We are live on ! Find out more
PWZ icon

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

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $835M → $923M (+$87.2M)

8% more funds holding

Funds holding: 119128 (+9)

2.05% more ownership

Funds ownership: 76.09%78.14% (+2%)

8% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 40

Holders
128
Holders Change
+9
Holders Change %
+7.56%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
43
Reduced
40
Closed
11
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 +$485K +20,039 New
BPWM
78
BCS Private Wealth Management
New Jersey
$483K
WSWA
79
Warren Street Wealth Advisors
California
$478K
WIM
80
WealthPlan Investment Management
Nebraska
$427K -$31.1K -1,283 -7%
GWS
81
Greykasell Wealth Strategies
California
$413K -$251K -10,369 -38%
CC
82
Climber Capital
Switzerland
$396K +$397K +16,395 New
SAI
83
Savvy Advisors Inc
New York
$369K -$50.2K -2,073 -12%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$363K +$10.7K +443 +3%
AC
85
Apella Capital
Connecticut
$359K +$360K +14,879 New
APP
86
Avantax Planning Partners
Iowa
$358K -$10.5K -435 -3%
Betterment LLC
87
Betterment LLC
New York
$343K +$344K +14,204 New
WA
88
Waddell & Associates
Tennessee
$341K
AssetMark Inc
89
AssetMark Inc
California
$339K +$339K +14,014 New
VT
90
Vise Technologies
New York
$330K +$331K +13,674 New
NP
91
NorthRock Partners
Minnesota
$291K
LWP
92
Laurel Wealth Planning
Minnesota
$280K
PWM
93
Parkshore Wealth Management
California
$272K +$1.67K +69 +0.6%
TF
94
TME Financial
California
$269K +$41.1K +1,699 +18%
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 -$387 -16 -0.2%