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Invesco California AMT-Free Municipal Bond ETF

60 hedge funds and large institutions have $249M invested in Invesco California AMT-Free Municipal Bond ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 1 closing their positions.

Holders
60
Holders Change
+7
Holders Change %
+13.21%
% 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
19
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$155M 5,666,351 -2,393,298 -30%
Jane Street
2
Jane Street
New York
$14.1M 516,105 -1,030,776 -67%
Citadel Advisors
3
Citadel Advisors
Florida
$13.5M 495,969 +417,715 +534%
Bank of America
4
Bank of America
North Carolina
$8.43M 308,923 -22,398 -7%
Morgan Stanley
5
Morgan Stanley
New York
$7.9M 289,409 -602 -0.2%
BC
6
Brio Consultants
California
$5.23M 191,460 +180,720 +1,683%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$4.08M 149,309 +78,501 +111%
GKWIM
8
Gerber Kawasaki Wealth & Investment Management
California
$4.07M 149,128 +51,200 +52%
Ameriprise
9
Ameriprise
Minnesota
$3.92M 143,591 +1,096 +0.8%
MIAN
10
Mariner Independent Advisor Network
Kansas
$3.4M 124,504 +3,710 +3%
UBS Group
11
UBS Group
Switzerland
$3.31M 121,445 +7,969 +7%
Wells Fargo
12
Wells Fargo
California
$3.01M 110,425 +39,648 +56%
SW
13
SteelPeak Wealth
California
$2.39M 87,459 +19,514 +29%
SWRP
14
Summit Wealth & Retirement Planning
California
$2.02M 73,900 -493 -0.7%
LPL Financial
15
LPL Financial
California
$2.01M 73,469 +2,322 +3%
CAN
16
Cetera Advisor Networks
California
$1.44M 52,882 +94 +0.2%
MWM
17
McNaughton Wealth Management
California
$1.2M 43,943 +3,105 +8%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.13M 41,370 +41,370 New
BCI
19
Brinker Capital Investments
Pennsylvania
$975K 35,711 +4,399 +14%
KeyBank National Association
20
KeyBank National Association
Ohio
$928K 34,012 +880 +3%
DCM
21
Dimension Capital Management
Florida
$716K 26,232
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$707K 25,901 -5,510 -18%
CCM
23
Coe Capital Management
Illinois
$628K 23,010
MMA
24
Miracle Mile Advisors
California
$612K 22,424 +22,424 New
LNC
25
Lincoln National Corp
Pennsylvania
$610K 22,365 -346 -2%