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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

80 hedge funds and large institutions have $399M invested in Invesco California AMT-Free Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
29
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$265M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$15.8M
3
AF
3
Allworth Financial
California
$6.96M
4
Jane Street
4
Jane Street
New York
$8.72M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.4M

Top Sellers

1
BC
1
Brio Consultants
California
$6.43M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$599K
3
Wells Fargo
3
Wells Fargo
California
$3.16M
4
OMC
4
Old Mission Capital
Illinois
$0
5
BCI
5
Brinker Capital Investments
Pennsylvania
$530K
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
51
Renaissance Technologies
New York
$369K 14,300 +14,300 New
FCA
52
FLC Capital Advisors
California
$299K 11,604 -271 -2%
CW
53
CreativeOne Wealth
Kansas
$299K 11,603 +34 +0.3%
ACA
54
Atlas Capital Advisors
Wyoming
$295K 11,423 -4,500 -28%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$294K 11,399 +3,000 +36%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$281K 10,889 -357 -3%
PAG
57
Private Advisor Group
New Jersey
$264K 10,237 – –
ES
58
Eagle Strategies
New York
$263K 10,197 -25 -0.2%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$245K 9,500 – –
MWM
60
Mission Wealth Management
California
$241K 9,358 +9,358 New
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$236K 9,162 +453 +5%
NL
62
NWAM LLC
Washington
$232K 4,162 +4,162 New
WCP
63
Wick Capital Partners
Pennsylvania
$219K 8,500 +8,500 New
AIP
64
Ameritas Investment Partners
Nebraska
$216K 8,394 +219 +3%
CWS
65
Cypress Wealth Services
California
$215K 8,318 +45 +0.5%
GCA
66
Gradient Capital Advisors
California
$212K 8,205 – –
DY
67
Dowling & Yahnke
California
$206K 7,966 +7,966 New
PCFFS
68
Pacific Center for Financial Services
California
$199K 7,725 +28 +0.4%
MM
69
Main Management
California
$191K 7,400 – –
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$143K 5,543 – –
BBHC
71
Brown Brothers Harriman & Co
New York
$88K 3,400 – –
MCC
72
Money Concepts Capital
Florida
$74K 2,877 +2,877 New
Citigroup
73
Citigroup
New York
$52K 2,000 – –
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$52K 2,000 – –
DWMG
75
DB Wealth Management Group
California
$37K 1,429 +8 +0.6%
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