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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

68 hedge funds and large institutions have $383M invested in Invesco California AMT-Free Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFA
1
First Foundation Advisors
California
$16M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$13.9M
3
BWM
3
Boyd Wealth Management
California
$5.46M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$7.81M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$7.81M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.07M
2
CSIA
2
Charles Schwab Investment Advisory
California
$223M
3
WSWA
3
Warren Street Wealth Advisors
California
$0
4
UBS Group
4
UBS Group
Switzerland
$2.48M
5
Wells Fargo
5
Wells Fargo
California
$13.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
76
Bristlecone Advisors
Washington
– – -1,982 Closed
CCP
77
Carmel Capital Partners
California
– – -590 Closed
HI
78
Harbour Investments
Wisconsin
– – -1 Closed
CFGS
79
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4