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Invesco California AMT-Free Municipal Bond ETF

127 hedge funds and large institutions have $803M invested in Invesco California AMT-Free Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1% less funds holding

Funds holding: 128127 (-1)

3.1% less ownership

Funds ownership: 78.14%75.04% (-3.1%)

13% less capital invested

Capital invested by funds: $923M → $803M (-$120M)

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
47
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
76
Apella Capital
Connecticut
$363K
Betterment LLC
77
Betterment LLC
New York
$338K -$945 -39 -0.3%
WA
78
Waddell & Associates
Tennessee
$337K
AssetMark Inc
79
AssetMark Inc
California
$336K +$1.5K +62 +0.4%
VT
80
Vise Technologies
New York
$330K
SAI
81
Savvy Advisors Inc
New York
$324K -$41.6K -1,717 -11%
WIM
82
WealthPlan Investment Management
Nebraska
$315K -$108K -4,451 -25%
CC
83
Climber Capital
Switzerland
$301K -$91.5K -3,775 -23%
TF
84
TME Financial
California
$293K +$27.3K +1,127 +10%
NP
85
NorthRock Partners
Minnesota
$287K
SPIA
86
Steward Partners Investment Advisory
New York
$278K +$33.9K +1,400 +14%
LWP
87
Laurel Wealth Planning
Minnesota
$277K
Stifel Financial
88
Stifel Financial
Missouri
$272K +$276K +11,386 New
CSIC
89
Clifford Swan Investment Counsel
California
$264K
AAS
90
Ameritas Advisory Services
Nebraska
$257K +$261K +10,754 New
CIA
91
Concurrent Investment Advisors
Florida
$248K
TPWA
92
Twin Peaks Wealth Advisors
California
$241K
GWP
93
Gateway Wealth Partners
Wisconsin
$239K +$242K +10,000 New
RF
94
Rossby Financial
Florida
$237K
FF
95
Foronjy Financial
California
$234K -$3.54K -146 -1%
SWP
96
Stratos Wealth Partners
Ohio
$224K -$31.7M -1,308,137 -99%
APFP
97
Action Point Financial Planning
Michigan
$224K +$227K +9,384 New
WS
98
Wedbush Securities
California
$223K +$227K +9,350 New
CBU
99
CIBC Bancorp USA
Illinois
$221K +$224K +9,239 New
IWM
100
IHT Wealth Management
Illinois
$216K +$219K +9,030 New