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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

80 hedge funds and large institutions have $399M invested in Invesco California AMT-Free Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
29
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$265M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$15.8M
3
AF
3
Allworth Financial
California
$6.96M
4
Jane Street
4
Jane Street
New York
$8.72M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.4M

Top Sellers

1
BC
1
Brio Consultants
California
$6.43M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$599K
3
Wells Fargo
3
Wells Fargo
California
$3.16M
4
OMC
4
Old Mission Capital
Illinois
$0
5
BCI
5
Brinker Capital Investments
Pennsylvania
$530K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$265M 10,268,661 +3,932,976 +62%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$15.8M 612,734 +459,483 +300%
Morgan Stanley
3
Morgan Stanley
New York
$13.4M 519,658 +79,677 +18%
Bank of America
4
Bank of America
North Carolina
$13.1M 506,261 +42,952 +9%
Jane Street
5
Jane Street
New York
$8.72M 337,815 +81,580 +32%
AF
6
Allworth Financial
California
$6.96M 269,728 +269,573 +173,918%
BC
7
Brio Consultants
California
$6.43M 249,376 -227,731 -48%
GKWIM
8
Gerber Kawasaki Wealth & Investment Management
California
$6.15M 238,238 -6,837 -3%
LPL Financial
9
LPL Financial
California
$4.86M 188,209 -21,917 -10%
Ameriprise
10
Ameriprise
Minnesota
$4.57M 177,013 -8,154 -4%
MIAN
11
Mariner Independent Advisor Network
Kansas
$4.35M 168,384 +46,057 +38%
UBS Group
12
UBS Group
Switzerland
$4.23M 164,040 +50,694 +45%
SW
13
SteelPeak Wealth
California
$3.66M 141,989 -1,551 -1%
FAT
14
First American Trust
California
$3.54M 137,157 +7,074 +5%
Wells Fargo
15
Wells Fargo
California
$3.16M 122,363 -41,602 -25%
RMC
16
Regis Management Company
California
$2.58M 99,800 – –
SWRP
17
Summit Wealth & Retirement Planning
California
$2.16M 83,829 -7,653 -8%
Mariner
18
Mariner
Kansas
$1.96M 75,853 +16,263 +27%
KeyBank National Association
19
KeyBank National Association
Ohio
$1.8M 69,694 – –
MWM
20
McNaughton Wealth Management
California
$1.75M 67,678 +972 +1%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.1M 42,601 -2,180 -5%
NA
22
NewEdge Advisors
Louisiana
$1.1M 42,551 +16,935 +66%
RPCA
23
Running Point Capital Advisors
California
$1.07M 41,436 – –
BCPWM
24
Bradley & Co Private Wealth Management
Florida
$1.03M 40,056 +40,056 New
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$822K 31,849 +31,849 New
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