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Invesco California AMT-Free Municipal Bond ETF

127 hedge funds and large institutions have $803M invested in Invesco California AMT-Free Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1% less funds holding

Funds holding: 128127 (-1)

3.1% less ownership

Funds ownership: 78.14%75.04% (-3.1%)

13% less capital invested

Capital invested by funds: $923M → $803M (-$120M)

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
47
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
51
C.M. Bidwell & Associates
Hawaii
$789K +$62K +2,559 +8%
OIA
52
OneDigital Investment Advisors
Kansas
$754K +$171K +7,052 +29%
MCM
53
Mattern Capital Management
Colorado
$740K -$50K -2,064 -6%
WN
54
Williams & Novak
California
$717K -$131K -5,400 -15%
DCM
55
Dimension Capital Management
Florida
$626K
OFG
56
Omega Financial Group
California
$619K +$3.88K +160 +0.6%
AFGAS
57
Allegiance Financial Group Advisory Services
Virginia
$618K +$627K +25,870 New
APP
58
Avantax Planning Partners
Iowa
$609K +$259K +10,699 +72%
Creative Planning
59
Creative Planning
Kansas
$607K +$1.21K +50 +0.2%
FTUS
60
Flow Traders U.S.
New York
$563K -$201K -8,286 -26%
EH
61
Equitable Holdings
New York
$562K +$50K +2,064 +10%
JSW
62
Journey Strategic Wealth
New Jersey
$560K +$9.84K +406 +2%
NAS
63
NWF Advisory Services
California
$553K
Fisher Asset Management
64
Fisher Asset Management
Washington
$552K +$26.8K +1,108 +5%
Osaic Holdings
65
Osaic Holdings
Arizona
$546K -$108K -4,462 -16%
SM
66
Sweeney & Michel
California
$485K
BCI
67
Brinker Capital Investments
Pennsylvania
$483K
Cerity Partners
68
Cerity Partners
New York
$481K -$421K -17,388 -46%
HIF
69
Hill Island Financial
Michigan
$478K
MML Investors Services
70
MML Investors Services
Massachusetts
$478K -$15.1K -625 -3%
BPWM
71
BCS Private Wealth Management
New Jersey
$477K
NA
72
Nautilus Advisors
California
$476K -$24.6K -1,015 -5%
WSWA
73
Warren Street Wealth Advisors
California
$467K -$5.77K -238 -1%
GWS
74
Greykasell Wealth Strategies
California
$409K +$194 +8 +0%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$373K +$15.4K +635 +4%