PWZ icon

Invesco California AMT-Free Municipal Bond ETF
PWZ

Overview Fund Activity

70 hedge funds and large institutions have $246M invested in Invesco California AMT-Free Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$5.05M
2
Ameriprise
Ameriprise
Minnesota
$6.96M
3
Morgan Stanley
Morgan Stanley
New York
$10.3M
4
Bank of America
Bank of America
North Carolina
$10.5M
5
BC
Brio Consultants
California
$7.39M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Jane Street
Jane Street
New York
$8.85M
3
CSIA
Charles Schwab Investment Advisory
California
$147M
4
JWCA
J.W. Cole Advisors
Florida
$0
5
FTUS
Flow Traders U.S.
New York
$272K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$591K -$198K -7,077 -25%
FWA
27
FOCUS Wealth Advisors
Texas
$567K +$567K +20,255 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$532K +$532K +19,016 New
DWM
29
Destination Wealth Management
California
$527K +$33.3K +1,189 +7%
FCA
30
FLC Capital Advisors
California
$520K – – –
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$516K – – –
GCA
32
Gradient Capital Advisors
California
$486K – – –
IP
33
Intellectus Partners
California
$474K +$2.38K +85 +0.5%
BCI
34
Brinker Capital Investments
Pennsylvania
$467K -$533K -19,026 -53%
JBA
35
Johnson Bixby & Associates
Washington
$410K +$410K +14,628 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$390K -$35.9K -1,282 -8%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$358K -$161K -5,762 -31%
PWM
38
Paulson Wealth Management
Illinois
$328K +$105K +3,759 +47%
A
39
AdvicePeriod
California
$322K – – –
Charles Schwab
40
Charles Schwab
California
$308K +$308K +11,000 New
HAS
41
HBW Advisory Services
California
$299K +$476 +17 +0.2%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$297K +$121K +4,307 +69%
HCIA
43
Hochman Cole Investment Advisors
Illinois
$287K +$1.37K +49 +0.5%
GRP
44
Global Retirement Partners
California
$285K – – –
FTUS
45
Flow Traders U.S.
New York
$272K -$900K -32,090 -77%
OWA
46
One Wealth Advisors
California
$246K +$246K +8,779 New
MAFM
47
Mid Atlantic Financial Management
Pennsylvania
$238K -$59.2K -2,114 -20%
RFA
48
Reilly Financial Advisors
California
$227K – – –
EWF
49
Epstein & White Financial
California
$227K +$84 +3 +0%
CWS
50
Cypress Wealth Services
California
$226K +$226K +8,087 New
1
2
3