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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

15 hedge funds and large institutions have $49.4M invested in Invesco California AMT-Free Municipal Bond ETF in 2016 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
15
Holders Change
-3
Holders Change %
-16.67%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.02M
2
LPL Financial
2
LPL Financial
California
$1.83M
3
PAS
3
Partnervest Advisory Services
California
$404K
4
Bank of America
4
Bank of America
North Carolina
$3.05M
5
AA
5
Apriem Advisors
California
$415K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$28M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
TFA
3
Transamerica Financial Advisors
Florida
$526K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$141K
5
Morgan Stanley
5
Morgan Stanley
New York
$8.85M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$28M 1,070,052 -38,416 -3%
Morgan Stanley
2
Morgan Stanley
New York
$8.85M 337,977 -4,683 -1%
UBS Group
3
UBS Group
Switzerland
$3.3M 125,917 -3,005 -2%
Bank of America
4
Bank of America
North Carolina
$3.05M 116,631 +8,119 +7%
LPL Financial
5
LPL Financial
California
$1.83M 69,665 +18,671 +37%
Jane Street
6
Jane Street
New York
$1.02M 39,059 +29,186 +296%
Citigroup
7
Citigroup
New York
$964K 36,836 +1,018 +3%
TFA
8
Transamerica Financial Advisors
Florida
$526K 20,061 -8,524 -30%
AA
9
Apriem Advisors
California
$415K 15,854 +1,631 +11%
PAS
10
Partnervest Advisory Services
California
$404K 15,436 +15,436 New
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$399K 15,270 -480 -3%
CCM
12
Coe Capital Management
Illinois
$204K 7,800 – –
AIG
13
American International Group
New York
$185K 7,086 +522 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$141K 5,380 -4,782 -47%
Creative Planning
15
Creative Planning
Kansas
$52K 2,000 – –
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
– – -13,258 Closed
IA
17
IFP Advisors
Florida
– – -2,550 Closed
MFS
18
MSI Financial Services
Massachusetts
– – -1,200 Closed
TRCT
19
Tower Research Capital (TRC)
New York
– – -52 Closed