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Invesco California AMT-Free Municipal Bond ETF

128 hedge funds and large institutions have $923M invested in Invesco California AMT-Free Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
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
RF
101
Rossby Financial
Florida
$239K
GI
102
GAMMA Investing
California
$233K
BZWA
103
Blue Zone Wealth Advisors
California
$229K
HF
104
HRT Financial
New York
$211K
PCS
105
Private Client Services
Kentucky
$205K
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$204K
EA
107
Eclectic Associates
California
$202K
TRCT
108
Tower Research Capital (TRC)
New York
$163K
DWS
109
Dynamic Wealth Strategies
California
$139K
MM
110
Main Management
California
$112K
BCWM
111
Bartlett & Co Wealth Management
Ohio
$90.5K
AIP
112
Ameritas Investment Partners
Nebraska
$79.7K
EWP
113
Elevation Wealth Partners
California
$74.2K
CFD
114
Creative Financial Designs
Indiana
$72.5K
LFG
115
Larson Financial Group
Missouri
$64K
AG
116
AmeriFlex Group
Nevada
$50.8K
GSWM
117
Golden State Wealth Management
California
$37.8K
EWA
118
EverSource Wealth Advisors
Alabama
$30.4K
NL
119
Navalign LLC
California
$26.8K
AF
120
Abound Financial
California
$18.2K
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$14.4K
AC
122
AlphaCore Capital
California
$9.63K
VCM
123
Versant Capital Management
Arizona
$8.94K
Comerica Bank
124
Comerica Bank
Texas
$7.25K
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$6.45K