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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

69 hedge funds and large institutions have $348M invested in Invesco California AMT-Free Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
69
Holders Change
–
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.9M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$3.06M
3
SW
3
SteelPeak Wealth
California
$3.98M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$7.13M
5
CSIA
5
Charles Schwab Investment Advisory
California
$225M

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.8M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$12.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$225M 9,090,644 +59,235 +0.7%
Wells Fargo
2
Wells Fargo
California
$13.9M 561,254 +221,589 +65%
Bank of America
3
Bank of America
North Carolina
$12.9M 519,210 -31,518 -6%
Morgan Stanley
4
Morgan Stanley
New York
$12.1M 489,080 -20,541 -4%
Jane Street
5
Jane Street
New York
$8.8M 355,167 -1,058,439 -75%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$8.68M 350,493 -11,725 -3%
GKWIM
7
Gerber Kawasaki Wealth & Investment Management
California
$7.13M 287,657 +71,856 +33%
Mariner
8
Mariner
Kansas
$6.14M 247,698 -18,788 -7%
Ameriprise
9
Ameriprise
Minnesota
$4.86M 196,284 +56,160 +40%
LPL Financial
10
LPL Financial
California
$4.78M 192,863 +31,911 +20%
SW
11
SteelPeak Wealth
California
$3.98M 160,479 +83,348 +108%
FAT
12
First American Trust
California
$3.65M 147,516 +8,034 +6%
UBS Group
13
UBS Group
Switzerland
$3.2M 128,991 -2,560 -2%
BCI
14
Brinker Capital Investments
Pennsylvania
$3.06M 123,375 +41,754 +51%
OPS
15
Orion Portfolio Solutions
Nebraska
$3.06M 123,375 +88,360 +252%
WP
16
WealthSource Partners
California
$2.18M 87,950 +6,354 +8%
PFA
17
Pure Financial Advisors
California
$1.86M 75,248 +551 +0.7%
AF
18
Allworth Financial
California
$1.76M 70,943 +15,420 +28%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.72M 69,621 +16,573 +31%
KeyBank National Association
20
KeyBank National Association
Ohio
$1.7M 68,658 -1,866 -3%
MWM
21
McNaughton Wealth Management
California
$1.39M 56,071 +4,074 +8%
LPAM
22
Lodestar Private Asset Management
California
$1.11M 44,828 -1,174 -3%
OFG
23
Omega Financial Group
California
$1.04M 41,894 +293 +0.7%
SI
24
SimpliFi Inc
California
$956K 38,612 +38,612 New
WSWA
25
Warren Street Wealth Advisors
California
$707K 28,537 -1,289 -4%
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