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Invesco California AMT-Free Municipal Bond ETF

128 hedge funds and large institutions have $923M invested in Invesco California AMT-Free Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $835M → $923M (+$87.2M)

8% more funds holding

Funds holding: 119128 (+9)

2.05% more ownership

Funds ownership: 76.09%78.14% (+2%)

8% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 40

Holders
128
Holders Change
+9
Holders Change %
+7.56%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
43
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$2.06M +$6.22K +257 +0.3%
SI
27
SimpliFi Inc
California
$2M +$337K +13,916 +20%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.97M +$136K +5,631 +7%
FFA
29
Farther Finance Advisors
California
$1.88M +$1.69M +69,783 +862%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$1.86M +$645K +26,652 +53%
MWM
31
McNaughton Wealth Management
California
$1.83M -$78K -3,222 -4%
Northern Trust
32
Northern Trust
Illinois
$1.75M -$330K -13,633 -16%
SG
33
StoneX Group
New York
$1.73M +$1.74M +71,743 New
LPAM
34
Lodestar Private Asset Management
California
$1.68M +$126K +5,223 +8%
Ameriprise
35
Ameriprise
Minnesota
$1.68M -$47.1K -1,947 -3%
Raymond James Financial
36
Raymond James Financial
Florida
$1.57M +$1.08M +44,782 +220%
EC
37
Elequin Capital
New York
$1.47M +$1.26M +52,138 +591%
AFG
38
Atomi Financial Group
New York
$1.46M +$3.1K +128 +0.2%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.37M -$63.1K -2,606 -4%
RSWM
40
Robertson Stephens Wealth Management
California
$1.26M +$690K +28,508 +120%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.19M +$24.1K +994 +2%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.1M +$469K +19,371 +74%
Goldman Sachs
43
Goldman Sachs
New York
$1.09M -$10.1M -417,490 -90%
II
44
Impact Investors
California
$1.09M +$40.3K +1,663 +4%
FWA
45
FOCUS Wealth Advisors
Texas
$1.07M +$51.4K +2,124 +5%
PFS
46
Prospera Financial Services
Texas
$1M -$56.7K -2,341 -5%
ACA
47
Affinity Capital Advisors
California
$1M -$4.46K -184 -0.4%
Citadel Advisors
48
Citadel Advisors
Florida
$998K -$1.69M -69,650 -63%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$939K -$4.77K -197 -0.5%
QCM
50
Quantinno Capital Management
New York
$917K -$7.94K -328 -0.9%