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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

68 hedge funds and large institutions have $266M invested in Invesco California AMT-Free Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 13 closing their positions.

Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
30
Reduced
14
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$157M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$6.99M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$1.89M
4
FAT
4
First American Trust
California
$3.12M
5
MMA
5
Miracle Mile Advisors
California
$8.12M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$0
3
MWM
3
McNaughton Wealth Management
California
$0
4
OMC
4
Old Mission Capital
Illinois
$427K
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HAS
51
HBW Advisory Services
California
$221K 7,958 -43 -0.5%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$218K 7,857 +7,857 New
AIP
53
Ameritas Investment Partners
Nebraska
$212K 7,671 +118 +2%
EGA
54
Eagle Global Advisors
Texas
$208K 7,500 -2,500 -25%
MM
55
Main Management
California
$205K 7,400 – –
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$154K 5,543 – –
Citigroup
57
Citigroup
New York
$64K 2,300 -3,800 -62%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$63K 2,237 +237 +12%
BC
59
Bartlett & Co
Ohio
$40K 1,430 +180 +14%
BCWM
60
Bartlett & Co Wealth Management
Ohio
$39.7K 1,430 +180 +14%
SAM
61
S.A. Mason
Michigan
$39K 1,400 – –
DWMG
62
DB Wealth Management Group
California
$39K 1,413 +8 +0.6%
NFG
63
Next Financial Group
Texas
$22K 800 +600 +300%
PA
64
Parallel Advisors
California
$16K 567 – –
TRCT
65
Tower Research Capital (TRC)
New York
$8K 301 – –
AF
66
Allworth Financial
California
$4K 155 – –
BBHC
67
Brown Brothers Harriman & Co
New York
$94 3,400 – –
Jane Street
68
Jane Street
New York
– – -391,617 Closed
MIAN
69
Mariner Independent Advisor Network
Kansas
– – -157,534 Closed
MWM
70
McNaughton Wealth Management
California
– – -67,170 Closed
MAFM
71
Mid Atlantic Financial Management
Pennsylvania
– – -23,069 Closed
LWAC
72
Laurel Wealth Advisors (California)
California
– – -14,480 Closed
FLPIM
73
F.L. Putnam Investment Management
Massachusetts
– – -11,619 Closed
Citadel Advisors
74
Citadel Advisors
Florida
– – -10,419 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
– – -9,123 Closed
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