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Invesco California AMT-Free Municipal Bond ETF

118 hedge funds and large institutions have $835M invested in Invesco California AMT-Free Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$329M
2 +$13.7M
3 +$12.3M
4
Goldman Sachs
Goldman Sachs
New York
+$11.1M
5
Bank of America
Bank of America
North Carolina
+$6.85M

Top Sellers

1 -$39.1M
2 -$28.6M
3 -$12.6M
4
FFA
First Foundation Advisors
California
-$11.7M
5
Jane Street
Jane Street
New York
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$2.04M
MWM
27
McNaughton Wealth Management
California
$1.89M
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$1.86M
HighTower Advisors
29
HighTower Advisors
Illinois
$1.81M
Osaic Holdings
30
Osaic Holdings
Arizona
$1.74M
Ameriprise
31
Ameriprise
Minnesota
$1.69M
BCI
32
Brinker Capital Investments
Pennsylvania
$1.67M
SI
33
SimpliFi Inc
California
$1.65M
CWM
34
Certus Wealth Management
California
$1.56M
LPAM
35
Lodestar Private Asset Management
California
$1.53M
Fidelity Investments
36
Fidelity Investments
Massachusetts
$1.52M
AFG
37
Atomi Financial Group
New York
$1.45M
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.42M
DWM
39
Destination Wealth Management
California
$1.41M
Jones Financial Companies
40
Jones Financial Companies
Missouri
$1.2M
IWC
41
Integrated Wealth Concepts
Massachusetts
$1.15M
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.15M
PFS
43
Prospera Financial Services
Texas
$1.05M
II
44
Impact Investors
California
$1.04M
FWA
45
FOCUS Wealth Advisors
Texas
$1.01M
Cerity Partners
46
Cerity Partners
New York
$999K
ACA
47
Affinity Capital Advisors
California
$999K
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$934K
QCM
49
Quantinno Capital Management
New York
$915K
SVWG
50
Shared Vision Wealth Group
United States
$858K