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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

38 hedge funds and large institutions have $150M invested in Invesco California AMT-Free Municipal Bond ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
–
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$6.08M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.71M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.04M
4
CSIA
Charles Schwab Investment Advisory
California
+$1.99M
5
Morgan Stanley
Morgan Stanley
New York
+$373K

Top Sellers

1
LPL Financial
LPL Financial
California
-$2.61M
2
Bank of America
Bank of America
North Carolina
-$1.37M
3
Goldman Sachs
Goldman Sachs
New York
-$710K
4
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$304K
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$213K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$101M +$1.99M +77,517 +2%
Bank of America
2
Bank of America
North Carolina
$7.93M -$1.37M -53,520 -15%
LPL Financial
3
LPL Financial
California
$7.73M -$2.61M -101,542 -25%
Jane Street
4
Jane Street
New York
$6.56M +$6.08M +236,658 +1,255%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.71M +$4.71M +183,297 New
Morgan Stanley
6
Morgan Stanley
New York
$3.21M +$373K +14,543 +13%
UBS Group
7
UBS Group
Switzerland
$2.55M -$153K -5,959 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.25M +$2.04M +79,441 +952%
Wells Fargo
9
Wells Fargo
California
$1.78M -$178K -6,951 -9%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$1.4M -$213K -8,277 -13%
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$1.36M -$304K -11,850 -18%
LNC
12
Lincoln National Corp
Pennsylvania
$873K +$313K +12,183 +56%
BPC
13
Banque Pictet & Cie
Switzerland
$854K – – –
PNAA
14
Pictet North America Advisors
Switzerland
$854K – – –
HighTower Advisors
15
HighTower Advisors
Illinois
$676K -$66.2K -2,584 -9%
DCM
16
Dimension Capital Management
Florida
$673K – – –
PAS
17
Partnervest Advisory Services
California
$651K +$1.88K +73 +0.3%
EWF
18
Epstein & White Financial
California
$639K -$127K -4,960 -17%
AA
19
Apriem Advisors
California
$632K +$13.3K +519 +2%
BCI
20
Brinker Capital Investments
Pennsylvania
$466K – – –
RJFSA
21
Raymond James Financial Services Advisors
Florida
$398K -$188K -7,326 -32%
Ameriprise
22
Ameriprise
Minnesota
$320K +$320K +13,110 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$315K +$2.16K +84 +0.7%
AG
24
Advisor Group
Arizona
$315K +$117K +4,545 +59%
VF
25
Virtu Financial
New York
$314K +$314K +12,229 New
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