA
71
J.W. Cole Advisors
Florida
– -$1.08M -38,996 Closed
CCM
72
Coe Capital Management
Illinois
– -$635K -23,010 Closed
CCFM
73
Clear Creek Financial Management
Washington
– -$634K -22,972 Closed
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