PWZ icon

Invesco California AMT-Free Municipal Bond ETF
PWZ

Overview Fund Activity

89 hedge funds and large institutions have $628M invested in Invesco California AMT-Free Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
89
Holders Change
+13
Holders Change %
+17.11%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
27
Reduced
26
Closed
7
Calls
–
Puts
$25K
Net Calls
-$25K
Net Calls Change
-$25K

Top Buyers

1
Jane Street
1
Jane Street
New York
$85.1M
2
EWA
2
EP Wealth Advisors
California
$19.9M
3
Bank of America
3
Bank of America
North Carolina
$28.2M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$11.2M
5
Wells Fargo
5
Wells Fargo
California
$17.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$245M
2
BWM
2
Boyd Wealth Management
California
$397K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.64M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.49M
5
SW
5
SteelPeak Wealth
California
$2.17M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$2.05M 81,896 +4,024 +5%
PFA
27
Pure Financial Advisors
California
$1.93M 77,222 -58,245 -43%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.79M 71,698 -40,333 -36%
MWM
29
McNaughton Wealth Management
California
$1.72M 68,755 +10,774 +19%
PFS
30
Prospera Financial Services
Texas
$1.7M 68,081 -2,489 -4%
JSW
31
Journey Strategic Wealth
New Jersey
$1.68M 67,296 +67,296 New
KeyBank National Association
32
KeyBank National Association
Ohio
$1.58M 63,082 +208 +0.3%
SI
33
SimpliFi Inc
California
$1.53M 64,991 – –
LPAM
34
Lodestar Private Asset Management
California
$1.52M 60,673 +12,993 +27%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.5M 60,161 +60,161 New
DAS
36
Dynamic Advisor Solutions
Arizona
$1.5M 59,998 +49,703 +483%
DI
37
DFPG Investments
Utah
$1.46M 58,520 +58,520 New
WN
38
Williams & Novak
California
$1.19M 47,800 +47,800 New
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.03M 41,209 -17,535 -30%
Wealthfront Advisers
40
Wealthfront Advisers
California
$874K 34,999 +34,999 New
OFG
41
Omega Financial Group
California
$860K 34,412 -4,750 -12%
Cerity Partners
42
Cerity Partners
New York
$752K 30,112 +30,112 New
NW
43
NewEdge Wealth
Pennsylvania
$719K 28,785 – –
APP
44
Avantax Planning Partners
Iowa
$668K 26,746 +14,456 +118%
DCM
45
Dimension Capital Management
Florida
$655K 26,232 – –
Fisher Asset Management
46
Fisher Asset Management
Washington
$649K 26,000 – –
WSWA
47
Warren Street Wealth Advisors
California
$596K 23,871 -2,578 -10%
MCM
48
Mattern Capital Management
Colorado
$568K 22,740 -1,286 -5%
HighTower Advisors
49
HighTower Advisors
Illinois
$558K 22,410 -7,675 -26%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$523K 20,927 -1,372 -6%
1
2
3 4