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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
ACA
126
Aptus Capital Advisors
Alabama
$406 +$412 +17 New
SAM
127
Smartleaf Asset Management
Massachusetts
$24
HWAM
128
Hennion & Walsh Asset Management
New Jersey
-$2.41M -99,712 Closed
Northern Trust
129
Northern Trust
Illinois
-$1.75M -72,628 Closed
SG
130
StoneX Group
New York
-$1.73M -71,743 Closed
EC
131
Elequin Capital
New York
-$1.47M -60,957 Closed
Goldman Sachs
132
Goldman Sachs
New York
-$1.09M -45,193 Closed
Citadel Advisors
133
Citadel Advisors
Florida
-$998K -41,304 Closed
FA
134
FF Advisors
California
-$628K -25,990 Closed
AWM
135
Axxcess Wealth Management
California
-$592K -24,488 Closed
WPC
136
Wedmont Private Capital
Pennsylvania
-$502K -20,689 Closed
GI
137
GAMMA Investing
California
-$233K -9,642 Closed
BZWA
138
Blue Zone Wealth Advisors
California
-$229K -9,459 Closed
HF
139
HRT Financial
New York
-$211K -8,750 Closed
EA
140
Eclectic Associates
California
-$202K -8,381 Closed
TRCT
141
Tower Research Capital (TRC)
New York
-$163K -6,734 Closed
NL
142
Navalign LLC
California
-$26.8K -1,110 Closed
AC
143
AlphaCore Capital
California
-$9.63K -398 Closed