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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
13% less capital invested
Capital invested by funds: $923M → $803M (-$120M)
Holders
127
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$4.91M | |
| 2 | +$3.95M | |
| 3 | +$3.75M | |
| 4 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$3.55M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.49M |
Top Sellers
| 1 | -$31.7M | |
| 2 | -$24.8M | |
| 3 | -$3.35M | |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$2.41M |
| 5 |
FAT
First American Trust
Santa Ana,
California
|
-$2.1M |
