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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

73 hedge funds and large institutions have $299M invested in Invesco California AMT-Free Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
27
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$177M
2
Jane Street
2
Jane Street
New York
$7.15M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$3.41M
4
MWM
4
McNaughton Wealth Management
California
$1.85M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$3.63M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$0
2
Ameriprise
2
Ameriprise
Minnesota
$5.17M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
GRP
4
Global Retirement Partners
California
$0
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$177M 6,335,685 +695,138 +12%
BC
2
Brio Consultants
California
$13.3M 477,107 +40,014 +9%
Bank of America
3
Bank of America
North Carolina
$12.9M 463,309 +17,168 +4%
Morgan Stanley
4
Morgan Stanley
New York
$12.3M 439,981 -6,749 -2%
Jane Street
5
Jane Street
New York
$7.15M 256,235 +256,235 New
GKWIM
6
Gerber Kawasaki Wealth & Investment Management
California
$6.84M 245,075 -6,873 -3%
LPL Financial
7
LPL Financial
California
$5.86M 210,126 -4,972 -2%
Ameriprise
8
Ameriprise
Minnesota
$5.17M 185,167 -55,824 -23%
Wells Fargo
9
Wells Fargo
California
$4.57M 163,965 +7,140 +5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$4.28M 153,251 +2,383 +2%
SW
11
SteelPeak Wealth
California
$4.01M 143,540 +27,454 +24%
BRWA
12
B. Riley Wealth Advisors
Florida
$3.63M 130,176 +62,057 +91%
FAT
13
First American Trust
California
$3.63M 130,083 +17,755 +16%
MIAN
14
Mariner Independent Advisor Network
Kansas
$3.41M 122,327 +122,327 New
UBS Group
15
UBS Group
Switzerland
$3.16M 113,346 +6,803 +6%
RMC
16
Regis Management Company
California
$2.78M 99,800 – –
SWRP
17
Summit Wealth & Retirement Planning
California
$2.55M 91,482 -12,765 -12%
KeyBank National Association
18
KeyBank National Association
Ohio
$1.94M 69,694 +725 +1%
MWM
19
McNaughton Wealth Management
California
$1.85M 66,706 +66,706 New
Mariner
20
Mariner
Kansas
$1.66M 59,590 +59,590 New
BCI
21
Brinker Capital Investments
Pennsylvania
$1.44M 51,441 +3,130 +6%
SC
22
Seldon Capital
California
$1.26M 45,091 +45,091 New
Osaic Holdings
23
Osaic Holdings
Arizona
$1.25M 44,781 +5,772 +15%
RPCA
24
Running Point Capital Advisors
California
$1.16M 41,436 -4,052 -9%
Citadel Advisors
25
Citadel Advisors
Florida
$1.04M 37,220 +37,220 New
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