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Invesco California AMT-Free Municipal Bond ETF

74 hedge funds and large institutions have $378M invested in Invesco California AMT-Free Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 15 closing their positions.

Holders
74
Holders Change
-6
Holders Change %
-7.5%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
29
Reduced
23
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$210M 8,630,381 -1,638,280 -16%
Jane Street
2
Jane Street
New York
$29.6M 1,218,977 +881,162 +261%
BC
3
Brio Consultants
California
$17.6M 711,974 +462,598 +186%
Bank of America
4
Bank of America
North Carolina
$14.8M 610,048 +103,787 +21%
Wells Fargo
5
Wells Fargo
California
$12.6M 518,663 +396,300 +324%
Morgan Stanley
6
Morgan Stanley
New York
$9.42M 387,215 -132,443 -25%
GKWIM
7
Gerber Kawasaki Wealth & Investment Management
California
$9.12M 374,802 +136,564 +57%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$8.52M 350,478 -262,256 -43%
UBS Group
9
UBS Group
Switzerland
$6.88M 282,682 +118,642 +72%
LPL Financial
10
LPL Financial
California
$5.02M 206,367 +18,158 +10%
MIAN
11
Mariner Independent Advisor Network
Kansas
$4.41M 178,652 +10,268 +6%
Ameriprise
12
Ameriprise
Minnesota
$4.09M 166,470 -10,543 -6%
SW
13
SteelPeak Wealth
California
$3.54M 145,389 +3,400 +2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$3.37M 138,586 +122,414 +757%
FAT
15
First American Trust
California
$3.22M 132,497 -4,660 -3%
EWA
16
EP Wealth Advisors
California
$2.56M 105,152 +86,728 +471%
RMC
17
Regis Management Company
California
$2.43M 99,800
FTUS
18
Flow Traders U.S.
New York
$2.06M 84,712 +84,712 New
SWRP
19
Summit Wealth & Retirement Planning
California
$1.89M 77,712 -6,117 -7%
KeyBank National Association
20
KeyBank National Association
Ohio
$1.74M 71,706 +2,012 +3%
Mariner
21
Mariner
Kansas
$1.59M 65,386 -10,467 -14%
WP
22
WealthSource Partners
California
$1.47M 60,221 +32,561 +118%
Renaissance Technologies
23
Renaissance Technologies
New York
$1.26M 51,952 +37,652 +263%
MWM
24
McNaughton Wealth Management
California
$1.18M 48,680 -18,998 -28%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.15M 47,301 +4,700 +11%