PWZ icon

Invesco California AMT-Free Municipal Bond ETF

95 hedge funds and large institutions have $370M invested in Invesco California AMT-Free Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
35
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WSWA
51
Warren Street Wealth Advisors
California
$542K 21,609 +21,609 New
MWM
52
Mission Wealth Management
California
$532K 21,224 -4 -0%
HWAM
53
Hennion & Walsh Asset Management
New Jersey
$532K 21,208 +3,136 +17%
GRP
54
Global Retirement Partners
California
$530K 21,119 +500 +2%
Creative Planning
55
Creative Planning
Kansas
$494K 19,712
TC
56
TownSquare Capital
Utah
$475K 18,931 +18,931 New
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$437K 17,406 -262 -1%
Stifel Financial
58
Stifel Financial
Missouri
$436K 17,388 -1,400 -7%
AAS
59
Avantax Advisory Services
Texas
$417K 16,617 +400 +2%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$410K 16,340 +725 +5%
NA
61
NewEdge Advisors
Louisiana
$404K 16,111 +16,111 New
RJFSA
62
Raymond James Financial Services Advisors
Florida
$378K 15,091 -203 -1%
WA
63
Waddell & Associates
Tennessee
$354K 14,125
Charles Schwab
64
Charles Schwab
California
$327K 13,027 -9,727,414 -100%
GI
65
GAMMA Investing
California
$269K 10,709 +10,709 New
SPIA
66
Steward Partners Investment Advisory
New York
$257K 10,250 +10,250 New
LWP
67
Laurel Wealth Planning
Minnesota
$250K 9,975
SEP
68
Southland Equity Partners
Missouri
$250K 9,950
WRPWM
69
Werba Rubin Papier Wealth Management
California
$246K 9,793 -11,844 -55%
Corient Private Wealth
70
Corient Private Wealth
Florida
$244K 9,729
AWM
71
Axxcess Wealth Management
California
$243K 9,700 -2,000 -17%
NW
72
NewEdge Wealth
Pennsylvania
$236K 9,414
HWMC
73
Heritage Wealth Management (California)
California
$211K 8,432 +160 +2%
M
74
MYeCFO
California
$211K 8,400
AAS
75
Ameritas Advisory Services
Nebraska
$206K 8,214 +8,214 New