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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

53 hedge funds and large institutions have $318M invested in Invesco California AMT-Free Municipal Bond ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$74M
2
Jane Street
Jane Street
New York
+$40.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.11M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.27M
5
Bank of America
Bank of America
North Carolina
+$597K

Top Sellers

1
DADC
D.A. Davidson & Co
Montana
-$1.15M
2
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$659K
3
PWM
Paulson Wealth Management
Illinois
-$298K
4
Wells Fargo
Wells Fargo
California
-$233K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$213K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$217M +$74M +2,742,638 +52%
Jane Street
2
Jane Street
New York
$41.7M +$40.8M +1,513,998 +4,604%
Bank of America
3
Bank of America
North Carolina
$8.94M +$597K +22,144 +7%
Morgan Stanley
4
Morgan Stanley
New York
$7.82M +$291K +10,807 +4%
Ameriprise
5
Ameriprise
Minnesota
$3.84M -$171K -6,346 -4%
RMC
6
Regis Management Company
California
$3.48M – – –
MIAN
7
Mariner Independent Advisor Network
Kansas
$3.15M +$107K +4,116 +4%
UBS Group
8
UBS Group
Switzerland
$3.06M +$42.6K +1,580 +1%
GKWIM
9
Gerber Kawasaki Wealth & Investment Management
California
$2.64M +$115K +4,250 +5%
Citadel Advisors
10
Citadel Advisors
Florida
$2.11M +$2.11M +78,254 New
SWRP
11
Summit Wealth & Retirement Planning
California
$2.01M -$126K -4,689 -6%
LPL Financial
12
LPL Financial
California
$1.92M +$182K +6,750 +10%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$1.91M +$1.27M +46,981 +197%
Wells Fargo
14
Wells Fargo
California
$1.91M -$233K -8,634 -11%
SW
15
SteelPeak Wealth
California
$1.83M +$79.3K +2,938 +5%
CAN
16
Cetera Advisor Networks
California
$1.42M +$41.7K +1,547 +3%
FCA
17
FLC Capital Advisors
California
$1.37M – – –
MWM
18
McNaughton Wealth Management
California
$1.1M +$12.6K +468 +1%
KeyBank National Association
19
KeyBank National Association
Ohio
$894K +$67.5K +2,500 +8%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$847K -$17.5K -648 -2%
BCI
21
Brinker Capital Investments
Pennsylvania
$845K +$1.89K +70 +0.2%
DCM
22
Dimension Capital Management
Florida
$708K – – –
CCM
23
Coe Capital Management
Illinois
$621K – – –
LNC
24
Lincoln National Corp
Pennsylvania
$613K +$10K +371 +2%
PAS
25
Partnervest Advisory Services
California
$610K +$9.77K +362 +2%
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