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Invesco California AMT-Free Municipal Bond ETF
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Overview Fund Activity

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
Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
36
Reduced
39
Closed
7
Calls
$308K
Puts
–
Net Calls
+$308K
Net Calls Change
+$101K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.19M
2
SWP
Stratos Wealth Partners
Ohio
+$7.57M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.53M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.36M
5
FAT
First American Trust
California
+$2.72M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$12.4M
2
FFA
First Foundation Advisors
California
-$5.66M
3
Mariner
Mariner
Kansas
-$2.28M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.27M
5
SC
Syon Capital
California
-$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
101
Bristlecone Advisors
Washington
$101K +$2.98K +125 +3%
AIP
102
Ameritas Investment Partners
Nebraska
$76.9K -$1.55K -65 -2%
CFD
103
Creative Financial Designs
Indiana
$71.6K – – –
EWP
104
Elevation Wealth Partners
California
$71.4K +$596 +25 +0.8%
LFG
105
Larson Financial Group
Missouri
$63.2K – – –
US Bancorp
106
US Bancorp
Minnesota
$49K – – –
GSWM
107
Golden State Wealth Management
California
$43.4K -$2.05K -86 -5%
AG
108
AmeriFlex Group
Nevada
$35.8K – – –
BCWM
109
Bartlett & Co Wealth Management
Ohio
$34.1K – – –
SAM
110
S.A. Mason
Michigan
$31K -$2.39K -100 -7%
EWA
111
EverSource Wealth Advisors
Alabama
$29.3K +$29.3K +1,227 New
T
112
Tidemark
California
$20K +$24 +1 +0.1%
AF
113
Abound Financial
California
$18K +$18K +754 New
HI
114
Harbour Investments
Wisconsin
$9.71K +$9.71K +407 New
EC
115
Elequin Capital
New York
$9.68K +$9.68K +406 New
VCM
116
Versant Capital Management
Arizona
$8.83K – – –
IA
117
IFP Advisors
Florida
$6.85K – – –
PA
118
Parallel Advisors
California
$954 +$954 +40 New
KGP
119
Keystone Global Partners
Colorado
$24 +$24 +1 New
SAM
120
Smartleaf Asset Management
Massachusetts
$23 – – –
OMC
121
Old Mission Capital
Illinois
– -$539K -21,831 Closed
NA
122
NewEdge Advisors
Louisiana
– -$398K -16,111 Closed
CCWA
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$255K -10,326 Closed
Corient Private Wealth
124
Corient Private Wealth
Florida
– -$240K -9,729 Closed
SIG
125
Spinnaker Investment Group
California
– -$201K -8,151 Closed
2 3 4
5
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