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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

75 hedge funds and large institutions have $264M invested in Invesco California AMT-Free Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
27
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$11M
2
BC
2
Brio Consultants
California
$10.9M
3
LPL Financial
3
LPL Financial
California
$5.62M
4
OMC
4
Old Mission Capital
Illinois
$1.63M
5
FAT
5
First American Trust
California
$1.28M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$150M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$0
3
FTUS
3
Flow Traders U.S.
New York
$338K
4
DCM
4
Dimension Capital Management
Florida
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWS
51
Cypress Wealth Services
California
$230K 8,181 +46 +0.6%
RFA
52
Reilly Financial Advisors
California
$228K 8,116 – –
HAS
53
HBW Advisory Services
California
$225K 8,001 -3,458 -30%
AIP
54
Ameritas Investment Partners
Nebraska
$212K 7,553 +509 +7%
MCM
55
Mattern Capital Management
Colorado
$211K 7,491 – –
MM
56
Main Management
California
$208K 7,400 – –
GRP
57
Global Retirement Partners
California
$191K 6,806 – –
FFG
58
Ford Financial Group
California
$188K 6,708 +6,708 New
Citigroup
59
Citigroup
New York
$171K 6,100 -200 -3%
SB
60
Strategic Blueprint
Georgia
$166K 5,918 +5,918 New
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$156K 5,543 – –
BCPWM
62
Bradley & Co Private Wealth Management
Florida
$93K 3,315 – –
US Bancorp
63
US Bancorp
Minnesota
$83K 2,944 -1,000 -25%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$56K 2,000 – –
DWMG
65
DB Wealth Management Group
California
$40K 1,405 +8 +0.6%
SAM
66
S.A. Mason
Michigan
$39K 1,400 – –
BCWM
67
Bartlett & Co Wealth Management
Ohio
$35.1K 1,250 – –
BC
68
Bartlett & Co
Ohio
$35K 1,250 – –
PA
69
Parallel Advisors
California
$16K 567 – –
CFD
70
Creative Financial Designs
Indiana
$10K 362 +362 New
TRCT
71
Tower Research Capital (TRC)
New York
$8K 301 – –
NFG
72
Next Financial Group
Texas
$6K 200 +200 New
AF
73
Allworth Financial
California
$4K 155 – –
BBHC
74
Brown Brothers Harriman & Co
New York
$96 3,400 – –
GKWIM
75
Gerber Kawasaki Wealth & Investment Management
California
– – -204,351 Closed
1 2
3
4