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Invesco California AMT-Free Municipal Bond ETF

128 hedge funds and large institutions have $923M invested in Invesco California AMT-Free Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $835M → $923M (+$87.2M)

8% more funds holding

Funds holding: 119128 (+9)

2.05% more ownership

Funds ownership: 76.09%78.14% (+2%)

8% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 40

Holders
128
Holders Change
+9
Holders Change %
+7.56%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
43
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$913K -$252K -10,410 -22%
Cerity Partners
52
Cerity Partners
New York
$907K -$103K -4,252 -10%
ALA
53
Atlas Legacy Advisors
California
$904K +$305K +12,578 +51%
WN
54
Williams & Novak
California
$853K +$24.2K +1,000 +3%
SVWG
55
Shared Vision Wealth Group
United States
$853K
MCM
56
Mattern Capital Management
Colorado
$798K +$26.8K +1,108 +3%
FTUS
57
Flow Traders U.S.
New York
$770K +$772K +31,874 New
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$756K +$13.9K +574 +2%
CMBA
59
C.M. Bidwell & Associates
Hawaii
$737K +$119K +4,935 +19%
DWM
60
Destination Wealth Management
California
$728K -$696K -28,752 -49%
Osaic Holdings
61
Osaic Holdings
Arizona
$660K -$1.1M -45,568 -63%
DCM
62
Dimension Capital Management
Florida
$634K
FA
63
FF Advisors
California
$628K +$629K +25,990 New
OFG
64
Omega Financial Group
California
$623K +$14.5K +597 +2%
Creative Planning
65
Creative Planning
Kansas
$613K +$155K +6,402 +34%
OIA
66
OneDigital Investment Advisors
Kansas
$592K
AWM
67
Axxcess Wealth Management
California
$592K +$593K +24,488 New
NAS
68
NWF Advisory Services
California
$559K
JSW
69
Journey Strategic Wealth
New Jersey
$557K +$46.3K +1,914 +9%
Fisher Asset Management
70
Fisher Asset Management
Washington
$532K
EH
71
Equitable Holdings
New York
$512K +$4.24K +175 +0.8%
NA
72
Nautilus Advisors
California
$506K -$239K -9,856 -32%
WPC
73
Wedmont Private Capital
Pennsylvania
$502K +$501K +20,689 New
MML Investors Services
74
MML Investors Services
Massachusetts
$499K +$500K +20,640 New
BCI
75
Brinker Capital Investments
Pennsylvania
$489K -$1.2M -49,536 -71%