Invesco California AMT-Free Municipal Bond ETF
73 hedge funds and large institutions have $299M invested in Invesco California AMT-Free Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
1.47% more ownership
Funds ownership: 51.47% → 52.93% (+1.5%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
73
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$19.4M | |
| 2 | +$7.15M | |
| 3 | +$3.41M | |
| 4 |
MWM
McNaughton Wealth Management
San Diego,
California
|
+$1.85M |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$1.73M |
Top Sellers
| 1 | -$8.12M | |
| 2 | -$1.56M | |
| 3 | -$561K | |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$477K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$440K |