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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
WN
51
Williams & Novak
California
$820K
MCM
52
Mattern Capital Management
Colorado
$764K
NA
53
Nautilus Advisors
California
$737K
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$735K
GWS
55
Greykasell Wealth Strategies
California
$657K
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$629K
DCM
57
Dimension Capital Management
Florida
$627K
CMBA
58
C.M. Bidwell & Associates
Hawaii
$612K
OFG
59
Omega Financial Group
California
$602K
ALA
60
Atlas Legacy Advisors
California
$594K
OIA
61
OneDigital Investment Advisors
Kansas
$586K
RSWM
62
Robertson Stephens Wealth Management
California
$570K
NAS
63
NWF Advisory Services
California
$554K
Fisher Asset Management
64
Fisher Asset Management
Washington
$526K
JSW
65
Journey Strategic Wealth
New Jersey
$505K
EH
66
Equitable Holdings
New York
$503K
Raymond James Financial
67
Raymond James Financial
Florida
$487K
SM
68
Sweeney & Michel
California
$482K
BPWM
69
BCS Private Wealth Management
New Jersey
$478K
WSWA
70
Warren Street Wealth Advisors
California
$473K
Creative Planning
71
Creative Planning
Kansas
$454K
WIM
72
WealthPlan Investment Management
Nebraska
$453K
CGH
73
Crossmark Global Holdings
Texas
$432K
SAI
74
Savvy Advisors Inc
New York
$415K
APP
75
Avantax Planning Partners
Iowa
$365K