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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

68 hedge funds and large institutions have $383M invested in Invesco California AMT-Free Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFA
1
First Foundation Advisors
California
$16M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$13.9M
3
BWM
3
Boyd Wealth Management
California
$5.46M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$7.81M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$7.81M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.07M
2
CSIA
2
Charles Schwab Investment Advisory
California
$223M
3
WSWA
3
Warren Street Wealth Advisors
California
$0
4
UBS Group
4
UBS Group
Switzerland
$2.48M
5
Wells Fargo
5
Wells Fargo
California
$13.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$259K 10,513 – –
BRWA
52
B. Riley Wealth Advisors
Florida
$237K 9,600 -4,926 -34%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$233K 9,470 +7,470 +374%
LWP
54
Laurel Wealth Planning
Minnesota
$220K 8,948 +8,948 New
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$219K 8,873 +8,873 New
CWS
56
Cypress Wealth Services
California
$212K 8,597 +61 +0.7%
M
57
MYeCFO
California
$207K 8,400 – –
US Bancorp
58
US Bancorp
Minnesota
$180K 7,305 – –
MM
59
Main Management
California
$173K 7,038 -362 -5%
BBHC
60
Brown Brothers Harriman & Co
New York
$83.8K 3,400 – –
EWP
61
Elevation Wealth Partners
California
$72.1K 2,927 +2,927 New
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$65.5K 2,658 +2,658 New
BCWM
63
Bartlett & Co Wealth Management
Ohio
$35.2K 1,430 – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$35.1K 1,423 +1,423 New
BC
65
Bartlett & Co
Ohio
$35K 1,430 – –
SAM
66
S.A. Mason
Michigan
$34.7K 1,400 – –
Citigroup
67
Citigroup
New York
$24.6K 1,000 – –
TRCT
68
Tower Research Capital (TRC)
New York
$7.42K 301 – –
WSWA
69
Warren Street Wealth Advisors
California
– – -28,537 Closed
JBA
70
Johnson Bixby & Associates
Washington
– – -15,473 Closed
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
– – -13,503 Closed
Wealthfront Advisers
72
Wealthfront Advisers
California
– – -9,769 Closed
AA
73
Apriem Advisors
California
– – -9,350 Closed
GCA
74
Gradient Capital Advisors
California
– – -8,205 Closed
AAS
75
Ameritas Advisory Services
Nebraska
– – -7,270 Closed
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