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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

74 hedge funds and large institutions have $378M invested in Invesco California AMT-Free Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 15 closing their positions.

Holders
74
Holders Change
-6
Holders Change %
-7.5%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
29
Reduced
23
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$29.6M
2
BC
2
Brio Consultants
California
$17.6M
3
Wells Fargo
3
Wells Fargo
California
$12.6M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$9.12M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.37M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$210M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$8.52M
3
AF
3
Allworth Financial
California
$955K
4
Morgan Stanley
4
Morgan Stanley
New York
$9.42M
5
NA
5
NewEdge Advisors
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$319K -$59.6K -2,449 -16%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$309K +$32.1K +1,320 +12%
WSWA
53
Warren Street Wealth Advisors
California
$307K +$307K +12,603 New
CW
54
CreativeOne Wealth
Kansas
$279K -$3.11K -128 -1%
ES
55
Eagle Strategies
New York
$265K +$17K +701 +7%
Cerity Partners
56
Cerity Partners
New York
$263K +$263K +10,834 New
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$254K +$23.8K +981 +10%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$250K -$14.3K -590 -5%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$238K +$14.9K +612 +7%
DADC
60
D.A. Davidson & Co
Montana
$211K +$211K +8,661 New
CWS
61
Cypress Wealth Services
California
$203K +$1.14K +47 +0.6%
AIP
62
Ameritas Investment Partners
Nebraska
$201K -$2.79K -115 -1%
PCFFS
63
Pacific Center for Financial Services
California
$189K +$1.05K +43 +0.6%
MM
64
Main Management
California
$180K – – –
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$135K – – –
BBHC
66
Brown Brothers Harriman & Co
New York
$83K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$49K – – –
Citigroup
68
Citigroup
New York
$49K – – –
MCC
69
Money Concepts Capital
Florida
$46K -$23.7K -977 -34%
BC
70
Bartlett & Co
Ohio
$35K – – –
DWMG
71
DB Wealth Management Group
California
$35K +$195 +8 +0.6%
BCWM
72
Bartlett & Co Wealth Management
Ohio
$34.8K – – –
SAM
73
S.A. Mason
Michigan
$34K – – –
TRCT
74
Tower Research Capital (TRC)
New York
$7K – – –
IA
75
IFP Advisors
Florida
$1K -$1K – –
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3
4