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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

87 hedge funds and large institutions have $560M invested in Invesco California AMT-Free Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
33
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
1
Stratos Wealth Partners
Ohio
$34.3M
2
MMA
2
Miracle Mile Advisors
California
$39.7M
3
FFA
3
First Foundation Advisors
California
$41.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.9M
5
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$24.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$254K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$51.1K -$93.3K -3,750 -65%
BCWM
77
Bartlett & Co Wealth Management
Ohio
$35.6K – – –
SAM
78
S.A. Mason
Michigan
$34.8K – – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$29.8K +$29.8K +1,199 New
T
80
Tidemark
California
$28.6K +$25 +1 +0.1%
Citigroup
81
Citigroup
New York
$24.9K – – –
HGERS
82
Householder Group Estate & Retirement Specialist
Arizona
$16.5K – – –
VCM
83
Versant Capital Management
Arizona
$9.2K +$9.2K +370 New
AAP
84
Arax Advisory Partners
Colorado
$8.43K – – –
TRCT
85
Tower Research Capital (TRC)
New York
$7.49K – – –
IA
86
IFP Advisors
Florida
$7.14K – – –
SAM
87
Smartleaf Asset Management
Massachusetts
$24 – – –
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
– -$11.2M -447,310 Closed
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
– -$11M -438,994 Closed
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
– -$9.64M -385,857 Closed
Renaissance Technologies
91
Renaissance Technologies
New York
– -$4.76M -190,611 Closed
Cerity Partners
92
Cerity Partners
New York
– -$752K -30,112 Closed
HighTower Advisors
93
HighTower Advisors
Illinois
– -$558K -22,410 Closed
ACI
94
Alpha Cubed Investments
California
– -$444K -17,790 Closed
BWM
95
Boyd Wealth Management
California
– -$397K -15,895 Closed
SIG
96
Spinnaker Investment Group
California
– -$337K -13,472 Closed
Citadel Advisors
97
Citadel Advisors
Florida
– -$325K -13,025 Closed
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
– -$271K -10,862 Closed
DI
99
DAGCO Inc
Ohio
– -$117K -4,687 Closed
PS
100
Planned Solutions
California
– -$7.34K -294 Closed
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