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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

110 hedge funds and large institutions have $470M invested in Invesco California AMT-Free Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
110
Holders Change
+15
Holders Change %
+15.79%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
24
Increased
48
Reduced
17
Closed
7
Calls
$536K
Puts
$329K
Net Calls
+$207K
Net Calls Change
+$207K

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$30.9M
2
SC
2
Syon Capital
California
$26.9M
3
ALA
3
Atlas Legacy Advisors
California
$11.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$30.7M
5
Bank of America
5
Bank of America
North Carolina
$34.1M

Top Sellers

1
FFA
1
First Foundation Advisors
California
$33.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$10.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.65M
4
SW
4
SteelPeak Wealth
California
$2.14M
5
DAS
5
Diversify Advisory Services
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MMA
1
Miracle Mile Advisors
California
$59.9M 2,424,844 +154,087 +7%
SWP
2
Stratos Wealth Partners
Ohio
$36.4M 1,475,592 +64,034 +5%
Bank of America
3
Bank of America
North Carolina
$34.1M 1,379,449 +193,290 +16%
FFA
4
First Foundation Advisors
California
$33.4M 1,352,308 -152,053 -10%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$30.9M 1,249,535 +1,249,535 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$30.7M 1,243,755 +195,412 +19%
GKWIM
7
Gerber Kawasaki Wealth & Investment Management
California
$30.4M 1,230,304 +64,303 +6%
SC
8
Syon Capital
California
$26.9M 1,090,712 +1,090,712 New
EWA
9
EP Wealth Advisors
California
$20.7M 836,569 +63,174 +8%
Morgan Stanley
10
Morgan Stanley
New York
$13.9M 562,986 +47,314 +9%
LPL Financial
11
LPL Financial
California
$13.7M 552,990 +43,301 +8%
ALA
12
Atlas Legacy Advisors
California
$11.1M 449,290 +449,290 New
Ameriprise
13
Ameriprise
Minnesota
$10.7M 432,446 +25,208 +6%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$10.4M 420,940 -45,548 -10%
Wells Fargo
15
Wells Fargo
California
$8.25M 334,055 +57,071 +21%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$5.65M 228,768 -44,711 -16%
AF
17
Allworth Financial
California
$5.59M 228,566 +11,332 +5%
Mariner
18
Mariner
Kansas
$5.55M 224,709 +5,787 +3%
FAT
19
First American Trust
California
$5.2M 210,561 +37,097 +21%
ACA
20
Affinity Capital Advisors
California
$5.17M 209,682 -14,175 -6%
Jane Street
21
Jane Street
New York
$4.69M 190,036 +158,975 +512%
KeyBank National Association
22
KeyBank National Association
Ohio
$2.91M 117,990 +8,050 +7%
GC
23
Guggenheim Capital
Illinois
$2.83M 114,621 +81,797 +249%
OIA
24
OneDigital Investment Advisors
Kansas
$2.64M 106,807 +2,582 +2%
II
25
Impact Investors
California
$2.43M 98,536 +98,536 New
1
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