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Invesco California AMT-Free Municipal Bond ETF

127 hedge funds and large institutions have $803M invested in Invesco California AMT-Free Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1% less funds holding

Funds holding: 128127 (-1)

3.1% less ownership

Funds ownership: 78.14%75.04% (-3.1%)

13% less capital invested

Capital invested by funds: $923M → $803M (-$120M)

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
47
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$2.07M -$3.35M -138,102 -61%
AF
27
Allworth Financial
California
$2.07M +$2.1M +86,585 New
SI
28
SimpliFi Inc
California
$2.06M +$77.7K +3,208 +4%
SW
29
SteelPeak Wealth
California
$2.04M -$30.7K -1,269 -1%
UBS Group
30
UBS Group
Switzerland
$1.98M -$62.9K -2,595 -3%
FFA
31
Farther Finance Advisors
California
$1.88M +$17.4K +719 +0.9%
LPAM
32
Lodestar Private Asset Management
California
$1.86M +$207K +8,549 +12%
NG
33
Navigation Group
California
$1.84M +$1.87M +77,030 New
Raymond James Financial
34
Raymond James Financial
Florida
$1.67M +$115K +4,738 +7%
MWM
35
McNaughton Wealth Management
California
$1.67M -$145K -5,990 -8%
AFG
36
Atomi Financial Group
New York
$1.66M +$222K +9,151 +15%
Ameriprise
37
Ameriprise
Minnesota
$1.54M -$101K -4,163 -6%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.43M +$73.4K +3,029 +5%
II
39
Impact Investors
California
$1.08M +$9.01K +372 +0.8%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.08M -$10.3K -425 -0.9%
FWA
41
FOCUS Wealth Advisors
Texas
$1.04M -$26.1K -1,077 -2%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.02M -$157K -6,495 -13%
ACA
43
Affinity Capital Advisors
California
$995K +$4.38K +181 +0.4%
PFS
44
Prospera Financial Services
Texas
$899K -$94.5K -3,899 -9%
ALA
45
Atlas Legacy Advisors
California
$894K +$799 +33 +0.1%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$891K -$37K -1,526 -4%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$843K +$96.9K +4,001 +13%
SVWG
48
Shared Vision Wealth Group
United States
$843K
QCM
49
Quantinno Capital Management
New York
$837K -$69.8K -2,881 -8%
DWM
50
Destination Wealth Management
California
$807K +$89.6K +3,700 +12%