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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

120 hedge funds and large institutions have $473M invested in Invesco California AMT-Free Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
36
Reduced
39
Closed
7
Calls
$308K
Puts
–
Net Calls
+$308K
Net Calls Change
+$101K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.19M
2
SWP
Stratos Wealth Partners
Ohio
+$7.57M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.53M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.36M
5
FAT
First American Trust
California
+$2.72M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$12.4M
2
FFA
First Foundation Advisors
California
-$5.66M
3
Mariner
Mariner
Kansas
-$2.28M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.27M
5
SC
Syon Capital
California
-$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
51
Destination Wealth Management
California
$841K +$69.1K +2,897 +9%
DWS
52
Dynamic Wealth Strategies
California
$817K – – –
HWAM
53
Hennion & Walsh Asset Management
New Jersey
$800K +$130K +5,461 +19%
EH
54
Equitable Holdings
New York
$751K +$751K +31,478 New
WA
55
Waverly Advisors
Alabama
$727K +$727K +11,777 New
MCM
56
Mattern Capital Management
Colorado
$671K +$12.3K +515 +2%
VWM
57
Verus Wealth Management
Wisconsin
$664K -$684K -28,684 -51%
CGH
58
Crossmark Global Holdings
Texas
$657K +$657K +27,356 New
DCM
59
Dimension Capital Management
Florida
$626K – – –
Fisher Asset Management
60
Fisher Asset Management
Washington
$620K – – –
Raymond James Financial
61
Raymond James Financial
Florida
$604K +$105K +4,394 +21%
APP
62
Avantax Planning Partners
Iowa
$600K -$3.77K -158 -0.6%
BJL
63
Brighton Jones LLC
Washington
$598K +$598K +25,059 New
OFG
64
Omega Financial Group
California
$594K +$3.05K +128 +0.5%
EWM
65
Elmwood Wealth Management
California
$583K +$583K +24,425 New
RSWM
66
Robertson Stephens Wealth Management
California
$569K – – –
NAS
67
NWF Advisory Services
California
$552K -$418K -17,507 -43%
Creative Planning
68
Creative Planning
Kansas
$550K +$44K +1,843 +9%
Stifel Financial
69
Stifel Financial
Missouri
$545K +$116K +4,859 +27%
CMBA
70
C.M. Bidwell & Associates
Hawaii
$528K – – –
SM
71
Sweeney & Michel
California
$500K +$500K +22,000 New
WSWA
72
Warren Street Wealth Advisors
California
$491K -$13.4K -563 -3%
PWM
73
Parkshore Wealth Management
California
$490K -$1K -42 -0.2%
TC
74
TownSquare Capital
Utah
$482K -$13.4K -563 -3%
GI
75
GAMMA Investing
California
$470K -$178K -7,481 -28%
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