PWZ icon

Invesco California AMT-Free Municipal Bond ETF

118 hedge funds and large institutions have $835M invested in Invesco California AMT-Free Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
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

Top Buyers

1 +$329M
2 +$13.7M
3 +$12.3M
4
Goldman Sachs
Goldman Sachs
New York
+$11.1M
5
Bank of America
Bank of America
North Carolina
+$6.85M

Top Sellers

1 -$39.1M
2 -$28.6M
3 -$12.6M
4
FFA
First Foundation Advisors
California
-$11.7M
5
Jane Street
Jane Street
New York
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
101
Bartlett & Co Wealth Management
Ohio
$89.6K
AIP
102
Ameritas Investment Partners
Nebraska
$79.8K
EWP
103
Elevation Wealth Partners
California
$72.8K
CFD
104
Creative Financial Designs
Indiana
$71.8K
AG
105
AmeriFlex Group
Nevada
$71.7K
LFG
106
Larson Financial Group
Missouri
$63.4K
US Bancorp
107
US Bancorp
Minnesota
$49.2K
GSWM
108
Golden State Wealth Management
California
$39.8K
EWA
109
EverSource Wealth Advisors
Alabama
$29.9K
FWM
110
FSA Wealth Management
Massachusetts
$14.2K
HI
111
Harbour Investments
Wisconsin
$9.73K
WANY
112
Wealthspire Advisors (New York)
New York
$9.4K
VCM
113
Versant Capital Management
Arizona
$8.85K
AWM
114
AE Wealth Management
Kansas
$4.93K
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$4.69K
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$1.46K
PA
117
Parallel Advisors
California
$957
SAM
118
Smartleaf Asset Management
Massachusetts
$37
Stifel Financial
119
Stifel Financial
Missouri
Kayne Anderson Rudnick Investment Management
120
Kayne Anderson Rudnick Investment Management
California
WWA
121
WCG Wealth Advisors
Nevada
RF
122
Rossby Financial
Florida
SEP
123
Southland Equity Partners
Missouri
HIF
124
Hill Island Financial
Michigan
SAM
125
S.A. Mason
Michigan