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Invesco California AMT-Free Municipal Bond ETF

69 hedge funds and large institutions have $356M invested in Invesco California AMT-Free Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 14 closing their positions.

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
22
Reduced
21
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWS
51
Cypress Wealth Services
California
$205K 8,477 +8,477 New
ES
52
Eagle Strategies
New York
$203K 8,408 +8,408 New
M
53
MYeCFO
California
$203K 8,400 +8,400 New
AIP
54
Ameritas Investment Partners
Nebraska
$191K 7,901 -380 -5%
MM
55
Main Management
California
$179K 7,400
US Bancorp
56
US Bancorp
Minnesota
$176K 7,305 +7,305 New
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$98.7K 4,089 +4,089 New
BBHC
58
Brown Brothers Harriman & Co
New York
$82.1K 3,400
MCC
59
Money Concepts Capital
Florida
$69.5K 2,877 +977 +51%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$48.3K 2,000
PTC
61
Private Trust Company
Ohio
$44K 1,824 +1,824 New
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$42K 1,753 -8,495 -83%
BC
63
Bartlett & Co
Ohio
$35K 1,430
BCWM
64
Bartlett & Co Wealth Management
Ohio
$34.5K 1,430
SAM
65
S.A. Mason
Michigan
$33.8K 1,400
Citigroup
66
Citigroup
New York
$24.1K 1,000 -1,000 -50%
TRCT
67
Tower Research Capital (TRC)
New York
$7K 301
RPCA
68
Running Point Capital Advisors
California
$3.26K 135 -22,670 -99%
HI
69
Harbour Investments
Wisconsin
$24 1 +1 New
EWA
70
EP Wealth Advisors
California
-146,399 Closed
SWRP
71
Summit Wealth & Retirement Planning
California
-63,819 Closed
Citadel Advisors
72
Citadel Advisors
Florida
-52,665 Closed
SI
73
SimpliFi Inc
California
-25,787 Closed
LNC
74
Lincoln National Corp
Pennsylvania
-22,809 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
-22,400 Closed