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Invesco California AMT-Free Municipal Bond ETF

69 hedge funds and large institutions have $356M invested in Invesco California AMT-Free Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 14 closing their positions.

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
22
Reduced
21
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$218M 9,031,409 -2,599,396 -22%
Jane Street
2
Jane Street
New York
$34.1M 1,413,606 +1,413,606 New
Bank of America
3
Bank of America
North Carolina
$13.3M 550,728 +34,640 +7%
Morgan Stanley
4
Morgan Stanley
New York
$12.3M 509,621 +170,939 +50%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$8.74M 362,218 +78,614 +28%
Wells Fargo
6
Wells Fargo
California
$8.2M 339,665 -303,455 -47%
Mariner
7
Mariner
Kansas
$6.43M 266,486 +204,586 +331%
GKWIM
8
Gerber Kawasaki Wealth & Investment Management
California
$5.21M 215,801 -274,644 -56%
FTUS
9
Flow Traders U.S.
New York
$4.08M 169,083 +148,142 +707%
LPL Financial
10
LPL Financial
California
$3.89M 160,952 -22,044 -12%
Ameriprise
11
Ameriprise
Minnesota
$3.39M 140,124 -26,363 -16%
FAT
12
First American Trust
California
$3.37M 139,482 -14,255 -9%
UBS Group
13
UBS Group
Switzerland
$3.18M 131,551 -17,609 -12%
Renaissance Technologies
14
Renaissance Technologies
New York
$3.03M 125,585 +125,585 New
BCI
15
Brinker Capital Investments
Pennsylvania
$1.97M 81,621 +993 +1%
WP
16
WealthSource Partners
California
$1.97M 81,596 +62,603 +330%
SW
17
SteelPeak Wealth
California
$1.86M 77,131 -36,956 -32%
PFA
18
Pure Financial Advisors
California
$1.8M 74,697 +43,864 +142%
KeyBank National Association
19
KeyBank National Association
Ohio
$1.7M 70,524 -1,182 -2%
AF
20
Allworth Financial
California
$1.34M 55,523 -10,689 -16%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.28M 53,048 +6,861 +15%
MWM
22
McNaughton Wealth Management
California
$1.26M 51,997 +9,586 +23%
LPAM
23
Lodestar Private Asset Management
California
$1.11M 46,002 +46,002 New
OFG
24
Omega Financial Group
California
$1M 41,601 +300 +0.7%
OPS
25
Orion Portfolio Solutions
Nebraska
$845K 35,015 +19,083 +120%