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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

89 hedge funds and large institutions have $628M invested in Invesco California AMT-Free Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
89
Holders Change
+13
Holders Change %
+17.11%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
27
Reduced
26
Closed
7
Calls
–
Puts
$25K
Net Calls
-$25K
Net Calls Change
-$25K

Top Buyers

1
Jane Street
1
Jane Street
New York
$85.1M
2
EWA
2
EP Wealth Advisors
California
$19.9M
3
Bank of America
3
Bank of America
North Carolina
$28.2M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$11.2M
5
Wells Fargo
5
Wells Fargo
California
$17.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$245M
2
BWM
2
Boyd Wealth Management
California
$397K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.64M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.49M
5
SW
5
SteelPeak Wealth
California
$2.17M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$501K 20,059 +5,970 +42%
FWA
52
FOCUS Wealth Advisors
Texas
$492K 19,704 -1,509 -7%
Creative Planning
53
Creative Planning
Kansas
$487K 19,489 -14,740 -43%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$449K 17,973 +5,864 +48%
ACI
55
Alpha Cubed Investments
California
$444K 17,790 – –
GRP
56
Global Retirement Partners
California
$442K 17,596 -3,454 -16%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$421K 16,872 +1,927 +13%
AAS
58
Avantax Advisory Services
Texas
$405K 16,217 -266 -2%
BWM
59
Boyd Wealth Management
California
$397K 15,895 -226,718 -93%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$380K 15,225 +799 +6%
Stifel Financial
61
Stifel Financial
Missouri
$367K 14,697 +2,758 +23%
WA
62
Waddell & Associates
Tennessee
$353K 14,125 – –
SIG
63
Spinnaker Investment Group
California
$337K 13,472 +13,472 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$331K 13,267 – –
Citadel Advisors
65
Citadel Advisors
Florida
$325K 13,025 -10,722 -45%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$271K 10,862 +10,862 New
LWP
67
Laurel Wealth Planning
Minnesota
$255K 10,224 +1,276 +14%
Corient Private Wealth
68
Corient Private Wealth
Florida
$243K 9,729 +9,729 New
BRWA
69
B. Riley Wealth Advisors
Florida
$235K 9,392 -240 -2%
M
70
MYeCFO
California
$210K 8,400 +8,400 New
AWE
71
Avidian Wealth Enterprises
Texas
$203K 8,113 +8,113 New
MM
72
Main Management
California
$146K 5,842 -155 -3%
US Bancorp
73
US Bancorp
Minnesota
$145K 5,805 -1,500 -21%
DWS
74
Dynamic Wealth Strategies
California
$117K 4,687 +4,687 New
DI
75
DAGCO Inc
Ohio
$117K 4,687 +4,687 New
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