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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
Holders
128
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$913K
Cerity Partners
52
Cerity Partners
New York
$907K
ALA
53
Atlas Legacy Advisors
California
$904K
WN
54
Williams & Novak
California
$853K
SVWG
55
Shared Vision Wealth Group
United States
$853K
MCM
56
Mattern Capital Management
Colorado
$798K
FTUS
57
Flow Traders U.S.
New York
$770K
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$756K
CMBA
59
C.M. Bidwell & Associates
Hawaii
$737K
DWM
60
Destination Wealth Management
California
$728K
Osaic Holdings
61
Osaic Holdings
Arizona
$660K
DCM
62
Dimension Capital Management
Florida
$634K
FA
63
FF Advisors
California
$628K
OFG
64
Omega Financial Group
California
$623K
Creative Planning
65
Creative Planning
Kansas
$613K
OIA
66
OneDigital Investment Advisors
Kansas
$592K
AWM
67
Axxcess Wealth Management
California
$592K
NAS
68
NWF Advisory Services
California
$559K
JSW
69
Journey Strategic Wealth
New Jersey
$557K
Fisher Asset Management
70
Fisher Asset Management
Washington
$532K
EH
71
Equitable Holdings
New York
$512K
NA
72
Nautilus Advisors
California
$506K
WPC
73
Wedmont Private Capital
Pennsylvania
$502K
MML Investors Services
74
MML Investors Services
Massachusetts
$499K
BCI
75
Brinker Capital Investments
Pennsylvania
$489K