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Invesco California AMT-Free Municipal Bond ETF

112 hedge funds and large institutions have $553M 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, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
112
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.04M
Puts
$434K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
51
Dimension Capital Management
Florida
$612K
Fisher Asset Management
52
Fisher Asset Management
Washington
$607K
EWM
53
Elmwood Wealth Management
California
$585K
OFG
54
Omega Financial Group
California
$585K
JSW
55
Journey Strategic Wealth
New Jersey
$567K
WIM
56
WealthPlan Investment Management
Nebraska
$560K
RSWM
57
Robertson Stephens Wealth Management
California
$557K
NAS
58
NWF Advisory Services
California
$540K
CMBA
59
C.M. Bidwell & Associates
Hawaii
$517K
EH
60
Equitable Holdings
New York
$487K
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$480K
BPWM
62
BCS Private Wealth Management
New Jersey
$467K
WSWA
63
Warren Street Wealth Advisors
California
$465K
SM
64
Sweeney & Michel
California
$464K
Creative Planning
65
Creative Planning
Kansas
$428K
SVWG
66
Shared Vision Wealth Group
United States
$419K
Raymond James Financial
67
Raymond James Financial
Florida
$418K
ALA
68
Atlas Legacy Advisors
California
$412K
Stifel Financial
69
Stifel Financial
Missouri
$406K
CWM
70
Certus Wealth Management
California
$404K
AAS
71
Avantax Advisory Services
Texas
$381K
CC
72
Climber Capital
Switzerland
$381K
APP
73
Avantax Planning Partners
Iowa
$357K
WA
74
Waddell & Associates
Tennessee
$330K
GRP
75
Global Retirement Partners
California
$293K