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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

110 hedge funds and large institutions have $470M invested in Invesco California AMT-Free Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
110
Holders Change
+15
Holders Change %
+15.79%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
24
Increased
48
Reduced
17
Closed
7
Calls
$536K
Puts
$329K
Net Calls
+$207K
Net Calls Change
+$207K

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$30.9M
2
SC
2
Syon Capital
California
$26.9M
3
ALA
3
Atlas Legacy Advisors
California
$11.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$30.7M
5
Bank of America
5
Bank of America
North Carolina
$34.1M

Top Sellers

1
FFA
1
First Foundation Advisors
California
$33.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$10.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.65M
4
SW
4
SteelPeak Wealth
California
$2.14M
5
DAS
5
Diversify Advisory Services
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
51
Mattern Capital Management
Colorado
$682K 27,626 +2,863 +12%
GI
52
GAMMA Investing
California
$672K 27,193 +16,484 +154%
DCM
53
Dimension Capital Management
Florida
$648K 26,232 – –
Fisher Asset Management
54
Fisher Asset Management
Washington
$642K 26,000 – –
AFG
55
Atomi Financial Group
New York
$628K 25,440 +17,386 +216%
APP
56
Avantax Planning Partners
Iowa
$625K 25,306 -84 -0.3%
OFG
57
Omega Financial Group
California
$612K 24,777 +2,122 +9%
RSWM
58
Robertson Stephens Wealth Management
California
$589K 23,848 – –
CMBA
59
C.M. Bidwell & Associates
Hawaii
$547K 22,132 – –
OMC
60
Old Mission Capital
Illinois
$539K 21,831 +21,831 New
Creative Planning
61
Creative Planning
Kansas
$524K 21,200 +1,488 +8%
WSWA
62
Warren Street Wealth Advisors
California
$522K 21,135 -474 -2%
GRP
63
Global Retirement Partners
California
$522K 21,123 +4 +0%
Raymond James Financial
64
Raymond James Financial
Florida
$517K 20,938 +20,938 New
TC
65
TownSquare Capital
Utah
$513K 20,781 +1,850 +10%
PWM
66
Parkshore Wealth Management
California
$508K 20,570 +20,570 New
TF
67
TME Financial
California
$499K 19,913 +19,913 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$490K 19,843 +3,503 +21%
Citadel Advisors
69
Citadel Advisors
Florida
$478K 19,332 +19,332 New
Stifel Financial
70
Stifel Financial
Missouri
$445K 18,003 +615 +4%
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$432K 17,505 +99 +0.6%
AAS
72
Ameritas Advisory Services
Nebraska
$430K 17,404 +9,190 +112%
AAS
73
Avantax Advisory Services
Texas
$410K 16,617 – –
CC
74
Climber Capital
Switzerland
$405K 16,395 +16,395 New
NA
75
NewEdge Advisors
Louisiana
$398K 16,111 – –
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