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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

50 hedge funds and large institutions have $206M invested in Invesco California AMT-Free Municipal Bond ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIAN
1
Mariner Independent Advisor Network
Kansas
$2.82M
2
Bank of America
2
Bank of America
North Carolina
$6.5M
3
CAN
3
Cetera Advisor Networks
California
$1.38M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.1M
5
LPL Financial
5
LPL Financial
California
$1.39M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$153M
2
RMC
2
Regis Management Company
California
$3.47M
3
Ameriprise
3
Ameriprise
Minnesota
$3.73M
4
BPC
4
Banque Pictet & Cie
Switzerland
$0
5
PNAA
5
Pictet North America Advisors
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$153M 5,687,662 -253,177 -4%
Bank of America
2
Bank of America
North Carolina
$6.5M 241,985 +54,779 +29%
Morgan Stanley
3
Morgan Stanley
New York
$6.1M 227,108 +39,438 +21%
FCA
4
FLC Capital Advisors
California
$4.96M 184,017 +10,611 +6%
Jane Street
5
Jane Street
New York
$3.85M 143,341 -8,308 -5%
Ameriprise
6
Ameriprise
Minnesota
$3.73M 138,739 -114,324 -45%
RMC
7
Regis Management Company
California
$3.47M 129,000 -129,000 -50%
MIAN
8
Mariner Independent Advisor Network
Kansas
$2.82M 104,916 +104,916 New
UBS Group
9
UBS Group
Switzerland
$2.69M 100,030 -19,045 -16%
SWRP
10
Summit Wealth & Retirement Planning
California
$2.39M 89,048 -3,233 -4%
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$2.23M 83,055 +7,392 +10%
Wells Fargo
12
Wells Fargo
California
$2.08M 77,374 +1,521 +2%
LPL Financial
13
LPL Financial
California
$1.39M 51,602 +29,388 +132%
CAN
14
Cetera Advisor Networks
California
$1.38M 51,241 +51,241 New
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$682K 25,372 -1,055 -4%
HighTower Advisors
16
HighTower Advisors
Illinois
$682K 25,426 +6,765 +36%
KeyBank National Association
17
KeyBank National Association
Ohio
$626K 23,285 +7,445 +47%
CCM
18
Coe Capital Management
Illinois
$618K 23,010 -1,000 -4%
BCI
19
Brinker Capital Investments
Pennsylvania
$606K 22,541 -4,089 -15%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$605K 22,525 +5,335 +31%
PAS
21
Partnervest Advisory Services
California
$582K 21,679 +4,224 +24%
LNC
22
Lincoln National Corp
Pennsylvania
$553K 20,576 +20,576 New
AG
23
Advisor Group
Arizona
$511K 19,017 +5,029 +36%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$483K 17,979 +469 +3%
Citadel Advisors
25
Citadel Advisors
Florida
$472K 17,550 -14,865 -46%
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