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Invesco California AMT-Free Municipal Bond ETF

95 hedge funds and large institutions have $370M invested in Invesco California AMT-Free Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
35
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MMA
1
Miracle Mile Advisors
California
$57M 2,270,757 +156,516 +7%
FFA
2
First Foundation Advisors
California
$37.7M 1,504,361 -53,972 -3%
SWP
3
Stratos Wealth Partners
Ohio
$35.4M 1,411,558 +28,143 +2%
Bank of America
4
Bank of America
North Carolina
$29.7M 1,186,159 +319,381 +37%
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$29.2M 1,166,001 +141,442 +14%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$26.3M 1,048,343 +213,758 +26%
EWA
7
EP Wealth Advisors
California
$19.4M 773,395 +12,990 +2%
Morgan Stanley
8
Morgan Stanley
New York
$12.9M 515,672 -98,060 -16%
LPL Financial
9
LPL Financial
California
$12.8M 509,689 +113,248 +29%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$11.7M 466,488 -18,301 -4%
Ameriprise
11
Ameriprise
Minnesota
$10.2M 407,238 +145,262 +55%
Wells Fargo
12
Wells Fargo
California
$6.95M 276,984 +9,200 +3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$6.86M 273,479 -2,846 -1%
ACA
14
Affinity Capital Advisors
California
$5.61M 223,857 +223,857 New
Mariner
15
Mariner
Kansas
$5.49M 218,922 -115,997 -35%
AF
16
Allworth Financial
California
$5.45M 217,234 +3,150 +1%
FAT
17
First American Trust
California
$4.35M 173,464 +7,589 +5%
SW
18
SteelPeak Wealth
California
$2.93M 116,748 -2,614 -2%
KeyBank National Association
19
KeyBank National Association
Ohio
$2.76M 109,940 +635 +0.6%
OIA
20
OneDigital Investment Advisors
Kansas
$2.61M 104,225 -7,656 -7%
BCI
21
Brinker Capital Investments
Pennsylvania
$2.46M 98,022 -8,043 -8%
OPS
22
Orion Portfolio Solutions
Nebraska
$2.46M 98,022 -8,043 -8%
UBS Group
23
UBS Group
Switzerland
$2.4M 95,820 +1,407 +1%
MWM
24
McNaughton Wealth Management
California
$2.19M 87,183 +10,277 +13%
JSW
25
Journey Strategic Wealth
New Jersey
$1.79M 71,472 +672 +0.9%