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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

94 hedge funds and large institutions have $586M invested in Invesco California AMT-Free Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
28
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$240M
2
MMA
2
Miracle Mile Advisors
California
$52.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12M
4
BWM
4
Boyd Wealth Management
California
$4.87M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.6M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Wells Fargo
2
Wells Fargo
California
$6.61M
3
Bank of America
3
Bank of America
North Carolina
$21.4M
4
ACA
4
Affinity Capital Advisors
California
$0
5
FFA
5
First Foundation Advisors
California
$38.4M
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
76
Farther Finance Advisors
California
$200K 8,100 +8,100 New
Comerica Bank
77
Comerica Bank
Texas
$165K 6,668 – –
MM
78
Main Management
California
$123K 4,991 -498 -9%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$99.7K 4,042 +4,042 New
Kayne Anderson Rudnick Investment Management
80
Kayne Anderson Rudnick Investment Management
California
$88.6K 3,587 +3,587 New
AIP
81
Ameritas Investment Partners
Nebraska
$88.3K 3,577 -105 -3%
EWP
82
Elevation Wealth Partners
California
$72.2K 2,927 – –
US Bancorp
83
US Bancorp
Minnesota
$50.7K 2,055 – –
LFG
84
Larson Financial Group
Missouri
$40.7K 1,650 +1,650 New
BCWM
85
Bartlett & Co Wealth Management
Ohio
$35.3K 1,430 – –
SAM
86
S.A. Mason
Michigan
$34.5K 1,400 – –
T
87
Tidemark
California
$20.6K 836 -313 -27%
VCM
88
Versant Capital Management
Arizona
$9.13K 370 – –
AAP
89
Arax Advisory Partners
Colorado
$8.36K 339 – –
TRCT
90
Tower Research Capital (TRC)
New York
$7.43K 301 – –
IA
91
IFP Advisors
Florida
$7.08K 287 – –
SFC
92
Strategic Financial Concepts
Texas
$2.94K 73,206 +73,206 New
AssetMark Inc
93
AssetMark Inc
California
$173 7 +7 New
SAM
94
Smartleaf Asset Management
Massachusetts
$24 1 – –
CSIA
95
Charles Schwab Investment Advisory
California
– – -9,504,808 Closed
ACA
96
Affinity Capital Advisors
California
– – -172,398 Closed
WSWA
97
Warren Street Wealth Advisors
California
– – -22,020 Closed
BRWA
98
B. Riley Wealth Advisors
Florida
– – -9,632 Closed
ES
99
Eagle Strategies
New York
– – -9,594 Closed
ZIM
100
Zacks Investment Management
Illinois
– – -8,432 Closed
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4
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