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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

34 hedge funds and large institutions have $124M invested in Invesco California AMT-Free Municipal Bond ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 0 closing their positions.

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
12
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$79.9M
2
Jane Street
2
Jane Street
New York
$1.82M
3
VF
3
Virtu Financial
New York
$940K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.66M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$1.83M

Top Sellers

1
Citigroup
1
Citigroup
New York
$462K
2
Wells Fargo
2
Wells Fargo
California
$1.71M
3
PAS
3
Partnervest Advisory Services
California
$721K
4
UBS Group
4
UBS Group
Switzerland
$3.03M
5
BPC
5
Banque Pictet & Cie
Switzerland
$2.59M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$79.9M 3,062,598 +927,577 +43%
LPL Financial
2
LPL Financial
California
$10.3M 393,687 -2,690 -0.7%
Bank of America
3
Bank of America
North Carolina
$7.07M 271,112 -436 -0.2%
UBS Group
4
UBS Group
Switzerland
$3.03M 116,275 -6,749 -5%
Morgan Stanley
5
Morgan Stanley
New York
$2.66M 101,823 +34,859 +52%
PNAA
6
Pictet North America Advisors
Switzerland
$2.59M 99,350 -3,775 -4%
BPC
7
Banque Pictet & Cie
Switzerland
$2.59M 99,350 -3,775 -4%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$1.83M 70,173 +25,359 +57%
Jane Street
9
Jane Street
New York
$1.82M 69,771 +49,590 +246%
Wells Fargo
10
Wells Fargo
California
$1.71M 65,705 -14,566 -18%
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$1.7M 65,203 +3,275 +5%
VF
12
Virtu Financial
New York
$940K 36,035 +36,035 New
HighTower Advisors
13
HighTower Advisors
Illinois
$774K 29,705 -1,797 -6%
PAS
14
Partnervest Advisory Services
California
$721K 27,631 -10,109 -27%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$707K 27,082 +19,905 +277%
DCM
16
Dimension Capital Management
Florida
$684K 26,232 – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$656K 25,158 +15,845 +170%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$584K 22,400 +14,366 +179%
AA
19
Apriem Advisors
California
$579K 22,184 +2,346 +12%
Citigroup
20
Citigroup
New York
$462K 17,710 -16,297 -48%
BCI
21
Brinker Capital Investments
Pennsylvania
$401K 15,367 -855 -5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$309K 11,868 -23 -0.2%
LNC
23
Lincoln National Corp
Pennsylvania
$274K 10,512 +10,512 New
NFG
24
NewFocus Financial Group
Washington
$264K 10,128 +10,128 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$238K 9,125 +6,496 +247%
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