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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

87 hedge funds and large institutions have $560M invested in Invesco California AMT-Free Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
33
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
1
Stratos Wealth Partners
Ohio
$34.3M
2
MMA
2
Miracle Mile Advisors
California
$39.7M
3
FFA
3
First Foundation Advisors
California
$41.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.9M
5
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$24.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$254K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$236M 9,504,808 -313,549 -3%
FFA
2
First Foundation Advisors
California
$41.8M 1,682,055 +470,093 +39%
MMA
3
Miracle Mile Advisors
California
$39.7M 1,594,403 +751,268 +89%
SWP
4
Stratos Wealth Partners
Ohio
$34.3M 1,379,246 +1,379,246 New
Bank of America
5
Bank of America
North Carolina
$28.9M 1,161,204 +32,626 +3%
GKWIM
6
Gerber Kawasaki Wealth & Investment Management
California
$24.1M 969,177 +106,001 +12%
EWA
7
EP Wealth Advisors
California
$18.9M 761,344 -34,261 -4%
Wells Fargo
8
Wells Fargo
California
$18M 722,456 +8,686 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$15.9M 640,431 +198,667 +45%
Morgan Stanley
10
Morgan Stanley
New York
$11.5M 461,636 -361,154 -44%
LPL Financial
11
LPL Financial
California
$9.98M 401,154 +91,894 +30%
Mariner
12
Mariner
Kansas
$7.47M 300,389 +16,514 +6%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$7.15M 287,443 -12,333 -4%
Ameriprise
14
Ameriprise
Minnesota
$6.12M 246,063 +1,159 +0.5%
AF
15
Allworth Financial
California
$4.64M 186,585 -4,380 -2%
ACA
16
Affinity Capital Advisors
California
$4.29M 172,398 +2,172 +1%
FAT
17
First American Trust
California
$4.05M 162,652 +18,834 +13%
SW
18
SteelPeak Wealth
California
$3.41M 136,967 +50,241 +58%
UBS Group
19
UBS Group
Switzerland
$2.77M 111,361 +29,465 +36%
OPS
20
Orion Portfolio Solutions
Nebraska
$2.64M 106,065 -16,514 -13%
BCI
21
Brinker Capital Investments
Pennsylvania
$2.64M 106,065 -16,514 -13%
PFA
22
Pure Financial Advisors
California
$1.9M 76,387 -835 -1%
MWM
23
McNaughton Wealth Management
California
$1.78M 71,735 +2,980 +4%
DAS
24
Dynamic Advisor Solutions
Arizona
$1.74M 70,000 +10,002 +17%
PFS
25
Prospera Financial Services
Texas
$1.7M 68,449 +368 +0.5%
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