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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

13 hedge funds and large institutions have $37.7M invested in Invesco California AMT-Free Municipal Bond ETF in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Avalon Capital Management
California
$2.53M
2
Wells Fargo
2
Wells Fargo
California
$17.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.61M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.38M
5
TFA
5
Transamerica Financial Advisors
Florida
$417K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.96M
2
CCM
2
Coe Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$17.1M 683,533 +54,660 +9%
Morgan Stanley
2
Morgan Stanley
New York
$8.61M 343,667 +34,651 +11%
UBS Group
3
UBS Group
Switzerland
$2.77M 110,663 +3,627 +3%
ACM
4
Avalon Capital Management
California
$2.53M 100,928 +55,364 +122%
Bank of America
5
Bank of America
North Carolina
$1.96M 78,141 -15,489 -17%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.38M 55,249 +34,413 +165%
LPL Financial
7
LPL Financial
California
$836K 33,317 +4,783 +17%
Citigroup
8
Citigroup
New York
$743K 29,674 +2,518 +9%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$624K 24,919 +13,576 +120%
TFA
10
Transamerica Financial Advisors
Florida
$417K 16,630 +16,630 New
AA
11
Apriem Advisors
California
$398K 15,893 +3,257 +26%
PAS
12
Partnervest Advisory Services
California
$228K 9,120 +9,120 New
AIG
13
American International Group
New York
$87.5K 3,493 +24 +0.7%
CCM
14
Coe Capital Management
Illinois
– – -7,800 Closed