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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

110 hedge funds and large institutions have $470M invested in Invesco California AMT-Free Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
110
Holders Change
+15
Holders Change %
+15.79%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
24
Increased
48
Reduced
17
Closed
7
Calls
$536K
Puts
$329K
Net Calls
+$207K
Net Calls Change
+$207K

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$30.9M
2
SC
2
Syon Capital
California
$26.9M
3
ALA
3
Atlas Legacy Advisors
California
$11.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$30.7M
5
Bank of America
5
Bank of America
North Carolina
$34.1M

Top Sellers

1
FFA
1
First Foundation Advisors
California
$33.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$10.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.65M
4
SW
4
SteelPeak Wealth
California
$2.14M
5
DAS
5
Diversify Advisory Services
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WA
76
Waddell & Associates
Tennessee
$349K 14,125 – –
HF
77
HRT Financial
New York
$277K 11,250 +11,250 New
SPIA
78
Steward Partners Investment Advisory
New York
$257K 10,407 +157 +2%
CCWA
79
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$255K 10,326 +10,326 New
LWP
80
Laurel Wealth Planning
Minnesota
$254K 10,288 +313 +3%
TPWA
81
Twin Peaks Wealth Advisors
California
$250K 10,106 +10,106 New
RF
82
Rossby Financial
Florida
$247K 10,000 +10,000 New
SEP
83
Southland Equity Partners
Missouri
$246K 9,950 – –
Corient Private Wealth
84
Corient Private Wealth
Florida
$240K 9,729 – –
Jones Financial Companies
85
Jones Financial Companies
Missouri
$225K 9,110 +4,245 +87%
Charles Schwab
86
Charles Schwab
California
$218K 8,836 -4,191 -32%
HIF
87
Hill Island Financial
Michigan
$216K 8,759 +8,759 New
NW
88
NewEdge Wealth
Pennsylvania
$212K 8,564 -850 -9%
M
89
MYeCFO
California
$207K 8,400 – –
Comerica Bank
90
Comerica Bank
Texas
$207K 8,395 +2,027 +32%
SIG
91
Spinnaker Investment Group
California
$201K 8,151 +8,151 New
AWE
92
Avidian Wealth Enterprises
Texas
$200K 8,113 – –
FFA
93
Farther Finance Advisors
California
$200K 8,100 – –
MM
94
Main Management
California
$120K 4,871 – –
BA
95
Bristlecone Advisors
Washington
$101K 4,100 +1,000 +32%
AIP
96
Ameritas Investment Partners
Nebraska
$81.3K 3,291 -191 -5%
CFD
97
Creative Financial Designs
Indiana
$74.1K 3,000 +3,000 New
EWP
98
Elevation Wealth Partners
California
$73.3K 2,967 +23 +0.8%
LFG
99
Larson Financial Group
Missouri
$65.5K 2,650 – –
US Bancorp
100
US Bancorp
Minnesota
$50.8K 2,055 – –
1 2 3
4
5