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Invesco California AMT-Free Municipal Bond ETF

109 hedge funds and large institutions have $551M invested in Invesco California AMT-Free Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 19 closing their positions.

Holders
109
Holders Change
-11
Holders Change %
-9.17%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
35
Reduced
38
Closed
19
Calls
$1.04M
Puts
$434K
Net Calls
+$605K
Net Calls Change
+$297K
Name Market Value Shares Shares
Change
Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$121M 5,171,896 +5,024,737 +3,414%
MMA
2
Miracle Mile Advisors
California
$60M 2,569,651 +48,895 +2%
SWP
3
Stratos Wealth Partners
Ohio
$42.7M 1,830,367 +37,325 +2%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$38.9M 1,667,055 +227,707 +16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$38.9M 1,666,448 +239,883 +17%
SC
6
Syon Capital
California
$31.5M 1,351,618 +303,478 +29%
GKWIM
7
Gerber Kawasaki Wealth & Investment Management
California
$28.5M 1,219,896 -92,963 -7%
FFA
8
First Foundation Advisors
California
$22.2M 952,878 -162,207 -15%
EWA
9
EP Wealth Advisors
California
$19.5M 834,086 -33,310 -4%
Bank of America
10
Bank of America
North Carolina
$16.3M 698,813 -160,338 -19%
Morgan Stanley
11
Morgan Stanley
New York
$14.4M 616,353 -23,468 -4%
LPL Financial
12
LPL Financial
California
$13.6M 582,260 +4,185 +0.7%
Jane Street
13
Jane Street
New York
$11.4M 489,526 +220,948 +82%
PFA
14
Pure Financial Advisors
California
$7.11M 304,528 +243,949 +403%
GC
15
Guggenheim Capital
Illinois
$6.59M 282,428 +113,043 +67%
FAT
16
First American Trust
California
$6.12M 262,226 -62,521 -19%
Wells Fargo
17
Wells Fargo
California
$5.21M 223,209 -103,035 -32%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$3.86M 165,571 -234,732 -59%
Mariner
19
Mariner
Kansas
$3.55M 151,990 +22,728 +18%
AF
20
Allworth Financial
California
$3.14M 134,636 -51,454 -28%
SW
21
SteelPeak Wealth
California
$2.81M 120,397 +7,708 +7%
KeyBank National Association
22
KeyBank National Association
Ohio
$2.74M 117,570 +5,331 +5%
UBS Group
23
UBS Group
Switzerland
$2.39M 102,562 +12,402 +14%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.14M 91,809 +37,069 +68%
BCI
25
Brinker Capital Investments
Pennsylvania
$2.02M 86,562 -6,158 -7%