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Invesco California AMT-Free Municipal Bond ETF

111 hedge funds and large institutions have $552M invested in Invesco California AMT-Free Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-9
Holders Change %
-7.5%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
35
Reduced
39
Closed
19
Calls
$1.04M
Puts
$434K
Net Calls
+$605K
Net Calls Change
+$297K
Name Holding Trade Value Shares
Change
Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$121M +$117M +5,024,737 +3,414%
MMA
2
Miracle Mile Advisors
California
$60M +$1.14M +48,895 +2%
SWP
3
Stratos Wealth Partners
Ohio
$42.7M +$871K +37,325 +2%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$38.9M +$5.31M +227,707 +16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$38.9M +$5.6M +239,883 +17%
SC
6
Syon Capital
California
$31.5M +$7.08M +303,478 +29%
GKWIM
7
Gerber Kawasaki Wealth & Investment Management
California
$28.5M -$2.17M -92,963 -7%
FFA
8
First Foundation Advisors
California
$22.2M -$3.79M -162,207 -15%
EWA
9
EP Wealth Advisors
California
$19.5M -$777K -33,310 -4%
Bank of America
10
Bank of America
North Carolina
$16.3M -$3.74M -160,338 -19%
Morgan Stanley
11
Morgan Stanley
New York
$14.4M -$548K -23,468 -4%
LPL Financial
12
LPL Financial
California
$13.6M +$97.7K +4,185 +0.7%
Jane Street
13
Jane Street
New York
$11.4M +$5.16M +220,948 +82%
PFA
14
Pure Financial Advisors
California
$7.11M +$5.69M +243,949 +403%
GC
15
Guggenheim Capital
Illinois
$6.59M +$2.64M +113,043 +67%
FAT
16
First American Trust
California
$6.12M -$1.46M -62,521 -19%
Wells Fargo
17
Wells Fargo
California
$5.21M -$2.4M -103,035 -32%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$3.86M -$5.48M -234,732 -59%
Mariner
19
Mariner
Kansas
$3.55M +$530K +22,728 +18%
AF
20
Allworth Financial
California
$3.14M -$1.2M -51,454 -28%
SW
21
SteelPeak Wealth
California
$2.81M +$180K +7,708 +7%
KeyBank National Association
22
KeyBank National Association
Ohio
$2.74M +$124K +5,331 +5%
UBS Group
23
UBS Group
Switzerland
$2.39M +$289K +12,402 +14%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.14M +$865K +37,069 +68%
BCI
25
Brinker Capital Investments
Pennsylvania
$2.02M -$144K -6,158 -7%