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Invesco California AMT-Free Municipal Bond ETF

112 hedge funds and large institutions have $553M 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
112
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.04M
Puts
$434K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
76
TME Financial
California
$289K
GI
77
GAMMA Investing
California
$283K
Kayne Anderson Rudnick Investment Management
78
Kayne Anderson Rudnick Investment Management
California
$266K
WWA
79
WCG Wealth Advisors
Nevada
$262K
PWM
80
Parkshore Wealth Management
California
$261K
CSIC
81
Clifford Swan Investment Counsel
California
$240K
SPIA
82
Steward Partners Investment Advisory
New York
$239K
RFP
83
Root Financial Partners
California
$239K
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$238K
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$237K
TPWA
86
Twin Peaks Wealth Advisors
California
$234K
RF
87
Rossby Financial
Florida
$233K
SEP
88
Southland Equity Partners
Missouri
$232K
FF
89
Foronjy Financial
California
$230K
LWP
90
Laurel Wealth Planning
Minnesota
$228K
Corient Private Wealth
91
Corient Private Wealth
Florida
$227K
DWS
92
Dynamic Wealth Strategies
California
$227K
HIF
93
Hill Island Financial
Michigan
$207K
Comerica Bank
94
Comerica Bank
Texas
$196K
FFA
95
Farther Finance Advisors
California
$189K
MM
96
Main Management
California
$110K
BCWM
97
Bartlett & Co Wealth Management
Ohio
$87.5K
AIP
98
Ameritas Investment Partners
Nebraska
$75.6K
EWP
99
Elevation Wealth Partners
California
$70.4K
CFD
100
Creative Financial Designs
Indiana
$70K