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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

54 hedge funds and large institutions have $204M invested in Invesco California AMT-Free Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SteelPeak Wealth
California
$1.78M
2
MWM
2
McNaughton Wealth Management
California
$1.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.63M
4
Bank of America
4
Bank of America
North Carolina
$8.45M
5
Jane Street
5
Jane Street
New York
$899K

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$145M
2
WP
2
WealthSource Partners
California
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$0
4
AA
4
Apriem Advisors
California
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$145M 5,317,011 -189,654 -3%
Bank of America
2
Bank of America
North Carolina
$8.45M 309,177 +28,211 +10%
Morgan Stanley
3
Morgan Stanley
New York
$7.63M 279,204 +37,919 +16%
Ameriprise
4
Ameriprise
Minnesota
$4.07M 148,841 +4,831 +3%
RMC
5
Regis Management Company
California
$3.53M 129,000 – –
MIAN
6
Mariner Independent Advisor Network
Kansas
$3.19M 116,678 +4,154 +4%
UBS Group
7
UBS Group
Switzerland
$3.06M 111,896 +3,791 +4%
GKWIM
8
Gerber Kawasaki Wealth & Investment Management
California
$2.56M 93,678 -1,017 -1%
Wells Fargo
9
Wells Fargo
California
$2.17M 79,411 +8,594 +12%
SWRP
10
Summit Wealth & Retirement Planning
California
$2.16M 79,082 -4,820 -6%
SW
11
SteelPeak Wealth
California
$1.78M 65,007 +65,007 New
LPL Financial
12
LPL Financial
California
$1.76M 64,397 +6,657 +12%
FCA
13
FLC Capital Advisors
California
$1.47M 53,770 – –
CAN
14
Cetera Advisor Networks
California
$1.4M 51,241 – –
DADC
15
D.A. Davidson & Co
Montana
$1.15M 42,132 – –
MWM
16
McNaughton Wealth Management
California
$1.1M 40,370 +40,370 New
Jane Street
17
Jane Street
New York
$899K 32,883 +12,966 +65%
MAFM
18
Mid Atlantic Financial Management
Pennsylvania
$891K 32,582 +207 +0.6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$876K 32,059 -2,122 -6%
BCI
20
Brinker Capital Investments
Pennsylvania
$854K 31,242 +11,878 +61%
KeyBank National Association
21
KeyBank National Association
Ohio
$837K 30,632 +2,015 +7%
DCM
22
Dimension Capital Management
Florida
$717K 26,232 – –
Fidelity Investments
23
Fidelity Investments
Massachusetts
$651K 23,827 +760 +3%
CCM
24
Coe Capital Management
Illinois
$629K 23,010 – –
LNC
25
Lincoln National Corp
Pennsylvania
$611K 22,340 +2,025 +10%
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