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Invesco California AMT-Free Municipal Bond ETF

120 hedge funds and large institutions have $473M invested in Invesco California AMT-Free Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$308K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
101
Bristlecone Advisors
Washington
$101K
AIP
102
Ameritas Investment Partners
Nebraska
$76.9K
CFD
103
Creative Financial Designs
Indiana
$71.5K
EWP
104
Elevation Wealth Partners
California
$71.4K
LFG
105
Larson Financial Group
Missouri
$63.2K
US Bancorp
106
US Bancorp
Minnesota
$49K
GSWM
107
Golden State Wealth Management
California
$43.4K
AG
108
AmeriFlex Group
Nevada
$35.8K
BCWM
109
Bartlett & Co Wealth Management
Ohio
$34.1K
SAM
110
S.A. Mason
Michigan
$31K
EWA
111
EverSource Wealth Advisors
Alabama
$29.3K
T
112
Tidemark
California
$20K
AF
113
Abound Financial
California
$18K
HI
114
Harbour Investments
Wisconsin
$9.71K
EC
115
Elequin Capital
New York
$9.68K
VCM
116
Versant Capital Management
Arizona
$8.82K
IA
117
IFP Advisors
Florida
$6.84K
PA
118
Parallel Advisors
California
$954
KGP
119
Keystone Global Partners
Colorado
$24
SAM
120
Smartleaf Asset Management
Massachusetts
$23
OMC
121
Old Mission Capital
Illinois
NA
122
NewEdge Advisors
Louisiana
CCWA
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
Corient Private Wealth
124
Corient Private Wealth
Florida
SIG
125
Spinnaker Investment Group
California