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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

69 hedge funds and large institutions have $348M invested in Invesco California AMT-Free Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
69
Holders Change
–
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.9M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$3.06M
3
SW
3
SteelPeak Wealth
California
$3.98M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$7.13M
5
CSIA
5
Charles Schwab Investment Advisory
California
$225M

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.8M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$12.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Apriem Advisors
California
$232K -$163K -6,600 -41%
CWS
52
Cypress Wealth Services
California
$211K +$1.46K +59 +0.7%
M
53
MYeCFO
California
$208K – – –
GCA
54
Gradient Capital Advisors
California
$203K +$203K +8,205 New
AIP
55
Ameritas Investment Partners
Nebraska
$191K -$4.83K -195 -2%
MM
56
Main Management
California
$183K – – –
US Bancorp
57
US Bancorp
Minnesota
$181K – – –
AAS
58
Ameritas Advisory Services
Nebraska
$180K +$180K +7,270 New
BBHC
59
Brown Brothers Harriman & Co
New York
$84.2K – – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$49.5K – – –
BA
61
Bristlecone Advisors
Washington
$49.1K +$49.1K +1,982 New
BCWM
62
Bartlett & Co Wealth Management
Ohio
$35.4K – – –
BC
63
Bartlett & Co
Ohio
$35K – – –
SAM
64
S.A. Mason
Michigan
$34.7K – – –
Citigroup
65
Citigroup
New York
$24.8K – – –
CCP
66
Carmel Capital Partners
California
$14.6K +$14.6K +590 New
TRCT
67
Tower Research Capital (TRC)
New York
$7K – – –
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$555 +$160 +6,467 +40%
HI
69
Harbour Investments
Wisconsin
$25 – – –
FTUS
70
Flow Traders U.S.
New York
– -$4.08M -169,083 Closed
Renaissance Technologies
71
Renaissance Technologies
New York
– -$3.03M -125,585 Closed
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
– -$301K -12,452 Closed
Kayne Anderson Rudnick Investment Management
73
Kayne Anderson Rudnick Investment Management
California
– -$298K -12,344 Closed
ES
74
Eagle Strategies
New York
– -$203K -8,408 Closed
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
– -$98.7K -4,089 Closed
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