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Invesco California AMT-Free Municipal Bond ETF

118 hedge funds and large institutions have $835M invested in Invesco California AMT-Free Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
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

Top Buyers

1 +$329M
2 +$13.7M
3 +$12.3M
4
Goldman Sachs
Goldman Sachs
New York
+$11.1M
5
Bank of America
Bank of America
North Carolina
+$6.85M

Top Sellers

1 -$39.1M
2 -$28.6M
3 -$12.6M
4
FFA
First Foundation Advisors
California
-$11.7M
5
Jane Street
Jane Street
New York
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$348K
WA
77
Waddell & Associates
Tennessee
$338K
NP
78
NorthRock Partners
Minnesota
$288K
LWP
79
Laurel Wealth Planning
Minnesota
$278K
GWMR
80
GC Wealth Management RIA
Massachusetts
$275K
HF
81
HRT Financial
New York
$274K
PWM
82
Parkshore Wealth Management
California
$267K
CSIC
83
Clifford Swan Investment Counsel
California
$264K
CIA
84
Concurrent Investment Advisors
Florida
$249K
SPIA
85
Steward Partners Investment Advisory
New York
$245K
RFP
86
Root Financial Partners
California
$245K
TPWA
87
Twin Peaks Wealth Advisors
California
$242K
FF
88
Foronjy Financial
California
$238K
Corient Private Wealth
89
Corient Private Wealth
Florida
$233K
TF
90
TME Financial
California
$226K
PCS
91
Private Client Services
Kentucky
$213K
EC
92
Elequin Capital
New York
$211K
Comerica Bank
93
Comerica Bank
Texas
$201K
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$194K
FFA
95
Farther Finance Advisors
California
$194K
GRP
96
Global Retirement Partners
California
$185K
AAS
97
Ameritas Advisory Services
Nebraska
$174K
GI
98
GAMMA Investing
California
$173K
DWS
99
Dynamic Wealth Strategies
California
$167K
MM
100
Main Management
California
$113K