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Invesco California AMT-Free Municipal Bond ETF

126 hedge funds and large institutions have $915M invested in Invesco California AMT-Free Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
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
BZWA
101
Blue Zone Wealth Advisors
California
$229K
HF
102
HRT Financial
New York
$211K
PCS
103
Private Client Services
Kentucky
$205K
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$204K
EA
105
Eclectic Associates
California
$202K
TRCT
106
Tower Research Capital (TRC)
New York
$163K
DWS
107
Dynamic Wealth Strategies
California
$139K
MM
108
Main Management
California
$112K
BCWM
109
Bartlett & Co Wealth Management
Ohio
$90.5K
AIP
110
Ameritas Investment Partners
Nebraska
$79.7K
EWP
111
Elevation Wealth Partners
California
$74.2K
CFD
112
Creative Financial Designs
Indiana
$72.5K
LFG
113
Larson Financial Group
Missouri
$64K
AG
114
AmeriFlex Group
Nevada
$50.8K
GSWM
115
Golden State Wealth Management
California
$37.8K
EWA
116
EverSource Wealth Advisors
Alabama
$30.4K
NL
117
Navalign LLC
California
$26.8K
AF
118
Abound Financial
California
$18.2K
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$14.4K
AC
120
AlphaCore Capital
California
$9.63K
VCM
121
Versant Capital Management
Arizona
$8.94K
Comerica Bank
122
Comerica Bank
Texas
$7.25K
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$6.45K
AWM
124
AE Wealth Management
Kansas
$4.98K
PA
125
Parallel Advisors
California
$966