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Invesco California AMT-Free Municipal Bond ETF

109 hedge funds and large institutions have $551M 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, 38 reducing their positions, and 19 closing their positions.

Holders
109
Holders Change
-11
Holders Change %
-9.17%
% of All Funds
1.46%
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
38
Closed
19
Calls
$1.04M
Puts
$434K
Net Calls
+$605K
Net Calls Change
+$297K
Name Market Value Shares Shares
Change
Shares
Change %
AG
101
AmeriFlex Group
Nevada
$34.9K 1,499
SAM
102
S.A. Mason
Michigan
$30.3K 1,300
EWA
103
EverSource Wealth Advisors
Alabama
$28.9K 1,238 +11 +0.9%
FWM
104
FSA Wealth Management
Massachusetts
$13.8K 592 +592 New
HI
105
Harbour Investments
Wisconsin
$9.5K 407
VCM
106
Versant Capital Management
Arizona
$8.64K 370
IA
107
IFP Advisors
Florida
$6.7K 287
PA
108
Parallel Advisors
California
$934 40
SAM
109
Smartleaf Asset Management
Massachusetts
$23 1
FTUS
110
Flow Traders U.S.
New York
-73,576 Closed
Cerity Partners
111
Cerity Partners
New York
-69,018 Closed
AF
112
Amara Financial
California
-41,735 Closed
VWM
113
Verus Wealth Management
Wisconsin
-27,838 Closed
BJL
114
Brighton Jones LLC
Washington
-25,059 Closed
TC
115
TownSquare Capital
Utah
-20,218 Closed
AAS
116
Ameritas Advisory Services
Nebraska
-17,404 Closed
WAP
117
Wealthcare Advisory Partners
Pennsylvania
-17,217 Closed
HF
118
HRT Financial
New York
-14,334 Closed
WA
119
Waverly Advisors
Alabama
-11,777 Closed
Charles Schwab
120
Charles Schwab
California
-8,656 Closed
WRPWM
121
Werba Rubin Papier Wealth Management
California
-8,566 Closed
NW
122
NewEdge Wealth
Pennsylvania
-8,564 Closed
M
123
MYeCFO
California
-8,400 Closed
BA
124
Bristlecone Advisors
Washington
-4,225 Closed
T
125
Tidemark
California
-838 Closed