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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

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

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$121M
2
SC
2
Syon Capital
California
$31.5M
3
PFA
3
Pure Financial Advisors
California
$7.11M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$38.9M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$38.9M

Top Sellers

1
ALA
1
Atlas Legacy Advisors
California
$412K
2
Ameriprise
2
Ameriprise
Minnesota
$1.76M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.86M
4
FFA
4
First Foundation Advisors
California
$22.2M
5
Bank of America
5
Bank of America
North Carolina
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
26
McNaughton Wealth Management
California
$1.97M 84,576 +17,634 +26%
II
27
Impact Investors
California
$1.9M 81,431 -7,642 -9%
Ameriprise
28
Ameriprise
Minnesota
$1.76M 75,445 -321,513 -81%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$1.63M 69,951 -134,850 -66%
AFG
30
Atomi Financial Group
New York
$1.51M 64,646 +20,895 +48%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.47M 63,159 +1,169 +2%
LPAM
32
Lodestar Private Asset Management
California
$1.47M 62,801 -17,044 -21%
SI
33
SimpliFi Inc
California
$1.46M 62,431 +2,982 +5%
ACA
34
Affinity Capital Advisors
California
$1.24M 53,170 -136,637 -72%
Citadel Advisors
35
Citadel Advisors
Florida
$1.21M 51,652 -14,692 -22%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.11M 47,378 -4,869 -9%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.1M 45,168 +32,594 +259%
OIA
38
OneDigital Investment Advisors
Kansas
$1.06M 45,580 -69,804 -60%
PFS
39
Prospera Financial Services
Texas
$1.01M 43,213 -1,762 -4%
GWS
40
Greykasell Wealth Strategies
California
$1.01M 43,108 +423 +1%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$985K 42,338 +28,780 +212%
HWAM
42
Hennion & Walsh Asset Management
New Jersey
$952K 40,803 +7,243 +22%
WN
43
Williams & Novak
California
$929K 39,800 +2,100 +6%
FWA
44
FOCUS Wealth Advisors
Texas
$920K 39,404 +2,135 +6%
IWC
45
Integrated Wealth Concepts
Massachusetts
$901K 38,594 +2,275 +6%
NA
46
Nautilus Advisors
California
$876K 37,520 – –
DWM
47
Destination Wealth Management
California
$823K 35,256 – –
MCM
48
Mattern Capital Management
Colorado
$685K 29,340 +1,199 +4%
QCM
49
Quantinno Capital Management
New York
$657K 28,144 +28,144 New
CGH
50
Crossmark Global Holdings
Texas
$617K 26,448 -908 -3%
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