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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

19 hedge funds and large institutions have $53.9M invested in Invesco California AMT-Free Municipal Bond ETF in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$4.84M
2
Wells Fargo
2
Wells Fargo
California
$30.9M
3
Bank of America
3
Bank of America
North Carolina
$4.04M
4
UBS Group
4
UBS Group
Switzerland
$4.2M
5
PAS
5
Partnervest Advisory Services
California
$841K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.42M
2
TFA
2
Transamerica Financial Advisors
Florida
$0
3
LPL Financial
3
LPL Financial
California
$1.46M
4
AIG
4
American International Group
New York
$0
5
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$392K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$30.9M 1,146,471 +76,419 +7%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.84M 179,274 +179,274 New
UBS Group
3
UBS Group
Switzerland
$4.2M 155,618 +29,701 +24%
Bank of America
4
Bank of America
North Carolina
$4.04M 149,845 +33,214 +28%
Morgan Stanley
5
Morgan Stanley
New York
$3.42M 126,962 -211,015 -62%
LPL Financial
6
LPL Financial
California
$1.46M 54,052 -15,613 -22%
Jane Street
7
Jane Street
New York
$1.1M 40,843 +1,784 +5%
Citigroup
8
Citigroup
New York
$975K 36,153 -683 -2%
PAS
9
Partnervest Advisory Services
California
$841K 31,174 +15,738 +102%
AA
10
Apriem Advisors
California
$435K 16,134 +280 +2%
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$392K 14,570 -700 -5%
HighTower Advisors
12
HighTower Advisors
Illinois
$300K 11,194 +11,194 New
RJA
13
Raymond James & Associates
Florida
$242K 8,958 +8,958 New
AG
14
Advisor Group
Arizona
$214K 7,995 +7,995 New
CCM
15
Coe Capital Management
Illinois
$210K 7,800 – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$206K 7,663 +2,283 +42%
Creative Planning
17
Creative Planning
Kansas
$54K 2,000 – –
IA
18
IFP Advisors
Florida
$52K 1,925 +1,925 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$27K 1,000 +1,000 New
TFA
20
Transamerica Financial Advisors
Florida
– – -20,061 Closed
AIG
21
American International Group
New York
– – -7,086 Closed