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Invesco California AMT-Free Municipal Bond ETF

76 hedge funds and large institutions have $525M invested in Invesco California AMT-Free Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
33
Reduced
17
Closed
6
Calls
$2K
Puts
$2K
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$321M 13,682,286 +4,647,696 +51%
FFA
2
First Foundation Advisors
California
$27.5M 1,171,080 +520,876 +80%
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$17.9M 764,168 +199,429 +35%
MMA
4
Miracle Mile Advisors
California
$16.7M 709,902 +690,600 +3,578%
Bank of America
5
Bank of America
North Carolina
$15.9M 678,865 +104,959 +18%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$12.7M 542,352 +539,694 +20,305%
Morgan Stanley
7
Morgan Stanley
New York
$11.4M 484,034 -14,707 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$8.82M 375,669 +27,469 +8%
Wells Fargo
9
Wells Fargo
California
$7.74M 329,776 -213,534 -39%
LPL Financial
10
LPL Financial
California
$6.9M 293,783 +70,488 +32%
Mariner
11
Mariner
Kansas
$6.24M 265,918 +9,031 +4%
BWM
12
Boyd Wealth Management
California
$5.69M 242,613 +21,164 +10%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.66M 198,382 +181,088 +1,047%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$4.6M 195,982 +195,982 New
Ameriprise
15
Ameriprise
Minnesota
$4.55M 193,909 +3,709 +2%
WP
16
WealthSource Partners
California
$3.85M 164,167 +74,874 +84%
ACA
17
Affinity Capital Advisors
California
$3.58M 152,530 +97,926 +179%
FAT
18
First American Trust
California
$3.54M 150,961 +4,078 +3%
SW
19
SteelPeak Wealth
California
$3.47M 147,918 -16,286 -10%
PFA
20
Pure Financial Advisors
California
$3.18M 135,467 +59,762 +79%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.63M 112,031 +50,477 +82%
BCI
22
Brinker Capital Investments
Pennsylvania
$2.6M 110,670 -91,761 -45%
OPS
23
Orion Portfolio Solutions
Nebraska
$2.6M 110,670 -91,761 -45%
AF
24
Allworth Financial
California
$2.08M 88,822 +11,272 +15%
UBS Group
25
UBS Group
Switzerland
$1.83M 77,872 -22,931 -23%