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Invesco California AMT-Free Municipal Bond ETF
PWZ

50 hedge funds and large institutions have $206M invested in Invesco California AMT-Free Municipal Bond ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

11% more funds holding

Funds holding: 45 → 50 (+5)

1% less capital invested

Capital invested by funds: $209M → $206M (-$2.69M)

3.42% less ownership

Funds ownership: 65.33% → 61.9% (-3.4%)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIAN
Mariner Independent Advisor Network
Kansas
+$2.79M
2
Bank of America
Bank of America
North Carolina
+$1.46M
3
CAN
Cetera Advisor Networks
California
+$1.36M
4
Morgan Stanley
Morgan Stanley
New York
+$1.05M
5
LPL Financial
LPL Financial
California
+$783K

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$6.74M
2
RMC
Regis Management Company
California
-$3.44M
3
Ameriprise
Ameriprise
Minnesota
-$3.05M
4
BPC
Banque Pictet & Cie
Switzerland
-$1.15M
5
PNAA
Pictet North America Advisors
Switzerland
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
BPC
51
Banque Pictet & Cie
Switzerland
– -$1.15M -43,550 Closed
PNAA
52
Pictet North America Advisors
Switzerland
– -$1.15M -43,550 Closed
DC
53
DeDora Capital
California
– -$289K -10,995 Closed
SS
54
Simplicity Solutions
Minnesota
– -$203K -7,697 Closed
1 2
3

PWZ Hedge Fund Activity: Q2 2019 in Review

50 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco California AMT-Free Municipal Bond ETF (PWZ) for Q2 2019, worth a combined $206M — down 1.3% from $209M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PWZ positions and 4 closed out — a net gain of 5 holders — while 20 added to existing stakes and 14 trimmed.

The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $2.79M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $6.74M.

  • 50 institutional investors held Invesco California AMT-Free Municipal Bond ETF (PWZ) as of Q2 2019, up from 45 in Q1 2019.
  • Funds reported $206M of Invesco California AMT-Free Municipal Bond ETF stock for Q2 2019, down 1.3% quarter-over-quarter.
  • 9 funds opened new Invesco California AMT-Free Municipal Bond ETF positions in Q2 2019 and 4 closed out, a net change of +5 holders.
  • The largest Invesco California AMT-Free Municipal Bond ETF buyer in Q2 2019 was Mariner Independent Advisor Network, an estimated $2.79M added.
  • The largest Invesco California AMT-Free Municipal Bond ETF seller in Q2 2019 was Charles Schwab Investment Advisory, an estimated $6.74M sold.

Based on aggregated 13F filings for Q2 2019.