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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

76 hedge funds and large institutions have $525M invested in Invesco California AMT-Free Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
33
Reduced
17
Closed
6
Calls
$2K
Puts
$2K
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$321M
2
MMA
2
Miracle Mile Advisors
California
$16.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12.7M
4
FFA
4
First Foundation Advisors
California
$27.5M
5
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$17.9M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$7.74M
2
Jane Street
2
Jane Street
New York
$0
3
OPS
3
Orion Portfolio Solutions
Nebraska
$2.6M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$2.6M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$331K 14,089 +771 +6%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$311K 13,267 -1,520 -10%
APP
53
Avantax Planning Partners
Iowa
$288K 12,290 – –
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$284K 12,109 +17 +0.1%
Stifel Financial
55
Stifel Financial
Missouri
$280K 11,939 +11,939 New
WJWM
56
Williams Jones Wealth Management
New York
$248K 10,586 +10,586 New
DAS
57
Dynamic Advisor Solutions
Arizona
$242K 10,295 +10,295 New
BRWA
58
B. Riley Wealth Advisors
Florida
$226K 9,632 +32 +0.3%
LWP
59
Laurel Wealth Planning
Minnesota
$210K 8,948 – –
BC
60
Brio Consultants
California
$210K 8,928 -2,859 -24%
PIA
61
Perennial Investment Advisors
California
$207K 8,799 -1,950 -18%
CWS
62
Cypress Wealth Services
California
$203K 8,660 +63 +0.7%
US Bancorp
63
US Bancorp
Minnesota
$171K 7,305 – –
MM
64
Main Management
California
$141K 5,997 -1,041 -15%
Comerica Bank
65
Comerica Bank
Texas
$134K 5,714 +5,714 New
ME
66
McIlrath & Eck
Washington
$128K 5,454 +5,454 New
AIP
67
Ameritas Investment Partners
Nebraska
$109K 4,648 -6,208 -57%
EWP
68
Elevation Wealth Partners
California
$68.7K 2,927 – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$46.9K 2,000 -7,470 -79%
BC
70
Bartlett & Co
Ohio
$34K 1,430 – –
BCWM
71
Bartlett & Co Wealth Management
Ohio
$33.6K 1,430 – –
SAM
72
S.A. Mason
Michigan
$32.9K 1,400 – –
Citigroup
73
Citigroup
New York
$23.5K 1,000 – –
HGERS
74
Householder Group Estate & Retirement Specialist
Arizona
$15.6K 665 +665 New
TRCT
75
Tower Research Capital (TRC)
New York
$7.06K 301 – –
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