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Invesco California AMT-Free Municipal Bond ETF
PWZ

96 hedge funds and large institutions have $370M invested in Invesco California AMT-Free Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 95 → 96 (+1)

11.87% less ownership

Funds ownership: 67.89% → 56.01% (-12%)

37% less capital invested

Capital invested by funds: $587M → $370M (-$217M)

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
36
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$7.97M
2
ACA
Affinity Capital Advisors
California
+$5.59M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.33M
4
MMA
Miracle Mile Advisors
California
+$3.91M
5
Ameriprise
Ameriprise
Minnesota
+$3.62M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$243M
2
BWM
Boyd Wealth Management
California
-$4.87M
3
Mariner
Mariner
Kansas
-$2.89M
4
Morgan Stanley
Morgan Stanley
New York
-$2.45M
5
DAS
Dynamic Advisor Solutions
Arizona
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
26
Prospera Financial Services
Texas
$1.73M +$3.29K +132 +0.2%
WN
27
Williams & Novak
California
$1.55M -$105K -4,200 -6%
SI
28
SimpliFi Inc
California
$1.52M +$13K +519 +0.9%
LPAM
29
Lodestar Private Asset Management
California
$1.46M -$170K -6,826 -11%
PFA
30
Pure Financial Advisors
California
$1.44M +$299 +12 +0%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.36M -$292K -11,710 -18%
HighTower Advisors
32
HighTower Advisors
Illinois
$959K +$11.9K +475 +1%
DWS
33
Dynamic Wealth Strategies
California
$893K -$60.3K -2,418 -6%
FWA
34
FOCUS Wealth Advisors
Texas
$882K +$25 +1 +0%
Wealthfront Advisers
35
Wealthfront Advisers
California
$866K +$13.4K +536 +2%
GC
36
Guggenheim Capital
Illinois
$823K +$819K +32,824 New
Jane Street
37
Jane Street
New York
$779K -$1.55M -62,014 -67%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$744K +$210K +8,399 +40%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$686K -$357K -14,321 -34%
DAS
40
Diversify Advisory Services
Utah
$684K +$25 +1 +0%
DCM
41
Dimension Capital Management
Florida
$658K – – –
DWM
42
Destination Wealth Management
California
$655K +$12.5K +500 +2%
Fisher Asset Management
43
Fisher Asset Management
Washington
$652K – – –
APP
44
Avantax Planning Partners
Iowa
$637K – – –
Cerity Partners
45
Cerity Partners
New York
$629K -$709K -28,431 -53%
MCM
46
Mattern Capital Management
Colorado
$621K +$13.3K +532 +2%
RSWM
47
Robertson Stephens Wealth Management
California
$598K +$595K +23,848 New
NAS
48
NWF Advisory Services
California
$581K +$6.44K +258 +1%
OFG
49
Omega Financial Group
California
$568K -$72.5K -2,907 -11%
CMBA
50
C.M. Bidwell & Associates
Hawaii
$555K +$38.4K +1,539 +7%
1
2
3 4 5

PWZ Hedge Fund Activity: Q3 2024 in Review

96 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco California AMT-Free Municipal Bond ETF (PWZ) for Q3 2024, worth a combined $370M — down 37% from $587M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PWZ positions and 10 closed out — a net gain of 1 holder — while 36 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $7.97M. The largest seller was Charles Schwab, cutting an estimated $243M.

  • 96 institutional investors held Invesco California AMT-Free Municipal Bond ETF (PWZ) as of Q3 2024, up from 95 in Q2 2024.
  • Funds reported $370M of Invesco California AMT-Free Municipal Bond ETF stock for Q3 2024, down 37% quarter-over-quarter.
  • 11 funds opened new Invesco California AMT-Free Municipal Bond ETF positions in Q3 2024 and 10 closed out, a net change of +1 holder.
  • The largest Invesco California AMT-Free Municipal Bond ETF buyer in Q3 2024 was Bank of America, an estimated $7.97M added.
  • The largest Invesco California AMT-Free Municipal Bond ETF seller in Q3 2024 was Charles Schwab, an estimated $243M sold.

Based on aggregated 13F filings for Q3 2024.