PWZ icon

Invesco California AMT-Free Municipal Bond ETF

38 hedge funds and large institutions have $144M invested in Invesco California AMT-Free Municipal Bond ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$101M 3,843,570 +780,972 +26%
LPL Financial
2
LPL Financial
California
$10.6M 402,648 +8,961 +2%
Bank of America
3
Bank of America
North Carolina
$9.56M 362,537 +91,425 +34%
Morgan Stanley
4
Morgan Stanley
New York
$2.92M 110,582 +8,759 +9%
UBS Group
5
UBS Group
Switzerland
$2.78M 105,337 -10,938 -9%
Wells Fargo
6
Wells Fargo
California
$2.01M 76,228 +10,523 +16%
GKWIM
7
Gerber Kawasaki Wealth & Investment Management
California
$1.71M 64,868 -335 -0.5%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$1.66M 62,905 -7,268 -10%
PNAA
9
Pictet North America Advisors
Switzerland
$877K 33,250 -66,100 -67%
BPC
10
Banque Pictet & Cie
Switzerland
$877K 33,250 -66,100 -67%
EWF
11
Epstein & White Financial
California
$783K 29,858 +29,858 New
HighTower Advisors
12
HighTower Advisors
Illinois
$764K 28,951 -754 -3%
Goldman Sachs
13
Goldman Sachs
New York
$710K 26,930 +26,930 New
DCM
14
Dimension Capital Management
Florida
$692K 26,232
PAS
15
Partnervest Advisory Services
California
$667K 25,271 -2,360 -9%
AA
16
Apriem Advisors
California
$636K 24,102 +1,918 +9%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$602K 22,835 +435 +2%
LNC
18
Lincoln National Corp
Pennsylvania
$576K 21,822 +11,310 +108%
Jane Street
19
Jane Street
New York
$497K 18,850 -50,921 -73%
BCI
20
Brinker Capital Investments
Pennsylvania
$478K 18,133 +2,766 +18%
Citigroup
21
Citigroup
New York
$367K 13,925 -3,785 -21%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$321K 12,166 +298 +3%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$235K 8,885 -240 -3%
GCA
24
Gradient Capital Advisors
California
$221K 8,384 +8,384 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$220K 8,347 -18,735 -69%