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Invesco California AMT-Free Municipal Bond ETF

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$308K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Destination Wealth Management
California
$841K
DWS
52
Dynamic Wealth Strategies
California
$817K
HWAM
53
Hennion & Walsh Asset Management
New Jersey
$800K
EH
54
Equitable Holdings
New York
$751K
WA
55
Waverly Advisors
Alabama
$727K
MCM
56
Mattern Capital Management
Colorado
$671K
VWM
57
Verus Wealth Management
Wisconsin
$664K
CGH
58
Crossmark Global Holdings
Texas
$657K
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
APP
62
Avantax Planning Partners
Iowa
$600K
BJL
63
Brighton Jones LLC
Washington
$598K
OFG
64
Omega Financial Group
California
$594K
EWM
65
Elmwood Wealth Management
California
$583K
RSWM
66
Robertson Stephens Wealth Management
California
$569K
NAS
67
NWF Advisory Services
California
$552K
Creative Planning
68
Creative Planning
Kansas
$550K
Stifel Financial
69
Stifel Financial
Missouri
$545K
CMBA
70
C.M. Bidwell & Associates
Hawaii
$528K
SM
71
Sweeney & Michel
California
$500K
WSWA
72
Warren Street Wealth Advisors
California
$491K
PWM
73
Parkshore Wealth Management
California
$490K
TC
74
TownSquare Capital
Utah
$482K
GI
75
GAMMA Investing
California
$470K