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Invesco California AMT-Free Municipal Bond ETF

127 hedge funds and large institutions have $916M 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
127
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
GI
101
GAMMA Investing
California
$233K
BZWA
102
Blue Zone Wealth Advisors
California
$229K
HF
103
HRT Financial
New York
$211K
PCS
104
Private Client Services
Kentucky
$205K
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$204K
EA
106
Eclectic Associates
California
$202K
TRCT
107
Tower Research Capital (TRC)
New York
$163K
DWS
108
Dynamic Wealth Strategies
California
$139K
MM
109
Main Management
California
$112K
BCWM
110
Bartlett & Co Wealth Management
Ohio
$90.5K
AIP
111
Ameritas Investment Partners
Nebraska
$79.7K
EWP
112
Elevation Wealth Partners
California
$74.2K
CFD
113
Creative Financial Designs
Indiana
$72.5K
LFG
114
Larson Financial Group
Missouri
$64K
AG
115
AmeriFlex Group
Nevada
$50.8K
GSWM
116
Golden State Wealth Management
California
$37.8K
EWA
117
EverSource Wealth Advisors
Alabama
$30.4K
NL
118
Navalign LLC
California
$26.8K
AF
119
Abound Financial
California
$18.2K
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$14.4K
AC
121
AlphaCore Capital
California
$9.63K
VCM
122
Versant Capital Management
Arizona
$8.94K
Comerica Bank
123
Comerica Bank
Texas
$7.25K
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$6.45K
AWM
125
AE Wealth Management
Kansas
$4.98K