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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
Wealthfront Advisers
1
Wealthfront Advisers
California
$416M -$24.8M -1,024,382 -6%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$70.2M +$3.49M +144,192 +5%
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$45.7M +$3.95M +163,109 +9%
MMA
4
Miracle Mile Advisors
California
$29.6M +$1.05M +43,337 +4%
SC
5
Syon Capital
California
$28.8M -$2.03M -83,740 -6%
Bank of America
6
Bank of America
North Carolina
$25.1M +$2.35M +96,820 +10%
GC
7
Guggenheim Capital
Illinois
$20.5M +$4.91M +202,648 +31%
EWA
8
EP Wealth Advisors
California
$17.9M +$339K +13,992 +2%
LPL Financial
9
LPL Financial
California
$15.1M +$893K +36,860 +6%
Morgan Stanley
10
Morgan Stanley
New York
$14M +$957K +39,519 +7%
FFA
11
First Foundation Advisors
California
$9.05M +$1.22M +50,378 +15%
PFA
12
Pure Financial Advisors
California
$6.48M -$506K -20,895 -7%
Wells Fargo
13
Wells Fargo
California
$5.59M +$361K +14,898 +7%
JP Morgan Chase
14
JP Morgan Chase
New York
$5.23M -$229K -9,460 -4%
RSWM
15
Robertson Stephens Wealth Management
California
$4.75M +$3.55M +146,509 +280%
FAT
16
First American Trust
California
$4.23M -$2.1M -86,593 -33%
BPA
17
Beacon Pointe Advisors
California
$3.7M +$3.75M +154,995 New
EWM
18
Elmwood Wealth Management
California
$3.39M +$321K +13,237 +10%
Mariner
19
Mariner
Kansas
$3.36M -$568K -23,430 -14%
CA
20
Chatterton & Associates
California
$3.21M +$970K +40,031 +43%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.96M +$1.03M +42,489 +52%
KeyBank National Association
22
KeyBank National Association
Ohio
$2.94M +$378K +15,606 +15%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$2.85M +$1.05M +43,159 +56%
IWC
24
Integrated Wealth Concepts
Massachusetts
$2.38M +$1.5M +61,973 +164%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$2.21M -$8.6K -355 -0.4%