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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

111 hedge funds and large institutions have $552M 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
Holders
111
Holders Change
-9
Holders Change %
-7.5%
% of All Funds
1.49%
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
39
Closed
19
Calls
$1.04M
Puts
$434K
Net Calls
+$605K
Net Calls Change
+$297K

Top Buyers

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

Top Sellers

1
ALA
Atlas Legacy Advisors
California
$412K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$237K
3
Ameriprise
Ameriprise
Minnesota
$1.76M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.86M
5
FFA
First Foundation Advisors
California
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
51
Dimension Capital Management
Florida
$612K – – –
Fisher Asset Management
52
Fisher Asset Management
Washington
$607K – – –
EWM
53
Elmwood Wealth Management
California
$585K +$15.2K +650 +3%
OFG
54
Omega Financial Group
California
$585K +$3.24K +139 +0.6%
JSW
55
Journey Strategic Wealth
New Jersey
$567K -$1.19M -50,960 -68%
WIM
56
WealthPlan Investment Management
Nebraska
$560K +$560K +23,996 New
RSWM
57
Robertson Stephens Wealth Management
California
$557K – – –
CMBA
58
C.M. Bidwell & Associates
Hawaii
$517K – – –
EH
59
Equitable Holdings
New York
$487K -$248K -10,627 -34%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$480K +$24.2K +1,035 +5%
BPWM
61
BCS Private Wealth Management
New Jersey
$467K +$467K +20,000 New
WSWA
62
Warren Street Wealth Advisors
California
$465K -$15.5K -665 -3%
SM
63
Sweeney & Michel
California
$464K -$46.4K -2,000 -9%
Creative Planning
64
Creative Planning
Kansas
$428K -$109K -4,684 -20%
SVWG
65
Shared Vision Wealth Group
United States
$419K +$419K +18,309 New
Raymond James Financial
66
Raymond James Financial
Florida
$418K -$173K -7,429 -29%
ALA
67
Atlas Legacy Advisors
California
$412K -$9.97M -427,325 -96%
Stifel Financial
68
Stifel Financial
Missouri
$406K -$127K -5,446 -24%
CWM
69
Certus Wealth Management
California
$404K +$404K +17,309 New
AAS
70
Avantax Advisory Services
Texas
$381K -$6.65K -285 -2%
CC
71
Climber Capital
Switzerland
$381K – – –
APP
72
Avantax Planning Partners
Iowa
$357K -$230K -9,852 -39%
WA
73
Waddell & Associates
Tennessee
$330K – – –
GRP
74
Global Retirement Partners
California
$293K +$293K +12,545 New
TF
75
TME Financial
California
$289K -$161K -6,892 -36%
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