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Invesco California AMT-Free Municipal Bond ETF

128 hedge funds and large institutions have $923M invested in Invesco California AMT-Free Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
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
Name Holding Trade Value Shares
Change
Change in
Stake
SM
76
Sweeney & Michel
California
$485K
HIF
77
Hill Island Financial
Michigan
$484K
BPWM
78
BCS Private Wealth Management
New Jersey
$483K
WSWA
79
Warren Street Wealth Advisors
California
$478K
WIM
80
WealthPlan Investment Management
Nebraska
$427K
GWS
81
Greykasell Wealth Strategies
California
$413K
CC
82
Climber Capital
Switzerland
$396K
SAI
83
Savvy Advisors Inc
New York
$369K
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$363K
AC
85
Apella Capital
Connecticut
$359K
APP
86
Avantax Planning Partners
Iowa
$358K
Betterment LLC
87
Betterment LLC
New York
$343K
WA
88
Waddell & Associates
Tennessee
$341K
AssetMark Inc
89
AssetMark Inc
California
$339K
VT
90
Vise Technologies
New York
$330K
NP
91
NorthRock Partners
Minnesota
$291K
LWP
92
Laurel Wealth Planning
Minnesota
$280K
PWM
93
Parkshore Wealth Management
California
$272K
TF
94
TME Financial
California
$269K
CSIC
95
Clifford Swan Investment Counsel
California
$267K
CIA
96
Concurrent Investment Advisors
Florida
$251K
SPIA
97
Steward Partners Investment Advisory
New York
$248K
RFP
98
Root Financial Partners
California
$247K
TPWA
99
Twin Peaks Wealth Advisors
California
$246K
FF
100
Foronjy Financial
California
$240K