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Invesco California AMT-Free Municipal Bond ETF

69 hedge funds and large institutions have $260M invested in Invesco California AMT-Free Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
69
Holders Change
-1
Holders Change %
-1.43%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
34
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$157M 5,663,787 +407,812 +8%
Bank of America
2
Bank of America
North Carolina
$11.3M 407,728 +31,035 +8%
Morgan Stanley
3
Morgan Stanley
New York
$9.87M 356,834 -12,074 -3%
BC
4
Brio Consultants
California
$8.68M 313,538 +49,795 +19%
Ameriprise
5
Ameriprise
Minnesota
$7.05M 254,809 +6,398 +3%
GKWIM
6
Gerber Kawasaki Wealth & Investment Management
California
$5.65M 204,351 +24,016 +13%
MMA
7
Miracle Mile Advisors
California
$5.3M 191,428 +82,827 +76%
Jane Street
8
Jane Street
New York
$5.26M 190,058 -125,957 -40%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$4.06M 146,534 -4,079 -3%
Wells Fargo
10
Wells Fargo
California
$4.01M 144,777 +11,764 +9%
MIAN
11
Mariner Independent Advisor Network
Kansas
$3.94M 142,545 +6,228 +5%
LPL Financial
12
LPL Financial
California
$3.61M 130,423 +4,432 +4%
SW
13
SteelPeak Wealth
California
$3.12M 112,624 +1,482 +1%
SWRP
14
Summit Wealth & Retirement Planning
California
$2.91M 105,109 +226 +0.2%
RMC
15
Regis Management Company
California
$2.76M 99,800
UBS Group
16
UBS Group
Switzerland
$2.66M 96,055 +2,252 +2%
FTUS
17
Flow Traders U.S.
New York
$1.78M 64,431 +54,734 +564%
MWM
18
McNaughton Wealth Management
California
$1.63M 58,764 +4,380 +8%
KeyBank National Association
19
KeyBank National Association
Ohio
$1.61M 58,273 +7,355 +14%
BCI
20
Brinker Capital Investments
Pennsylvania
$1.34M 48,311 +31,626 +190%
RPCA
21
Running Point Capital Advisors
California
$1.32M 47,801
Osaic Holdings
22
Osaic Holdings
Arizona
$1.05M 37,816 +979 +3%
MAFM
23
Mid Atlantic Financial Management
Pennsylvania
$768K 27,762 +19,269 +227%
AA
24
Apriem Advisors
California
$737K 26,650 +1,000 +4%
DCM
25
Dimension Capital Management
Florida
$726K 26,232