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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

64 hedge funds and large institutions have $247M invested in Invesco California AMT-Free Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
26
Reduced
9
Closed
7
Calls
–
Puts
$222K
Net Calls
-$222K
Net Calls Change
-$222K

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$2.93M
2
LPL Financial
2
LPL Financial
California
$3.98M
3
BC
3
Brio Consultants
California
$6.5M
4
FTUS
4
Flow Traders U.S.
New York
$1.15M
5
JWCA
5
J.W. Cole Advisors
Florida
$1.08M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$148M
2
Citadel Advisors
2
Citadel Advisors
Florida
$7.73M
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$0
4
Jane Street
4
Jane Street
New York
$12.7M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$148M 5,362,357 -303,994 -5%
Jane Street
2
Jane Street
New York
$12.7M 461,507 -54,598 -11%
Bank of America
3
Bank of America
North Carolina
$8.73M 316,332 +7,409 +2%
Morgan Stanley
4
Morgan Stanley
New York
$8.34M 302,004 +12,595 +4%
Citadel Advisors
5
Citadel Advisors
Florida
$7.73M 279,829 -216,140 -44%
BC
6
Brio Consultants
California
$6.5M 235,563 +44,103 +23%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$4.57M 165,615 +16,306 +11%
Ameriprise
8
Ameriprise
Minnesota
$4.05M 146,787 +3,196 +2%
LPL Financial
9
LPL Financial
California
$3.98M 144,217 +70,748 +96%
MIAN
10
Mariner Independent Advisor Network
Kansas
$3.57M 129,306 +4,802 +4%
UBS Group
11
UBS Group
Switzerland
$3.31M 119,737 -1,708 -1%
Wells Fargo
12
Wells Fargo
California
$3.12M 112,874 +2,449 +2%
SW
13
SteelPeak Wealth
California
$3.05M 110,522 +23,063 +26%
MMA
14
Miracle Mile Advisors
California
$2.93M 106,281 +83,857 +374%
RMC
15
Regis Management Company
California
$2.76M 99,800 – –
SWRP
16
Summit Wealth & Retirement Planning
California
$2.66M 96,252 +22,352 +30%
CAN
17
Cetera Advisor Networks
California
$1.47M 53,145 +263 +0.5%
KeyBank National Association
18
KeyBank National Association
Ohio
$1.41M 50,918 +16,906 +50%
MWM
19
McNaughton Wealth Management
California
$1.23M 44,607 +664 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.19M 43,038 +22,529 +110%
FTUS
21
Flow Traders U.S.
New York
$1.15M 41,787 +41,787 New
JWCA
22
J.W. Cole Advisors
Florida
$1.08M 38,996 +38,996 New
BCI
23
Brinker Capital Investments
Pennsylvania
$986K 35,711 – –
BRWM
24
B. Riley Wealth Management
Tennessee
$885K 58,508 +58,508 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$778K 28,191 +2,290 +9%
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