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Invesco California AMT-Free Municipal Bond ETF

112 hedge funds and large institutions have $553M 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, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
112
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.04M
Puts
$434K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
McNaughton Wealth Management
California
$1.97M
II
27
Impact Investors
California
$1.9M
Ameriprise
28
Ameriprise
Minnesota
$1.76M
Fidelity Investments
29
Fidelity Investments
Massachusetts
$1.63M
AFG
30
Atomi Financial Group
New York
$1.51M
HighTower Advisors
31
HighTower Advisors
Illinois
$1.47M
LPAM
32
Lodestar Private Asset Management
California
$1.47M
SI
33
SimpliFi Inc
California
$1.46M
ACA
34
Affinity Capital Advisors
California
$1.24M
Citadel Advisors
35
Citadel Advisors
Florida
$1.21M
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.11M
Osaic Holdings
37
Osaic Holdings
Arizona
$1.1M
OIA
38
OneDigital Investment Advisors
Kansas
$1.06M
PFS
39
Prospera Financial Services
Texas
$1.01M
GWS
40
Greykasell Wealth Strategies
California
$1.01M
Jones Financial Companies
41
Jones Financial Companies
Missouri
$985K
HWAM
42
Hennion & Walsh Asset Management
New Jersey
$952K
WN
43
Williams & Novak
California
$929K
FWA
44
FOCUS Wealth Advisors
Texas
$920K
IWC
45
Integrated Wealth Concepts
Massachusetts
$901K
NA
46
Nautilus Advisors
California
$876K
DWM
47
Destination Wealth Management
California
$823K
MCM
48
Mattern Capital Management
Colorado
$685K
QCM
49
Quantinno Capital Management
New York
$657K
CGH
50
Crossmark Global Holdings
Texas
$617K