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Invesco California AMT-Free Municipal Bond ETF

111 hedge funds and large institutions have $552M 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
Holders
111
Holders Change
-9
Holders Change %
-7.5%
% of All Funds
1.49%
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
39
Closed
19
Calls
$1.04M
Puts
$434K
Net Calls
+$605K
Net Calls Change
+$297K
Name Holding Trade Value Shares
Change
Shares
Change %
GI
76
GAMMA Investing
California
$283K -$177K -7,583 -38%
Kayne Anderson Rudnick Investment Management
77
Kayne Anderson Rudnick Investment Management
California
$266K +$266K +11,405 New
WWA
78
WCG Wealth Advisors
Nevada
$262K +$262K +11,204 New
PWM
79
Parkshore Wealth Management
California
$261K -$218K -9,358 -46%
CSIC
80
Clifford Swan Investment Counsel
California
$240K
SPIA
81
Steward Partners Investment Advisory
New York
$239K -$3.66K -157 -2%
RFP
82
Root Financial Partners
California
$239K +$239K +10,240 New
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$238K -$200K -8,532 -46%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$237K -$7.77M -333,069 -97%
TPWA
85
Twin Peaks Wealth Advisors
California
$234K
RF
86
Rossby Financial
Florida
$233K
SEP
87
Southland Equity Partners
Missouri
$232K
FF
88
Foronjy Financial
California
$230K +$230K +9,851 New
LWP
89
Laurel Wealth Planning
Minnesota
$228K -$12.6K -539 -5%
Corient Private Wealth
90
Corient Private Wealth
Florida
$227K +$227K +9,729 New
DWS
91
Dynamic Wealth Strategies
California
$227K -$573K -24,552 -72%
HIF
92
Hill Island Financial
Michigan
$207K +$607 +26 +0.3%
Comerica Bank
93
Comerica Bank
Texas
$196K
FFA
94
Farther Finance Advisors
California
$189K
MM
95
Main Management
California
$110K -$935 -40 -0.8%
BCWM
96
Bartlett & Co Wealth Management
Ohio
$87.5K +$54.1K +2,317 +162%
AIP
97
Ameritas Investment Partners
Nebraska
$75.6K +$350 +15 +0.5%
EWP
98
Elevation Wealth Partners
California
$70.4K +$607 +26 +0.9%
CFD
99
Creative Financial Designs
Indiana
$70K
LFG
100
Larson Financial Group
Missouri
$61.9K