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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

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.

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
27
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$177M
2
Jane Street
2
Jane Street
New York
$7.15M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$3.41M
4
MWM
4
McNaughton Wealth Management
California
$1.85M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$3.63M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$0
2
Ameriprise
2
Ameriprise
Minnesota
$5.17M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
GRP
4
Global Retirement Partners
California
$0
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$243K 8,709 +852 +11%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$234K 8,399 -1,955 -19%
CWS
53
Cypress Wealth Services
California
$231K 8,273 +46 +0.6%
GCA
54
Gradient Capital Advisors
California
$229K 8,205 -179 -2%
AIP
55
Ameritas Investment Partners
Nebraska
$228K 8,175 +504 +7%
RFA
56
Reilly Financial Advisors
California
$226K 8,116 – –
HAS
57
HBW Advisory Services
California
$223K 7,990 +32 +0.4%
PCFFS
58
Pacific Center for Financial Services
California
$215K 7,697 +7,697 New
MM
59
Main Management
California
$206K 7,400 – –
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$155K 5,543 – –
Citigroup
61
Citigroup
New York
$56K 2,000 -300 -13%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$56K 2,000 -237 -11%
FCMA
63
Foresight Capital Management Advisors
Michigan
$55K 1,969 +1,969 New
DWMG
64
DB Wealth Management Group
California
$40K 1,421 +8 +0.6%
SAM
65
S.A. Mason
Michigan
$39K 1,400 – –
NFG
66
Next Financial Group
Texas
$22K 800 – –
SCA
67
Snowden Capital Advisors
New York
$22K 795 +795 New
PA
68
Parallel Advisors
California
$16K 567 – –
TRCT
69
Tower Research Capital (TRC)
New York
$8K 301 – –
AF
70
Allworth Financial
California
$4K 155 – –
FFG
71
Ford Financial Group
California
$189 6,784 +6,784 New
BBHC
72
Brown Brothers Harriman & Co
New York
$95 3,400 – –
MMA
73
Miracle Mile Advisors
California
– – -292,709 Closed
FTUS
74
Flow Traders U.S.
New York
– – -20,205 Closed
GRP
75
Global Retirement Partners
California
– – -17,189 Closed
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