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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

120 hedge funds and large institutions have $473M invested in Invesco California AMT-Free Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
36
Reduced
39
Closed
7
Calls
$308K
Puts
–
Net Calls
+$308K
Net Calls Change
+$101K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.19M
2
SWP
Stratos Wealth Partners
Ohio
+$7.57M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.53M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.36M
5
FAT
First American Trust
California
+$2.72M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$12.4M
2
FFA
First Foundation Advisors
California
-$5.66M
3
Mariner
Mariner
Kansas
-$2.28M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.27M
5
SC
Syon Capital
California
-$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$466K +$466K +19,533 New
TF
77
TME Financial
California
$460K -$15.4K -646 -3%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$446K -$27K -1,133 -6%
AAS
79
Ameritas Advisory Services
Nebraska
$421K – – –
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$411K -$6.87K -288 -2%
AAS
81
Avantax Advisory Services
Texas
$396K – – –
HF
82
HRT Financial
New York
$341K +$73.4K +3,084 +27%
WA
83
Waddell & Associates
Tennessee
$337K – – –
CC
84
Climber Capital
Switzerland
$336K – – –
Jones Financial Companies
85
Jones Financial Companies
Missouri
$323K +$106K +4,448 +49%
Osaic Holdings
86
Osaic Holdings
Arizona
$300K -$1.27M -53,187 -81%
SPIA
87
Steward Partners Investment Advisory
New York
$248K – – –
CSIC
88
Clifford Swan Investment Counsel
California
$246K +$246K +10,300 New
LWP
89
Laurel Wealth Planning
Minnesota
$245K – – –
SEP
90
Southland Equity Partners
Missouri
$237K – – –
TPWA
91
Twin Peaks Wealth Advisors
California
$235K – – –
RF
92
Rossby Financial
Florida
$234K – – –
HIF
93
Hill Island Financial
Michigan
$211K +$1.74K +73 +0.8%
Charles Schwab
94
Charles Schwab
California
$206K -$4.29K -180 -2%
WRPWM
95
Werba Rubin Papier Wealth Management
California
$204K +$204K +8,566 New
NW
96
NewEdge Wealth
Pennsylvania
$204K – – –
M
97
MYeCFO
California
$200K – – –
Comerica Bank
98
Comerica Bank
Texas
$200K – – –
FFA
99
Farther Finance Advisors
California
$195K – – –
MM
100
Main Management
California
$113K -$3K -126 -3%
2 3
4
5 6