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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 $383M invested in Invesco California AMT-Free Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFA
1
First Foundation Advisors
California
$16M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$13.9M
3
BWM
3
Boyd Wealth Management
California
$5.46M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$7.81M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$7.81M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.07M
2
CSIA
2
Charles Schwab Investment Advisory
California
$223M
3
WSWA
3
Warren Street Wealth Advisors
California
$0
4
UBS Group
4
UBS Group
Switzerland
$2.48M
5
Wells Fargo
5
Wells Fargo
California
$13.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$223M 9,034,590 -56,054 -0.6%
FFA
2
First Foundation Advisors
California
$16M 650,204 +639,851 +6,180%
Bank of America
3
Bank of America
North Carolina
$14.1M 573,906 +54,696 +11%
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$13.9M 564,739 +277,082 +96%
Wells Fargo
5
Wells Fargo
California
$13.4M 543,310 -17,944 -3%
Morgan Stanley
6
Morgan Stanley
New York
$12.3M 498,741 +9,661 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$8.58M 348,200 -2,293 -0.7%
OPS
8
Orion Portfolio Solutions
Nebraska
$7.81M 202,431 +79,056 +64%
BCI
9
Brinker Capital Investments
Pennsylvania
$7.81M 202,431 +79,056 +64%
Mariner
10
Mariner
Kansas
$6.33M 256,887 +9,189 +4%
LPL Financial
11
LPL Financial
California
$5.5M 223,295 +30,432 +16%
BWM
12
Boyd Wealth Management
California
$5.46M 221,449 +221,449 New
Ameriprise
13
Ameriprise
Minnesota
$4.69M 190,200 -6,084 -3%
SW
14
SteelPeak Wealth
California
$4.05M 164,204 +3,725 +2%
FAT
15
First American Trust
California
$3.62M 146,883 -633 -0.4%
Jane Street
16
Jane Street
New York
$3.07M 124,692 -230,475 -65%
UBS Group
17
UBS Group
Switzerland
$2.48M 100,803 -28,188 -22%
WP
18
WealthSource Partners
California
$2.2M 89,293 +1,343 +2%
FTUS
19
Flow Traders U.S.
New York
$2.15M 87,052 +87,052 New
AF
20
Allworth Financial
California
$1.91M 77,550 +6,607 +9%
PFA
21
Pure Financial Advisors
California
$1.87M 75,705 +457 +0.6%
KeyBank National Association
22
KeyBank National Association
Ohio
$1.81M 73,524 +4,866 +7%
PFS
23
Prospera Financial Services
Texas
$1.68M 68,166 +68,166 New
SI
24
SimpliFi Inc
California
$1.59M 64,514 +25,902 +67%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.52M 61,554 -8,067 -12%
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