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Invesco California AMT-Free Municipal Bond ETF

95 hedge funds and large institutions have $370M invested in Invesco California AMT-Free Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
35
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWE
76
Avidian Wealth Enterprises
Texas
$203K 8,113
FFA
77
Farther Finance Advisors
California
$203K 8,100
AFG
78
Atomi Financial Group
New York
$202K 8,054 +8,054 New
Comerica Bank
79
Comerica Bank
Texas
$160K 6,368 -300 -4%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$123K 4,865 +823 +20%
MM
81
Main Management
California
$122K 4,871 -120 -2%
AIP
82
Ameritas Investment Partners
Nebraska
$87.3K 3,482 -95 -3%
BA
83
Bristlecone Advisors
Washington
$77.7K 3,100 +3,100 New
EWP
84
Elevation Wealth Partners
California
$73.8K 2,944 +17 +0.6%
LFG
85
Larson Financial Group
Missouri
$66.5K 2,650 +1,000 +61%
US Bancorp
86
US Bancorp
Minnesota
$51.5K 2,055
BCWM
87
Bartlett & Co Wealth Management
Ohio
$35.9K 1,430
SAM
88
S.A. Mason
Michigan
$35.1K 1,400
T
89
Tidemark
California
$21K 836
VCM
90
Versant Capital Management
Arizona
$9.28K 370
AAP
91
Arax Advisory Partners
Colorado
$8.5K 339
TRCT
92
Tower Research Capital (TRC)
New York
$7.55K 301
IA
93
IFP Advisors
Florida
$7.2K 287
AssetMark Inc
94
AssetMark Inc
California
$176 7
SAM
95
Smartleaf Asset Management
Massachusetts
$25 1
BWM
96
Boyd Wealth Management
California
-197,318 Closed
SFC
97
Strategic Financial Concepts
Texas
-73,206 Closed
DAS
98
Dynamic Advisor Solutions
Arizona
-66,297 Closed
Bank of New York Mellon
99
Bank of New York Mellon
New York
-45,323 Closed
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
-24,639 Closed