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Invesco California AMT-Free Municipal Bond ETF

126 hedge funds and large institutions have $915M invested in Invesco California AMT-Free Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
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
Cerity Partners
51
Cerity Partners
New York
$907K
ALA
52
Atlas Legacy Advisors
California
$904K
WN
53
Williams & Novak
California
$853K
SVWG
54
Shared Vision Wealth Group
United States
$853K
MCM
55
Mattern Capital Management
Colorado
$798K
FTUS
56
Flow Traders U.S.
New York
$770K
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$756K
CMBA
58
C.M. Bidwell & Associates
Hawaii
$737K
DWM
59
Destination Wealth Management
California
$728K
Osaic Holdings
60
Osaic Holdings
Arizona
$660K
DCM
61
Dimension Capital Management
Florida
$634K
FA
62
FF Advisors
California
$628K
OFG
63
Omega Financial Group
California
$623K
Creative Planning
64
Creative Planning
Kansas
$613K
OIA
65
OneDigital Investment Advisors
Kansas
$592K
AWM
66
Axxcess Wealth Management
California
$592K
JSW
67
Journey Strategic Wealth
New Jersey
$557K
Fisher Asset Management
68
Fisher Asset Management
Washington
$532K
EH
69
Equitable Holdings
New York
$512K
NA
70
Nautilus Advisors
California
$506K
WPC
71
Wedmont Private Capital
Pennsylvania
$502K
MML Investors Services
72
MML Investors Services
Massachusetts
$499K
BCI
73
Brinker Capital Investments
Pennsylvania
$489K
SM
74
Sweeney & Michel
California
$485K
HIF
75
Hill Island Financial
Michigan
$484K