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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 $375M invested in Invesco California AMT-Free Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
68
Holders Change
-6
Holders Change %
-8.11%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
24
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$269M
2
Wells Fargo
2
Wells Fargo
California
$14.9M
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$11.4M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$1.87M
5
EWA
5
EP Wealth Advisors
California
$3.39M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
BC
2
Brio Consultants
California
$686K
3
UBS Group
3
UBS Group
Switzerland
$3.46M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$519K
5
RMC
5
Regis Management Company
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$269M 11,630,805 +3,000,424 +35%
Wells Fargo
2
Wells Fargo
California
$14.9M 643,120 +124,457 +24%
Bank of America
3
Bank of America
North Carolina
$12M 516,088 -93,960 -15%
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$11.4M 490,445 +115,643 +31%
Morgan Stanley
5
Morgan Stanley
New York
$7.85M 338,682 -48,533 -13%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$6.57M 283,604 -66,874 -19%
MIAN
7
Mariner Independent Advisor Network
Kansas
$4.37M 188,372 +9,720 +5%
LPL Financial
8
LPL Financial
California
$4.24M 182,996 -23,371 -11%
Ameriprise
9
Ameriprise
Minnesota
$3.87M 166,487 +17 +0%
FAT
10
First American Trust
California
$3.56M 153,737 +21,240 +16%
UBS Group
11
UBS Group
Switzerland
$3.46M 149,160 -133,522 -47%
EWA
12
EP Wealth Advisors
California
$3.39M 146,399 +41,247 +39%
SW
13
SteelPeak Wealth
California
$2.64M 114,087 -31,302 -22%
BCI
14
Brinker Capital Investments
Pennsylvania
$1.87M 80,628 +80,628 New
KeyBank National Association
15
KeyBank National Association
Ohio
$1.66M 71,706 – –
AF
16
Allworth Financial
California
$1.53M 66,212 +26,927 +69%
SWRP
17
Summit Wealth & Retirement Planning
California
$1.48M 63,819 -13,893 -18%
Mariner
18
Mariner
Kansas
$1.43M 61,900 -3,486 -5%
Citadel Advisors
19
Citadel Advisors
Florida
$1.22M 52,665 +37,581 +249%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.07M 46,187 -1,114 -2%
MWM
21
McNaughton Wealth Management
California
$983K 42,411 -6,269 -13%
OFG
22
Omega Financial Group
California
$957K 41,301 +315 +0.8%
PFA
23
Pure Financial Advisors
California
$714K 30,833 -5,549 -15%
BC
24
Brio Consultants
California
$686K 30,206 -681,768 -96%
BRWA
25
B. Riley Wealth Advisors
Florida
$624K 26,895 -1,195 -4%
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