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Invesco California AMT-Free Municipal Bond ETF

45 hedge funds and large institutions have $205M invested in Invesco California AMT-Free Municipal Bond ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
45
Holders Change
+8
Holders Change %
+21.62%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
9
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$162M 6,276,394 +3,265,330 +108%
Bank of America
2
Bank of America
North Carolina
$7.47M 289,674 -55,118 -16%
Jane Street
3
Jane Street
New York
$4.61M 178,516 -301,434 -63%
Morgan Stanley
4
Morgan Stanley
New York
$4M 155,195 +21,321 +16%
RMC
5
Regis Management Company
California
$3.33M 129,000 +129,000 New
FCA
6
FLC Capital Advisors
California
$3.03M 117,592 +117,592 New
UBS Group
7
UBS Group
Switzerland
$2.79M 108,040 +10,162 +10%
MIAN
8
Mariner Independent Advisor Network
Kansas
$2.61M 101,406 +101,406 New
MAFM
9
Mid Atlantic Financial Management
Pennsylvania
$1.89M 73,269 +73,269 New
GKWIM
10
Gerber Kawasaki Wealth & Investment Management
California
$1.88M 72,763 +22,370 +44%
Wells Fargo
11
Wells Fargo
California
$1.69M 65,572 -1,926 -3%
PNAA
12
Pictet North America Advisors
Switzerland
$1.12M 43,550
BPC
13
Banque Pictet & Cie
Switzerland
$1.12M 43,550
Ameriprise
14
Ameriprise
Minnesota
$830K 27,342 +27,342 New
BCI
15
Brinker Capital Investments
Pennsylvania
$817K 31,651 +4,628 +17%
PAS
16
Partnervest Advisory Services
California
$603K 23,401 +687 +3%
LPL Financial
17
LPL Financial
California
$488K 18,918 -182,115 -91%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$443K 17,174 +4,960 +41%
KeyBank National Association
19
KeyBank National Association
Ohio
$429K 16,637 +4,128 +33%
AG
20
Advisor Group
Arizona
$425K 16,451 +4,393 +36%
AA
21
Apriem Advisors
California
$418K 16,210 -2,596 -14%
HighTower Advisors
22
HighTower Advisors
Illinois
$414K 16,044 -318 -2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$357K 13,826 -1,597 -10%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$296K 11,484 -8,516 -43%
DC
25
DeDora Capital
California
$284K 10,995