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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

94 hedge funds and large institutions have $586M invested in Invesco California AMT-Free Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
28
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$240M
2
MMA
2
Miracle Mile Advisors
California
$52.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12M
4
BWM
4
Boyd Wealth Management
California
$4.87M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.6M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Wells Fargo
2
Wells Fargo
California
$6.61M
3
Bank of America
3
Bank of America
North Carolina
$21.4M
4
ACA
4
Affinity Capital Advisors
California
$0
5
FFA
5
First Foundation Advisors
California
$38.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$240M 9,740,441 +9,740,441 New
MMA
2
Miracle Mile Advisors
California
$52.2M 2,114,241 +519,838 +33%
FFA
3
First Foundation Advisors
California
$38.4M 1,558,333 -123,722 -7%
SWP
4
Stratos Wealth Partners
Ohio
$34.1M 1,383,415 +4,169 +0.3%
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$25.3M 1,024,559 +55,382 +6%
Bank of America
6
Bank of America
North Carolina
$21.4M 866,778 -294,426 -25%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$20.6M 834,585 +194,154 +30%
EWA
8
EP Wealth Advisors
California
$18.8M 760,405 -939 -0.1%
Morgan Stanley
9
Morgan Stanley
New York
$15.1M 613,732 +152,096 +33%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$12M 484,789 +484,789 New
LPL Financial
11
LPL Financial
California
$9.78M 396,441 -4,713 -1%
Mariner
12
Mariner
Kansas
$8.26M 334,919 +34,530 +11%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$6.82M 276,325 -11,118 -4%
Wells Fargo
14
Wells Fargo
California
$6.61M 267,784 -454,672 -63%
Ameriprise
15
Ameriprise
Minnesota
$6.46M 261,976 +15,913 +6%
AF
16
Allworth Financial
California
$5.31M 214,084 +27,499 +15%
BWM
17
Boyd Wealth Management
California
$4.87M 197,318 +197,318 New
FAT
18
First American Trust
California
$4.09M 165,875 +3,223 +2%
SW
19
SteelPeak Wealth
California
$2.94M 119,362 -17,605 -13%
OIA
20
OneDigital Investment Advisors
Kansas
$2.76M 111,881 +111,881 New
KeyBank National Association
21
KeyBank National Association
Ohio
$2.7M 109,305 +42,414 +63%
OPS
22
Orion Portfolio Solutions
Nebraska
$2.62M 106,065 – –
BCI
23
Brinker Capital Investments
Pennsylvania
$2.62M 106,065 – –
UBS Group
24
UBS Group
Switzerland
$2.33M 94,413 -16,948 -15%
Jane Street
25
Jane Street
New York
$2.3M 93,075 +82,874 +812%
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