PWZ icon

Invesco California AMT-Free Municipal Bond ETF
PWZ

Overview Fund Activity

69 hedge funds and large institutions have $348M invested in Invesco California AMT-Free Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
69
Holders Change
–
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.9M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$3.06M
3
SW
3
SteelPeak Wealth
California
$3.98M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$7.13M
5
CSIA
5
Charles Schwab Investment Advisory
California
$225M

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.8M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$12.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
26
Miracle Mile Advisors
California
$705K +$18.5K +747 +3%
AAS
27
Avantax Advisory Services
Texas
$673K +$86.2K +3,479 +15%
Fisher Asset Management
28
Fisher Asset Management
Washington
$644K – – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
$607K -$53K -2,139 -8%
FWA
30
FOCUS Wealth Advisors
Texas
$528K -$4.95K -200 -0.9%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$505K -$4.39K -177 -0.9%
ACI
32
Alpha Cubed Investments
California
$441K – – –
MWM
33
Mission Wealth Management
California
$423K +$2.97K +120 +0.7%
SM
34
Sweeney & Michel
California
$394K +$394K +16,000 New
MCM
35
Mattern Capital Management
Colorado
$386K +$12.3K +496 +3%
JBA
36
Johnson Bixby & Associates
Washington
$383K +$2.68K +108 +0.7%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$371K -$10.7K -432 -3%
BRWA
38
B. Riley Wealth Advisors
Florida
$360K -$308K -12,435 -46%
WA
39
Waddell & Associates
Tennessee
$350K – – –
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$345K -$64.7K -2,610 -16%
GRP
41
Global Retirement Partners
California
$344K +$619 +25 +0.2%
BC
42
Brio Consultants
California
$341K +$297 +12 +0.1%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$334K +$96.7K +3,902 +41%
CAN
44
Cetera Advisor Networks
California
$328K +$817 +33 +0.2%
APP
45
Avantax Planning Partners
Iowa
$304K -$5.03K -203 -2%
Cerity Partners
46
Cerity Partners
New York
$297K +$297K +11,980 New
PIA
47
Perennial Investment Advisors
California
$265K +$265K +10,699 New
Creative Planning
48
Creative Planning
Kansas
$260K – – –
FFA
49
First Foundation Advisors
California
$256K +$256K +10,353 New
Wealthfront Advisers
50
Wealthfront Advisers
California
$242K +$242K +9,769 New
1
2
3 4