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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

69 hedge funds and large institutions have $348M invested in Invesco California AMT-Free Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
69
Holders Change
–
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.9M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$3.06M
3
SW
3
SteelPeak Wealth
California
$3.98M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$7.13M
5
CSIA
5
Charles Schwab Investment Advisory
California
$225M

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.8M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$12.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
76
Money Concepts Capital
Florida
– -$69.5K -2,877 Closed
PTC
77
Private Trust Company
Ohio
– -$44K -1,824 Closed
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
– -$42K -1,753 Closed
RPCA
79
Running Point Capital Advisors
California
– -$3.26K -135 Closed
1 2 3
4