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Invesco California AMT-Free Municipal Bond ETF

34 hedge funds and large institutions have $144M invested in Invesco California AMT-Free Municipal Bond ETF in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$104M +$2.39M +92,402 +2%
Bank of America
2
Bank of America
North Carolina
$10.6M +$2.63M +101,529 +33%
LPL Financial
3
LPL Financial
California
$6.6M -$1.19M -46,019 -15%
Jane Street
4
Jane Street
New York
$6.02M -$590K -22,817 -9%
Morgan Stanley
5
Morgan Stanley
New York
$3.45M +$217K +8,391 +7%
UBS Group
6
UBS Group
Switzerland
$2.48M -$86.3K -3,336 -3%
Wells Fargo
7
Wells Fargo
California
$1.77M -$18.9K -732 -1%
GKWIM
8
Gerber Kawasaki Wealth & Investment Management
California
$1.33M -$42K -1,625 -3%
BPC
9
Banque Pictet & Cie
Switzerland
$888K +$28.4K +1,100 +3%
PNAA
10
Pictet North America Advisors
Switzerland
$888K +$28.4K +1,100 +3%
LNC
11
Lincoln National Corp
Pennsylvania
$812K -$67.8K -2,622 -8%
PAS
12
Partnervest Advisory Services
California
$605K -$50.1K -1,939 -8%
AA
13
Apriem Advisors
California
$587K -$50K -1,932 -8%
BCI
14
Brinker Capital Investments
Pennsylvania
$505K +$36K +1,390 +8%
EWF
15
Epstein & White Financial
California
$501K -$141K -5,458 -22%
HighTower Advisors
16
HighTower Advisors
Illinois
$407K -$277K -10,672 -40%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$403K +$1.99K +77 +0.5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$360K -$1.91M -73,887 -84%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$317K +$414 +16 +0.1%
AG
20
Advisor Group
Arizona
$291K -$25.5K -989 -8%
DC
21
DeDora Capital
California
$284K
Citigroup
22
Citigroup
New York
$251K -$51.6K -1,995 -17%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$221K
GCA
24
Gradient Capital Advisors
California
$217K
GRP
25
Global Retirement Partners
California
$189K