We are live on ! Find out more
PWZ icon

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
Wealthfront Advisers
1
Wealthfront Advisers
California
$445M -$11.4M -470,677 -2%
AF
2
Align Financial
Minnesota
$71M +$1.72M +71,030 New
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$67.5M +$13.5M +556,461 +25%
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$42.3M +$413K +17,061 +1%
SWP
5
Stratos Wealth Partners
Ohio
$31.8M +$354K +14,616 +1%
SC
6
Syon Capital
California
$31.1M -$204K -8,424 -0.6%
MMA
7
Miracle Mile Advisors
California
$28.9M -$4.29M -177,074 -13%
Bank of America
8
Bank of America
North Carolina
$23.1M -$692K -28,587 -3%
EWA
9
EP Wealth Advisors
California
$17.8M +$17.9M +737,566 New
GC
10
Guggenheim Capital
Illinois
$15.8M +$5.03M +207,769 +47%
LPL Financial
11
LPL Financial
California
$14.4M +$157K +6,477 +1%
Morgan Stanley
12
Morgan Stanley
New York
$13.3M -$193K -7,965 -1%
FFA
13
First Foundation Advisors
California
$7.95M -$3.27M -134,891 -29%
PFA
14
Pure Financial Advisors
California
$7.07M +$42.2K +1,744 +0.6%
FAT
15
First American Trust
California
$6.37M -$487K -20,119 -7%
JP Morgan Chase
16
JP Morgan Chase
New York
$5.53M -$77.4K -3,195 -1%
Jane Street
17
Jane Street
New York
$5.43M -$2.58M -106,468 -32%
Wells Fargo
18
Wells Fargo
California
$5.3M -$528K -21,804 -9%
Mariner
19
Mariner
Kansas
$3.96M +$569K +23,489 +17%
EWM
20
Elmwood Wealth Management
California
$3.11M +$104K +4,311 +3%
KeyBank National Association
21
KeyBank National Association
Ohio
$2.59M +$10.5K +433 +0.4%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$2.41M +$536K +22,146 +29%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$2.25M +$719K +29,714 +47%
CA
24
Chatterton & Associates
California
$2.23M +$2.24M +92,381 New
SW
25
SteelPeak Wealth
California
$2.1M -$144K -5,933 -6%