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Invesco California AMT-Free Municipal Bond ETF

127 hedge funds and large institutions have $803M invested in Invesco California AMT-Free Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1% less funds holding

Funds holding: 128127 (-1)

3.1% less ownership

Funds ownership: 78.14%75.04% (-3.1%)

13% less capital invested

Capital invested by funds: $923M → $803M (-$120M)

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
47
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
101
Old Mission Capital
Illinois
$213K +$217K +8,938 New
PWM
102
Parkshore Wealth Management
California
$210K -$58.8K -2,427 -22%
PCS
103
Private Client Services
Kentucky
$205K +$1.96K +81 +1%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$201K -$775 -32 -0.4%
DWS
105
Dynamic Wealth Strategies
California
$116K -$21.6K -892 -16%
MM
106
Main Management
California
$107K -$3.95K -163 -4%
RFP
107
Root Financial Partners
California
$106K -$140K -5,797 -57%
BCWM
108
Bartlett & Co Wealth Management
Ohio
$90.7K
AIP
109
Ameritas Investment Partners
Nebraska
$89.9K +$11.3K +468 +14%
EWP
110
Elevation Wealth Partners
California
$74K +$703 +29 +0.9%
CFD
111
Creative Financial Designs
Indiana
$71.6K
AF
112
Align Financial
Minnesota
$70.2K -$1.65M -68,090 -96%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$67.1K +$61.6K +2,544 +953%
LFG
114
Larson Financial Group
Missouri
$63.3K
AG
115
AmeriFlex Group
Nevada
$50.7K +$509 +21 +1%
Simplex Trading
116
Simplex Trading
Illinois
$38K +$38.5K +1,591 New
EWA
117
EverSource Wealth Advisors
Alabama
$30.4K +$291 +12 +1%
AF
118
Abound Financial
California
$18K
GSWM
119
Golden State Wealth Management
California
$13K -$24.7K -1,021 -65%
VCM
120
Versant Capital Management
Arizona
$8.83K
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$6.06K +$6.15K +254 New
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$5.35K -$8.96K -370 -62%
AWM
123
AE Wealth Management
Kansas
$4.92K
CSC
124
Caldwell Sutter Capital
California
$2.39K +$2.42K +100 New
PA
125
Parallel Advisors
California
$955