PWZ icon

Invesco California AMT-Free Municipal Bond ETF

32 hedge funds and large institutions have $99.3M invested in Invesco California AMT-Free Municipal Bond ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
32
Holders Change
+8
Holders Change %
+33.33%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$24.9M 983,540 -573,041 -37%
Wells Fargo
2
Wells Fargo
California
$22.6M 890,304 -265,012 -23%
Bank of America
3
Bank of America
North Carolina
$11.4M 450,654 +254,627 +130%
LPL Financial
4
LPL Financial
California
$9.68M 381,100 +327,634 +613%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.35M 250,856 +29,712 +13%
UBS Group
6
UBS Group
Switzerland
$4.95M 195,246 -6,859 -3%
PNAA
7
Pictet North America Advisors
Switzerland
$2.62M 103,225 +11,000 +12%
BPC
8
Banque Pictet & Cie
Switzerland
$2.62M 103,225 +11,000 +12%
Morgan Stanley
9
Morgan Stanley
New York
$2.56M 100,966 +13,676 +16%
RMC
10
Regis Management Company
California
$2.13M 84,208 +84,208 New
HighTower Advisors
11
HighTower Advisors
Illinois
$1.7M 67,130 +48,326 +257%
PAS
12
Partnervest Advisory Services
California
$1.11M 43,836 +831 +2%
GKWIM
13
Gerber Kawasaki Wealth & Investment Management
California
$1.08M 42,678 +24,608 +136%
Citigroup
14
Citigroup
New York
$924K 36,472 -345 -0.9%
Jane Street
15
Jane Street
New York
$751K 29,639 +15,551 +110%
VKH
16
Virtu KCG Holdings
New York
$720K 28,441 -32,634 -53%
Citadel Advisors
17
Citadel Advisors
Florida
$616K 24,300 +24,300 New
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$467K 18,450 +18,450 New
AA
19
Apriem Advisors
California
$433K 17,084 -6,978 -29%
BCI
20
Brinker Capital Investments
Pennsylvania
$332K 13,088 +13,088 New
AG
21
Advisor Group
Arizona
$257K 10,161 -73 -0.7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$232K 9,165 +1,420 +18%
CG
23
Caprock Group
Idaho
$218K 8,593 +8,593 New
GRP
24
Global Retirement Partners
California
$192K 7,576 +7,576 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$155K 6,118 -2,361 -28%