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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

111 hedge funds and large institutions have $552M 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
Holders
111
Holders Change
-9
Holders Change %
-7.5%
% of All Funds
1.49%
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
39
Closed
19
Calls
$1.04M
Puts
$434K
Net Calls
+$605K
Net Calls Change
+$297K

Top Buyers

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

Top Sellers

1
ALA
Atlas Legacy Advisors
California
$412K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$237K
3
Ameriprise
Ameriprise
Minnesota
$1.76M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.86M
5
FFA
First Foundation Advisors
California
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
McNaughton Wealth Management
California
$1.97M +$412K +17,634 +26%
II
27
Impact Investors
California
$1.9M -$178K -7,642 -9%
Ameriprise
28
Ameriprise
Minnesota
$1.76M -$7.5M -321,513 -81%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$1.63M -$3.15M -134,850 -66%
AFG
30
Atomi Financial Group
New York
$1.51M +$488K +20,895 +48%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.47M +$27.3K +1,169 +2%
LPAM
32
Lodestar Private Asset Management
California
$1.47M -$398K -17,044 -21%
SI
33
SimpliFi Inc
California
$1.46M +$69.6K +2,982 +5%
ACA
34
Affinity Capital Advisors
California
$1.24M -$3.19M -136,637 -72%
Citadel Advisors
35
Citadel Advisors
Florida
$1.21M -$343K -14,692 -22%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.11M -$114K -4,869 -9%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.1M +$794K +32,594 +259%
OIA
38
OneDigital Investment Advisors
Kansas
$1.06M -$1.63M -69,804 -60%
PFS
39
Prospera Financial Services
Texas
$1.01M -$41.1K -1,762 -4%
GWS
40
Greykasell Wealth Strategies
California
$1.01M +$9.87K +423 +1%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$985K +$670K +28,780 +212%
HWAM
42
Hennion & Walsh Asset Management
New Jersey
$952K +$169K +7,243 +22%
WN
43
Williams & Novak
California
$929K +$49K +2,100 +6%
FWA
44
FOCUS Wealth Advisors
Texas
$920K +$49.8K +2,135 +6%
IWC
45
Integrated Wealth Concepts
Massachusetts
$901K +$53.1K +2,275 +6%
NA
46
Nautilus Advisors
California
$876K – – –
DWM
47
Destination Wealth Management
California
$823K – – –
MCM
48
Mattern Capital Management
Colorado
$685K +$28K +1,199 +4%
QCM
49
Quantinno Capital Management
New York
$657K +$657K +28,144 New
CGH
50
Crossmark Global Holdings
Texas
$617K -$21.2K -908 -3%
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