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Invesco California AMT-Free Municipal Bond ETF

75 hedge funds and large institutions have $264M invested in Invesco California AMT-Free Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
27
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$150M 5,341,805 -321,982 -6%
Bank of America
2
Bank of America
North Carolina
$12.1M 431,840 +24,112 +6%
Jane Street
3
Jane Street
New York
$11M 391,617 +201,559 +106%
BC
4
Brio Consultants
California
$10.9M 386,883 +73,345 +23%
Morgan Stanley
5
Morgan Stanley
New York
$10.8M 384,223 +27,389 +8%
Ameriprise
6
Ameriprise
Minnesota
$7.11M 253,078 -1,731 -0.7%
MMA
7
Miracle Mile Advisors
California
$6.43M 228,805 +37,377 +20%
LPL Financial
8
LPL Financial
California
$5.62M 199,953 +69,530 +53%
MIAN
9
Mariner Independent Advisor Network
Kansas
$4.43M 157,534 +14,989 +11%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$4.31M 153,263 +6,729 +5%
Wells Fargo
11
Wells Fargo
California
$4.03M 143,266 -1,511 -1%
SW
12
SteelPeak Wealth
California
$3.18M 113,081 +457 +0.4%
UBS Group
13
UBS Group
Switzerland
$3.11M 110,640 +14,585 +15%
SWRP
14
Summit Wealth & Retirement Planning
California
$2.89M 102,891 -2,218 -2%
RMC
15
Regis Management Company
California
$2.81M 99,800
MWM
16
McNaughton Wealth Management
California
$1.89M 67,170 +8,406 +14%
KeyBank National Association
17
KeyBank National Association
Ohio
$1.64M 58,488 +215 +0.4%
OMC
18
Old Mission Capital
Illinois
$1.63M 57,950 +57,950 New
BCI
19
Brinker Capital Investments
Pennsylvania
$1.36M 48,311
RPCA
20
Running Point Capital Advisors
California
$1.3M 46,188 -1,613 -3%
FAT
21
First American Trust
California
$1.28M 45,533 +45,533 New
Osaic Holdings
22
Osaic Holdings
Arizona
$1.13M 40,169 +2,353 +6%
AA
23
Apriem Advisors
California
$758K 26,950 +300 +1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$751K 26,724 +12,228 +84%
DWM
25
Destination Wealth Management
California
$704K 25,056