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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

89 hedge funds and large institutions have $628M invested in Invesco California AMT-Free Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
89
Holders Change
+13
Holders Change %
+17.11%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
27
Reduced
26
Closed
7
Calls
–
Puts
$25K
Net Calls
-$25K
Net Calls Change
-$25K

Top Buyers

1
Jane Street
1
Jane Street
New York
$85.1M
2
EWA
2
EP Wealth Advisors
California
$19.9M
3
Bank of America
3
Bank of America
North Carolina
$28.2M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$11.2M
5
Wells Fargo
5
Wells Fargo
California
$17.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$245M
2
BWM
2
Boyd Wealth Management
California
$397K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.64M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.49M
5
SW
5
SteelPeak Wealth
California
$2.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$102K 4,074 -1,640 -29%
AIP
77
Ameritas Investment Partners
Nebraska
$96.2K 3,851 -797 -17%
EWP
78
Elevation Wealth Partners
California
$68.7K 2,927 – –
BC
79
Bartlett & Co
Ohio
$36K 1,430 – –
BCWM
80
Bartlett & Co Wealth Management
Ohio
$35.8K 1,430 – –
SAM
81
S.A. Mason
Michigan
$35K 1,400 – –
T
82
Tidemark
California
$28.7K 1,148 +1,148 New
Citigroup
83
Citigroup
New York
$25K 1,000 – –
HGERS
84
Householder Group Estate & Retirement Specialist
Arizona
$16K 665 – –
AAP
85
Arax Advisory Partners
Colorado
$8.47K 339 +339 New
TRCT
86
Tower Research Capital (TRC)
New York
$7.52K 301 – –
PS
87
Planned Solutions
California
$7.34K 294 +294 New
IA
88
IFP Advisors
Florida
$7.17K 287 – –
SAM
89
Smartleaf Asset Management
Massachusetts
$25 1 +1 New
MWM
90
Mission Wealth Management
California
– – -17,334 Closed
WJWM
91
Williams Jones Wealth Management
New York
– – -10,586 Closed
BC
92
Brio Consultants
California
– – -8,928 Closed
PIA
93
Perennial Investment Advisors
California
– – -8,799 Closed
CWS
94
Cypress Wealth Services
California
– – -8,660 Closed
ME
95
McIlrath & Eck
Washington
– – -5,454 Closed
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
– – -2,000 Closed
HNB
97
Huntington National Bank
Ohio
– – – –
CFGS
98
Concourse Financial Group Securities
Alabama
– – – –
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