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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

89 hedge funds and large institutions have $628M invested in Invesco California AMT-Free Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
89
Holders Change
+13
Holders Change %
+17.11%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
27
Reduced
26
Closed
7
Calls
–
Puts
$25K
Net Calls
-$25K
Net Calls Change
-$25K

Top Buyers

1
Jane Street
1
Jane Street
New York
$85.1M
2
EWA
2
EP Wealth Advisors
California
$19.9M
3
Bank of America
3
Bank of America
North Carolina
$28.2M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$11.2M
5
Wells Fargo
5
Wells Fargo
California
$17.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$245M
2
BWM
2
Boyd Wealth Management
California
$397K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.64M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.49M
5
SW
5
SteelPeak Wealth
California
$2.17M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$245M 9,818,357 -3,863,929 -28%
Jane Street
2
Jane Street
New York
$85.1M 3,407,395 +3,407,395 New
FFA
3
First Foundation Advisors
California
$30.3M 1,211,962 +40,882 +3%
Bank of America
4
Bank of America
North Carolina
$28.2M 1,128,578 +449,713 +66%
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$21.6M 863,176 +99,008 +13%
MMA
6
Miracle Mile Advisors
California
$21.1M 843,135 +133,233 +19%
Morgan Stanley
7
Morgan Stanley
New York
$20.6M 822,790 +338,756 +70%
EWA
8
EP Wealth Advisors
California
$19.9M 795,605 +795,605 New
Wells Fargo
9
Wells Fargo
California
$17.8M 713,770 +383,994 +116%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$11.2M 447,310 +447,310 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$11M 441,764 +243,382 +123%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$11M 438,994 +243,012 +124%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$9.64M 385,857 -156,495 -29%
LPL Financial
14
LPL Financial
California
$7.73M 309,260 +15,477 +5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$7.49M 299,776 -75,893 -20%
Mariner
16
Mariner
Kansas
$7.09M 283,875 +17,957 +7%
Ameriprise
17
Ameriprise
Minnesota
$6.15M 244,904 +50,995 +26%
AF
18
Allworth Financial
California
$4.77M 190,965 +102,143 +115%
Renaissance Technologies
19
Renaissance Technologies
New York
$4.76M 190,611 +190,611 New
ACA
20
Affinity Capital Advisors
California
$4.25M 170,226 +17,696 +12%
FAT
21
First American Trust
California
$3.59M 143,818 -7,143 -5%
BCI
22
Brinker Capital Investments
Pennsylvania
$3.07M 122,579 +11,909 +11%
OPS
23
Orion Portfolio Solutions
Nebraska
$3.07M 122,579 +11,909 +11%
WP
24
WealthSource Partners
California
$2.93M 117,259 -46,908 -29%
SW
25
SteelPeak Wealth
California
$2.17M 86,726 -61,192 -41%
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