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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

94 hedge funds and large institutions have $586M invested in Invesco California AMT-Free Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
28
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$240M
2
MMA
2
Miracle Mile Advisors
California
$52.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12M
4
BWM
4
Boyd Wealth Management
California
$4.87M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.6M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Wells Fargo
2
Wells Fargo
California
$6.61M
3
Bank of America
3
Bank of America
North Carolina
$21.4M
4
ACA
4
Affinity Capital Advisors
California
$0
5
FFA
5
First Foundation Advisors
California
$38.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$568K 23,036 -6,779 -23%
WRPWM
52
Werba Rubin Papier Wealth Management
California
$534K 21,637 +21,637 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$524K 21,254 -867 -4%
MWM
54
Mission Wealth Management
California
$524K 21,228 +21,228 New
GRP
55
Global Retirement Partners
California
$509K 20,619 +2,019 +11%
CMBA
56
C.M. Bidwell & Associates
Hawaii
$508K 20,593 +20,593 New
Creative Planning
57
Creative Planning
Kansas
$486K 19,712 – –
Stifel Financial
58
Stifel Financial
Missouri
$463K 18,788 -2,392 -11%
SM
59
Sweeney & Michel
California
$447K 18,000 – –
HWAM
60
Hennion & Walsh Asset Management
New Jersey
$446K 18,072 +6,606 +58%
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$436K 17,668 – –
AAS
62
Avantax Advisory Services
Texas
$400K 16,217 – –
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$385K 15,615 +2,348 +18%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$377K 15,294 -1,438 -9%
WA
65
Waddell & Associates
Tennessee
$348K 14,125 – –
AWM
66
Axxcess Wealth Management
California
$289K 11,700 -12,740 -52%
LWP
67
Laurel Wealth Planning
Minnesota
$246K 9,975 -249 -2%
SEP
68
Southland Equity Partners
Missouri
$245K 9,950 – –
Corient Private Wealth
69
Corient Private Wealth
Florida
$240K 9,729 – –
NW
70
NewEdge Wealth
Pennsylvania
$232K 9,414 – –
FTUS
71
Flow Traders U.S.
New York
$220K 8,918 -13,191 -60%
SB
72
Strategic Blueprint
Georgia
$208K 8,432 – –
M
73
MYeCFO
California
$207K 8,400 – –
HWMC
74
Heritage Wealth Management (California)
California
$204K 8,272 +154 +2%
AWE
75
Avidian Wealth Enterprises
Texas
$200K 8,113 – –
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