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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

24 hedge funds and large institutions have $104M invested in Invesco California AMT-Free Municipal Bond ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$41.4M
2
BPC
2
Banque Pictet & Cie
Switzerland
$2.45M
3
PNAA
3
Pictet North America Advisors
Switzerland
$2.45M
4
VKH
4
Virtu KCG Holdings
New York
$1.62M
5
UBS Group
5
UBS Group
Switzerland
$5.37M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.32M
2
Jane Street
2
Jane Street
New York
$375K
3
RJA
3
Raymond James & Associates
Florida
$0
4
LPL Financial
4
LPL Financial
California
$1.42M
5
IA
5
IFP Advisors
Florida
$46K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$41.4M 1,556,581 +1,556,581 New
Wells Fargo
2
Wells Fargo
California
$30.7M 1,155,316 +8,845 +0.8%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.88M 221,144 +41,870 +23%
UBS Group
4
UBS Group
Switzerland
$5.37M 202,105 +46,487 +30%
Bank of America
5
Bank of America
North Carolina
$5.21M 196,027 +46,182 +31%
BPC
6
Banque Pictet & Cie
Switzerland
$2.45M 92,225 +92,225 New
PNAA
7
Pictet North America Advisors
Switzerland
$2.45M 92,225 +92,225 New
Morgan Stanley
8
Morgan Stanley
New York
$2.32M 87,290 -39,672 -31%
VKH
9
Virtu KCG Holdings
New York
$1.62M 61,075 +61,075 New
LPL Financial
10
LPL Financial
California
$1.42M 53,466 -586 -1%
PAS
11
Partnervest Advisory Services
California
$1.14M 43,005 +11,831 +38%
Citigroup
12
Citigroup
New York
$979K 36,817 +664 +2%
AA
13
Apriem Advisors
California
$640K 24,062 +7,928 +49%
HighTower Advisors
14
HighTower Advisors
Illinois
$501K 18,804 +7,610 +68%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$481K 18,101 +18,101 New
GKWIM
16
Gerber Kawasaki Wealth & Investment Management
California
$480K 18,070 +3,500 +24%
Jane Street
17
Jane Street
New York
$375K 14,088 -26,755 -66%
AG
18
Advisor Group
Arizona
$272K 10,234 +2,239 +28%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$225K 8,479 +816 +11%
CCM
20
Coe Capital Management
Illinois
$207K 7,800 – –
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$206K 7,745 +7,745 New
Creative Planning
22
Creative Planning
Kansas
$53K 2,000 – –
IA
23
IFP Advisors
Florida
$46K 1,725 -200 -10%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$27K 1,000 – –
RJA
25
Raymond James & Associates
Florida
– – -8,958 Closed