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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

120 hedge funds and large institutions have $473M invested in Invesco California AMT-Free Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
36
Reduced
39
Closed
7
Calls
$308K
Puts
–
Net Calls
+$308K
Net Calls Change
+$101K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.19M
2
SWP
Stratos Wealth Partners
Ohio
+$7.57M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.53M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.36M
5
FAT
First American Trust
California
+$2.72M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$12.4M
2
FFA
First Foundation Advisors
California
-$5.66M
3
Mariner
Mariner
Kansas
-$2.28M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.27M
5
SC
Syon Capital
California
-$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
26
SteelPeak Wealth
California
$2.69M +$617K +25,886 +30%
KeyBank National Association
27
KeyBank National Association
Ohio
$2.68M -$137K -5,751 -5%
BCI
28
Brinker Capital Investments
Pennsylvania
$2.21M -$72.1K -3,022 -3%
OPS
29
Orion Portfolio Solutions
Nebraska
$2.21M -$72.1K -3,022 -3%
UBS Group
30
UBS Group
Switzerland
$2.15M -$12.7K -533 -0.6%
II
31
Impact Investors
California
$2.12M -$226K -9,463 -10%
LPAM
32
Lodestar Private Asset Management
California
$1.9M +$457K +19,180 +32%
JSW
33
Journey Strategic Wealth
New Jersey
$1.79M -$24.4K -1,025 -1%
FTUS
34
Flow Traders U.S.
New York
$1.76M +$1.76M +73,576 New
Cerity Partners
35
Cerity Partners
New York
$1.65M -$289K -12,117 -15%
MWM
36
McNaughton Wealth Management
California
$1.6M -$602K -25,222 -27%
Citadel Advisors
37
Citadel Advisors
Florida
$1.58M +$1.12M +47,012 +243%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.48M +$121K +5,088 +9%
PFA
39
Pure Financial Advisors
California
$1.44M -$15.4K -644 -1%
SI
40
SimpliFi Inc
California
$1.42M +$40.5K +1,700 +3%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.31M +$100K +4,204 +8%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.25M +$120K +5,026 +11%
PFS
43
Prospera Financial Services
Texas
$1.07M -$727K -30,489 -40%
AFG
44
Atomi Financial Group
New York
$1.04M +$437K +18,311 +72%
GWS
45
Greykasell Wealth Strategies
California
$1.02M -$109K -4,560 -10%
AF
46
Amara Financial
California
$995K +$995K +41,735 New
WN
47
Williams & Novak
California
$906K -$384K -16,000 -30%
NA
48
Nautilus Advisors
California
$895K +$14.3K +600 +2%
FWA
49
FOCUS Wealth Advisors
Texas
$889K +$93.8K +3,932 +12%
IWC
50
Integrated Wealth Concepts
Massachusetts
$866K +$866K +36,319 New
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