We are live on ! Find out more
PWZ icon

Invesco California AMT-Free Municipal Bond ETF
PWZ

80 hedge funds and large institutions have $399M invested in Invesco California AMT-Free Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

34% more capital invested

Capital invested by funds: $299M → $399M (+$100M)

10% more funds holding

Funds holding: 73 → 80 (+7)

9.53% more ownership

Funds ownership: 52.93% → 62.46% (+9.5%)

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
29
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$106M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.4M
3
AF
Allworth Financial
California
+$7.25M
4
Jane Street
Jane Street
New York
+$2.19M
5
Morgan Stanley
Morgan Stanley
New York
+$2.14M

Top Sellers

1
BC
Brio Consultants
California
-$6.12M
2
BRWA
B. Riley Wealth Advisors
Florida
-$2.88M
3
Wells Fargo
Wells Fargo
California
-$1.12M
4
OMC
Old Mission Capital
Illinois
-$955K
5
BCI
Brinker Capital Investments
Pennsylvania
-$831K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$817K -$149K -5,546 -15%
SC
27
Seldon Capital
California
$809K -$369K -13,739 -30%
Creative Planning
28
Creative Planning
Kansas
$767K +$800K +29,753 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$754K +$75.4K +2,803 +11%
AA
30
Apriem Advisors
California
$716K -$86K -3,200 -10%
WP
31
WealthSource Partners
California
$714K +$428K +15,902 +135%
SI
32
SimpliFi Inc
California
$656K +$125K +4,646 +22%
LNC
33
Lincoln National Corp
Pennsylvania
$648K +$23K +857 +4%
PFA
34
Pure Financial Advisors
California
$641K +$668K +24,827 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$622K -$100K -3,721 -13%
BRWA
36
B. Riley Wealth Advisors
Florida
$599K -$2.88M -106,976 -82%
DWM
37
Destination Wealth Management
California
$556K -$158K -5,889 -21%
JCA
38
January Capital Advisors
California
$556K +$94.9K +3,530 +18%
Betterment LLC
39
Betterment LLC
New York
$556K +$579K +21,533 New
FWA
40
FOCUS Wealth Advisors
Texas
$548K +$22.6K +840 +4%
BCI
41
Brinker Capital Investments
Pennsylvania
$530K -$831K -30,915 -60%
EWA
42
EP Wealth Advisors
California
$475K +$495K +18,424 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$468K +$115K +4,282 +31%
ACI
44
Alpha Cubed Investments
California
$459K – – –
TWM
45
TriaGen Wealth Management
California
$459K +$478K +17,773 New
GRP
46
Global Retirement Partners
California
$441K +$486K +18,067 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$417K +$435K +16,172 New
CAN
48
Cetera Advisor Networks
California
$401K +$1.48K +55 +0.4%
MCM
49
Mattern Capital Management
Colorado
$401K +$139K +5,173 +50%
JBA
50
Johnson Bixby & Associates
Washington
$388K +$2.21K +82 +0.5%
1
2
3 4

PWZ Hedge Fund Activity: Q1 2022 in Review

80 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco California AMT-Free Municipal Bond ETF (PWZ) for Q1 2022, worth a combined $399M — up 34% from $299M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PWZ positions and 8 closed out — a net gain of 9 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $106M. The largest seller was Brio Consultants, cutting an estimated $6.12M.

  • 80 institutional investors held Invesco California AMT-Free Municipal Bond ETF (PWZ) as of Q1 2022, up from 73 in Q4 2021.
  • Funds reported $399M of Invesco California AMT-Free Municipal Bond ETF stock for Q1 2022, up 34% quarter-over-quarter.
  • 17 funds opened new Invesco California AMT-Free Municipal Bond ETF positions in Q1 2022 and 8 closed out, a net change of +9 holders.
  • The largest Invesco California AMT-Free Municipal Bond ETF buyer in Q1 2022 was Charles Schwab Investment Advisory, an estimated $106M added.
  • The largest Invesco California AMT-Free Municipal Bond ETF seller in Q1 2022 was Brio Consultants, an estimated $6.12M sold.

Based on aggregated 13F filings for Q1 2022.