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Invesco California AMT-Free Municipal Bond ETF

126 hedge funds and large institutions have $915M invested in Invesco California AMT-Free Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
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
BPWM
76
BCS Private Wealth Management
New Jersey
$483K
WSWA
77
Warren Street Wealth Advisors
California
$478K
WIM
78
WealthPlan Investment Management
Nebraska
$427K
GWS
79
Greykasell Wealth Strategies
California
$413K
CC
80
Climber Capital
Switzerland
$396K
SAI
81
Savvy Advisors Inc
New York
$369K
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$363K
AC
83
Apella Capital
Connecticut
$359K
APP
84
Avantax Planning Partners
Iowa
$358K
Betterment LLC
85
Betterment LLC
New York
$343K
WA
86
Waddell & Associates
Tennessee
$341K
AssetMark Inc
87
AssetMark Inc
California
$339K
VT
88
Vise Technologies
New York
$330K
NP
89
NorthRock Partners
Minnesota
$291K
LWP
90
Laurel Wealth Planning
Minnesota
$280K
PWM
91
Parkshore Wealth Management
California
$272K
TF
92
TME Financial
California
$269K
CSIC
93
Clifford Swan Investment Counsel
California
$267K
CIA
94
Concurrent Investment Advisors
Florida
$251K
SPIA
95
Steward Partners Investment Advisory
New York
$248K
RFP
96
Root Financial Partners
California
$247K
TPWA
97
Twin Peaks Wealth Advisors
California
$246K
FF
98
Foronjy Financial
California
$240K
RF
99
Rossby Financial
Florida
$239K
GI
100
GAMMA Investing
California
$233K