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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

87 hedge funds and large institutions have $560M invested in Invesco California AMT-Free Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
33
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
1
Stratos Wealth Partners
Ohio
$34.3M
2
MMA
2
Miracle Mile Advisors
California
$39.7M
3
FFA
3
First Foundation Advisors
California
$41.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.9M
5
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$24.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$254K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
51
Sweeney & Michel
California
$446K +$446K +18,000 New
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$441K -$1.06M -42,442 -71%
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$439K +$60.8K +2,443 +16%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$416K -$3.48K -140 -0.8%
AAS
55
Avantax Advisory Services
Texas
$403K – – –
DWM
56
Destination Wealth Management
California
$376K +$376K +15,128 New
WA
57
Waddell & Associates
Tennessee
$351K – – –
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$330K – – –
HWAM
59
Hennion & Walsh Asset Management
New Jersey
$285K +$285K +11,466 New
LWP
60
Laurel Wealth Planning
Minnesota
$254K – – –
Jane Street
61
Jane Street
New York
$254K -$84.5M -3,397,194 -100%
SEP
62
Southland Equity Partners
Missouri
$247K +$247K +9,950 New
Corient Private Wealth
63
Corient Private Wealth
Florida
$242K – – –
ES
64
Eagle Strategies
New York
$239K +$239K +9,594 New
NW
65
NewEdge Wealth
Pennsylvania
$230K -$474K -19,371 -67%
BRWA
66
B. Riley Wealth Advisors
Florida
$226K +$5.63K +240 +3%
SB
67
Strategic Blueprint
Georgia
$210K +$210K +8,432 New
ZIM
68
Zacks Investment Management
Illinois
$210K +$210K +8,432 New
M
69
MYeCFO
California
$209K – – –
HWMC
70
Heritage Wealth Management (California)
California
$202K +$202K +8,118 New
AWE
71
Avidian Wealth Enterprises
Texas
$202K – – –
Comerica Bank
72
Comerica Bank
Texas
$166K +$64.5K +2,594 +64%
MM
73
Main Management
California
$137K -$8.81K -353 -6%
AIP
74
Ameritas Investment Partners
Nebraska
$91.6K -$4.2K -169 -4%
EWP
75
Elevation Wealth Partners
California
$72.8K – – –
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3
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