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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

68 hedge funds and large institutions have $266M invested in Invesco California AMT-Free Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 13 closing their positions.

Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
30
Reduced
14
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$157M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$6.99M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$1.89M
4
FAT
4
First American Trust
California
$3.12M
5
MMA
5
Miracle Mile Advisors
California
$8.12M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$0
3
MWM
3
McNaughton Wealth Management
California
$0
4
OMC
4
Old Mission Capital
Illinois
$427K
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$157M 5,640,547 +298,742 +6%
Morgan Stanley
2
Morgan Stanley
New York
$12.4M 446,730 +62,507 +16%
Bank of America
3
Bank of America
North Carolina
$12.4M 446,141 +14,301 +3%
BC
4
Brio Consultants
California
$12.1M 437,093 +50,210 +13%
MMA
5
Miracle Mile Advisors
California
$8.12M 292,709 +63,904 +28%
GKWIM
6
Gerber Kawasaki Wealth & Investment Management
California
$6.99M 251,948 +251,948 New
Ameriprise
7
Ameriprise
Minnesota
$6.69M 240,991 -12,087 -5%
LPL Financial
8
LPL Financial
California
$5.97M 215,098 +15,145 +8%
Wells Fargo
9
Wells Fargo
California
$4.35M 156,825 +13,559 +9%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$4.19M 150,868 -2,395 -2%
SW
11
SteelPeak Wealth
California
$3.22M 116,086 +3,005 +3%
FAT
12
First American Trust
California
$3.12M 112,328 +66,795 +147%
UBS Group
13
UBS Group
Switzerland
$2.96M 106,543 -4,097 -4%
SWRP
14
Summit Wealth & Retirement Planning
California
$2.89M 104,247 +1,356 +1%
RMC
15
Regis Management Company
California
$2.77M 99,800 – –
KeyBank National Association
16
KeyBank National Association
Ohio
$1.91M 68,969 +10,481 +18%
BRWA
17
B. Riley Wealth Advisors
Florida
$1.89M 68,119 +68,119 New
BCI
18
Brinker Capital Investments
Pennsylvania
$1.34M 48,311 – –
RPCA
19
Running Point Capital Advisors
California
$1.26M 45,488 -700 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.08M 39,009 -1,160 -3%
AA
21
Apriem Advisors
California
$853K 30,750 +3,800 +14%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$781K 28,163 +1,439 +5%
LNC
23
Lincoln National Corp
Pennsylvania
$672K 24,223 +145 +0.6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$592K 21,336 -1,033 -5%
PAG
25
Private Advisor Group
New Jersey
$568K 20,474 +10,237 +100%
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