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Invesco California AMT-Free Municipal Bond ETF

111 hedge funds and large institutions have $552M 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, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-9
Holders Change %
-7.5%
% of All Funds
1.49%
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
39
Closed
19
Calls
$1.04M
Puts
$434K
Net Calls
+$605K
Net Calls Change
+$297K
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$48K
GSWM
102
Golden State Wealth Management
California
$42.5K
AG
103
AmeriFlex Group
Nevada
$34.9K
SAM
104
S.A. Mason
Michigan
$30.3K
EWA
105
EverSource Wealth Advisors
Alabama
$28.9K +$257 +11 +0.9%
FWM
106
FSA Wealth Management
Massachusetts
$13.8K +$13.8K +592 New
HI
107
Harbour Investments
Wisconsin
$9.5K
VCM
108
Versant Capital Management
Arizona
$8.64K
IA
109
IFP Advisors
Florida
$6.7K
PA
110
Parallel Advisors
California
$934
SAM
111
Smartleaf Asset Management
Massachusetts
$23
FTUS
112
Flow Traders U.S.
New York
-$1.76M -73,576 Closed
Cerity Partners
113
Cerity Partners
New York
-$1.65M -69,018 Closed
AF
114
Amara Financial
California
-$995K -41,735 Closed
VWM
115
Verus Wealth Management
Wisconsin
-$664K -27,838 Closed
BJL
116
Brighton Jones LLC
Washington
-$598K -25,059 Closed
TC
117
TownSquare Capital
Utah
-$482K -20,218 Closed
AAS
118
Ameritas Advisory Services
Nebraska
-$421K -17,404 Closed
WAP
119
Wealthcare Advisory Partners
Pennsylvania
-$411K -17,217 Closed
HF
120
HRT Financial
New York
-$341K -14,334 Closed
WA
121
Waverly Advisors
Alabama
-$727K -11,777 Closed
Charles Schwab
122
Charles Schwab
California
-$206K -8,656 Closed
WRPWM
123
Werba Rubin Papier Wealth Management
California
-$204K -8,566 Closed
NW
124
NewEdge Wealth
Pennsylvania
-$204K -8,564 Closed
M
125
MYeCFO
California
-$200K -8,400 Closed