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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

109 hedge funds and large institutions have $551M 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, 38 reducing their positions, and 19 closing their positions.

Holders
109
Holders Change
-11
Holders Change %
-9.17%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
35
Reduced
38
Closed
19
Calls
$1.04M
Puts
$434K
Net Calls
+$605K
Net Calls Change
+$297K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$121M
2
SC
2
Syon Capital
California
$31.5M
3
PFA
3
Pure Financial Advisors
California
$7.11M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$38.9M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$38.9M

Top Sellers

1
ALA
1
Atlas Legacy Advisors
California
$412K
2
Ameriprise
2
Ameriprise
Minnesota
$1.76M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.86M
4
FFA
4
First Foundation Advisors
California
$22.2M
5
Bank of America
5
Bank of America
North Carolina
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
76
Kayne Anderson Rudnick Investment Management
California
$266K 11,405 +11,405 New
WWA
77
WCG Wealth Advisors
Nevada
$262K 11,204 +11,204 New
PWM
78
Parkshore Wealth Management
California
$261K 11,170 -9,358 -46%
CSIC
79
Clifford Swan Investment Counsel
California
$240K 10,300 – –
SPIA
80
Steward Partners Investment Advisory
New York
$239K 10,250 -157 -2%
RFP
81
Root Financial Partners
California
$239K 10,240 +10,240 New
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$238K 10,178 -8,532 -46%
TPWA
83
Twin Peaks Wealth Advisors
California
$234K 10,106 – –
RF
84
Rossby Financial
Florida
$233K 10,000 – –
SEP
85
Southland Equity Partners
Missouri
$232K 9,950 – –
FF
86
Foronjy Financial
California
$230K 9,851 +9,851 New
LWP
87
Laurel Wealth Planning
Minnesota
$228K 9,749 -539 -5%
Corient Private Wealth
88
Corient Private Wealth
Florida
$227K 9,729 +9,729 New
DWS
89
Dynamic Wealth Strategies
California
$227K 9,717 -24,552 -72%
HIF
90
Hill Island Financial
Michigan
$207K 8,858 +26 +0.3%
Comerica Bank
91
Comerica Bank
Texas
$196K 8,395 – –
FFA
92
Farther Finance Advisors
California
$189K 8,100 – –
MM
93
Main Management
California
$110K 4,705 -40 -0.8%
BCWM
94
Bartlett & Co Wealth Management
Ohio
$87.5K 3,747 +2,317 +162%
AIP
95
Ameritas Investment Partners
Nebraska
$75.6K 3,241 +15 +0.5%
EWP
96
Elevation Wealth Partners
California
$70.4K 3,018 +26 +0.9%
CFD
97
Creative Financial Designs
Indiana
$70K 3,000 – –
LFG
98
Larson Financial Group
Missouri
$61.9K 2,650 – –
US Bancorp
99
US Bancorp
Minnesota
$48K 2,055 – –
GSWM
100
Golden State Wealth Management
California
$42.5K 1,821 – –
2 3
4
5 6