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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

109 hedge funds and large institutions have $551M 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, 38 reducing their positions, and 19 closing their positions.

Holders
109
Holders Change
-11
Holders Change %
-9.17%
% of All Funds
1.46%
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
38
Closed
19
Calls
$1.04M
Puts
$434K
Net Calls
+$605K
Net Calls Change
+$297K

Top Buyers

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

Top Sellers

1
ALA
1
Atlas Legacy Advisors
California
$412K
2
Ameriprise
2
Ameriprise
Minnesota
$1.76M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.86M
4
FFA
4
First Foundation Advisors
California
$22.2M
5
Bank of America
5
Bank of America
North Carolina
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
DCM
51
Dimension Capital Management
Florida
$612K 26,232 – –
Fisher Asset Management
52
Fisher Asset Management
Washington
$607K 26,000 – –
EWM
53
Elmwood Wealth Management
California
$585K 25,075 +650 +3%
OFG
54
Omega Financial Group
California
$585K 25,044 +139 +0.6%
JSW
55
Journey Strategic Wealth
New Jersey
$567K 24,275 -50,960 -68%
WIM
56
WealthPlan Investment Management
Nebraska
$560K 23,996 +23,996 New
RSWM
57
Robertson Stephens Wealth Management
California
$557K 23,848 – –
EH
58
Equitable Holdings
New York
$487K 20,851 -10,627 -34%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$480K 20,568 +1,035 +5%
BPWM
60
BCS Private Wealth Management
New Jersey
$467K 20,000 +20,000 New
WSWA
61
Warren Street Wealth Advisors
California
$465K 19,907 -665 -3%
SM
62
Sweeney & Michel
California
$464K 20,000 -2,000 -9%
Creative Planning
63
Creative Planning
Kansas
$428K 18,359 -4,684 -20%
SVWG
64
Shared Vision Wealth Group
United States
$419K 18,309 +18,309 New
Raymond James Financial
65
Raymond James Financial
Florida
$418K 17,903 -7,429 -29%
ALA
66
Atlas Legacy Advisors
California
$412K 17,663 -427,325 -96%
Stifel Financial
67
Stifel Financial
Missouri
$406K 17,416 -5,446 -24%
CWM
68
Certus Wealth Management
California
$404K 17,309 +17,309 New
AAS
69
Avantax Advisory Services
Texas
$381K 16,332 -285 -2%
CC
70
Climber Capital
Switzerland
$381K 16,395 – –
APP
71
Avantax Planning Partners
Iowa
$357K 15,296 -9,852 -39%
WA
72
Waddell & Associates
Tennessee
$330K 14,125 – –
GRP
73
Global Retirement Partners
California
$293K 12,545 +12,545 New
TF
74
TME Financial
California
$289K 12,375 -6,892 -36%
GI
75
GAMMA Investing
California
$283K 12,129 -7,583 -38%
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