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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 %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
– – -1,199 Closed
Citigroup
102
Citigroup
New York
– – -1,000 Closed
HGERS
103
Householder Group Estate & Retirement Specialist
Arizona
– – -665 Closed
CFGS
104
Concourse Financial Group Securities
Alabama
– – – –
1 2 3 4
5