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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

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $835M → $923M (+$87.2M)

8% more funds holding

Funds holding: 119128 (+9)

2.05% more ownership

Funds ownership: 76.09%78.14% (+2%)

8% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 40

Holders
128
Holders Change
+9
Holders Change %
+7.56%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
43
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RF
101
Rossby Financial
Florida
$239K +$240K +9,893 New
GI
102
GAMMA Investing
California
$233K +$58.4K +2,412 +33%
BZWA
103
Blue Zone Wealth Advisors
California
$229K +$229K +9,459 New
HF
104
HRT Financial
New York
$211K -$65.5K -2,707 -24%
PCS
105
Private Client Services
Kentucky
$205K -$10K -413 -5%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$204K +$8.09K +334 +4%
EA
107
Eclectic Associates
California
$202K +$203K +8,381 New
TRCT
108
Tower Research Capital (TRC)
New York
$163K +$163K +6,734 New
DWS
109
Dynamic Wealth Strategies
California
$139K -$30.4K -1,257 -18%
MM
110
Main Management
California
$112K -$1.55K -64 -1%
BCWM
111
Bartlett & Co Wealth Management
Ohio
$90.5K
AIP
112
Ameritas Investment Partners
Nebraska
$79.7K -$920 -38 -1%
EWP
113
Elevation Wealth Partners
California
$74.2K +$678 +28 +0.9%
CFD
114
Creative Financial Designs
Indiana
$72.5K
LFG
115
Larson Financial Group
Missouri
$64K
AG
116
AmeriFlex Group
Nevada
$50.8K -$21.7K -895 -30%
GSWM
117
Golden State Wealth Management
California
$37.8K -$2.42K -100 -6%
EWA
118
EverSource Wealth Advisors
Alabama
$30.4K +$266 +11 +0.9%
NL
119
Navalign LLC
California
$26.8K +$26.9K +1,110 New
AF
120
Abound Financial
California
$18.2K +$18.3K +754 New
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$14.4K +$9.64K +398 +203%
AC
122
AlphaCore Capital
California
$9.63K +$9.64K +398 New
VCM
123
Versant Capital Management
Arizona
$8.94K
Comerica Bank
124
Comerica Bank
Texas
$7.25K -$196K -8,095 -96%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$6.45K +$4.99K +206 +338%