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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

70 hedge funds and large institutions have $246M invested in Invesco California AMT-Free Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$5.05M
2
Ameriprise
2
Ameriprise
Minnesota
$6.96M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.3M
4
Bank of America
4
Bank of America
North Carolina
$10.5M
5
RPCA
5
Running Point Capital Advisors
California
$1.34M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Jane Street
2
Jane Street
New York
$8.85M
3
CSIA
3
Charles Schwab Investment Advisory
California
$147M
4
JWCA
4
J.W. Cole Advisors
Florida
$0
5
FTUS
5
Flow Traders U.S.
New York
$272K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$147M 5,255,975 -106,382 -2%
Bank of America
2
Bank of America
North Carolina
$10.5M 376,693 +60,361 +19%
Morgan Stanley
3
Morgan Stanley
New York
$10.3M 368,908 +66,904 +22%
Jane Street
4
Jane Street
New York
$8.85M 316,015 -145,492 -32%
BC
5
Brio Consultants
California
$7.39M 263,743 +28,180 +12%
Ameriprise
6
Ameriprise
Minnesota
$6.96M 248,411 +101,624 +69%
GKWIM
7
Gerber Kawasaki Wealth & Investment Management
California
$5.05M 180,335 +180,335 New
Fidelity Investments
8
Fidelity Investments
Massachusetts
$4.22M 150,613 -15,002 -9%
MIAN
9
Mariner Independent Advisor Network
Kansas
$3.82M 136,317 +7,011 +5%
Wells Fargo
10
Wells Fargo
California
$3.72M 133,013 +20,139 +18%
LPL Financial
11
LPL Financial
California
$3.53M 125,991 -18,226 -13%
SW
12
SteelPeak Wealth
California
$3.11M 111,142 +620 +0.6%
MMA
13
Miracle Mile Advisors
California
$3.04M 108,601 +2,320 +2%
SWRP
14
Summit Wealth & Retirement Planning
California
$2.94M 104,883 +8,631 +9%
RMC
15
Regis Management Company
California
$2.79M 99,800 – –
UBS Group
16
UBS Group
Switzerland
$2.63M 93,803 -25,934 -22%
MWM
17
McNaughton Wealth Management
California
$1.52M 54,384 +9,777 +22%
KeyBank National Association
18
KeyBank National Association
Ohio
$1.43M 50,918 – –
RPCA
19
Running Point Capital Advisors
California
$1.34M 47,801 +47,801 New
Osaic Holdings
20
Osaic Holdings
Arizona
$1.03M 36,837 -6,201 -14%
BRWM
21
B. Riley Wealth Management
Tennessee
$894K 57,112 -1,396 -2%
DCM
22
Dimension Capital Management
Florida
$734K 26,232 – –
AA
23
Apriem Advisors
California
$718K 25,650 +5,250 +26%
LNC
24
Lincoln National Corp
Pennsylvania
$627K 22,388 +12 +0.1%
CAN
25
Cetera Advisor Networks
California
$602K 21,488 -31,657 -60%
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