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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

56 hedge funds and large institutions have $207M invested in Invesco California AMT-Free Municipal Bond ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
1
WealthSource Partners
California
$1.24M
2
DADC
2
D.A. Davidson & Co
Montana
$1.15M
3
Bank of America
3
Bank of America
North Carolina
$7.69M
4
DCM
4
Dimension Capital Management
Florida
$717K
5
AA
5
Apriem Advisors
California
$629K

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$151M
2
FCA
2
FLC Capital Advisors
California
$1.47M
3
Jane Street
3
Jane Street
New York
$545K
4
AWM
4
AE Wealth Management
Kansas
$0
5
Wells Fargo
5
Wells Fargo
California
$1.94M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$151M 5,506,665 -180,997 -3%
Bank of America
2
Bank of America
North Carolina
$7.69M 280,966 +38,981 +16%
Morgan Stanley
3
Morgan Stanley
New York
$6.6M 241,285 +14,177 +6%
Ameriprise
4
Ameriprise
Minnesota
$3.94M 144,010 +5,271 +4%
RMC
5
Regis Management Company
California
$3.53M 129,000 – –
MIAN
6
Mariner Independent Advisor Network
Kansas
$3.08M 112,524 +7,608 +7%
UBS Group
7
UBS Group
Switzerland
$2.96M 108,105 +8,075 +8%
GKWIM
8
Gerber Kawasaki Wealth & Investment Management
California
$2.59M 94,695 +11,640 +14%
SWRP
9
Summit Wealth & Retirement Planning
California
$2.3M 83,902 -5,146 -6%
Wells Fargo
10
Wells Fargo
California
$1.94M 70,817 -6,557 -8%
LPL Financial
11
LPL Financial
California
$1.58M 57,740 +6,138 +12%
FCA
12
FLC Capital Advisors
California
$1.47M 53,770 -130,247 -71%
CAN
13
Cetera Advisor Networks
California
$1.4M 51,241 – –
WP
14
WealthSource Partners
California
$1.24M 45,153 +45,153 New
HighTower Advisors
15
HighTower Advisors
Illinois
$1.16M 42,275 +16,849 +66%
DADC
16
D.A. Davidson & Co
Montana
$1.15M 42,132 +42,132 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$935K 34,181 +11,656 +52%
MAFM
18
Mid Atlantic Financial Management
Pennsylvania
$885K 32,375 +7,003 +28%
KeyBank National Association
19
KeyBank National Association
Ohio
$783K 28,617 +5,332 +23%
DCM
20
Dimension Capital Management
Florida
$717K 26,232 +26,232 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$631K 23,067 +5,088 +28%
CCM
22
Coe Capital Management
Illinois
$629K 23,010 – –
AA
23
Apriem Advisors
California
$629K 22,984 +22,984 New
PAS
24
Partnervest Advisory Services
California
$603K 22,065 +386 +2%
Citadel Advisors
25
Citadel Advisors
Florida
$599K 21,909 +4,359 +25%
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