Invesco California AMT-Free Municipal Bond ETF
56 hedge funds and large institutions have $207M invested in Invesco California AMT-Free Municipal Bond ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
189% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 9
12% more funds holding
Funds holding: 50 → 56 (+6)
0% more capital invested
Capital invested by funds: $206M → $207M (+$466K)
2.62% less ownership
Funds ownership: 61.9% → 59.28% (-2.6%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
51
Gradient Investments
Arden Hills,
Minnesota
| $27K | – | – | – |
|
|
PA
52
Parallel Advisors
San Francisco,
California
| $17K | +$27 | +1 | +0.2% |
|
|
KC
53
Knuff & Co
Foster City,
California
| $8K | – | – | – |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| $8K | – | – | – |
|
|
AF
55
Allworth Financial
Folsom,
California
| $4K | – | – | – |
|
56
BlackRock
New York
| $2K | +$1.34K | +49 | +169% |
|
|
AWM
57
AE Wealth Management
Topeka,
Kansas
| – | -$208K | -7,743 | Closed |
|
|
EWM
58
Elmwood Wealth Management
Berkeley,
California
| – | -$6K | -222 | Closed |
|
PWZ Hedge Fund Activity: Q3 2019 in Review
56 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco California AMT-Free Municipal Bond ETF (PWZ) for Q3 2019, worth a combined $207M — up 0.23% from $206M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PWZ positions and 2 closed out — a net gain of 6 holders — while 26 added to existing stakes and 9 trimmed.
The largest buyer was WealthSource Partners, opening a new position worth an estimated $1.23M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $4.94M.
- 56 institutional investors held Invesco California AMT-Free Municipal Bond ETF (PWZ) as of Q3 2019, up from 50 in Q2 2019.
- Funds reported $207M of Invesco California AMT-Free Municipal Bond ETF stock for Q3 2019, up 0.23% quarter-over-quarter.
- 8 funds opened new Invesco California AMT-Free Municipal Bond ETF positions in Q3 2019 and 2 closed out, a net change of +6 holders.
- The largest Invesco California AMT-Free Municipal Bond ETF buyer in Q3 2019 was WealthSource Partners, an estimated $1.23M added.
- The largest Invesco California AMT-Free Municipal Bond ETF seller in Q3 2019 was Charles Schwab Investment Advisory, an estimated $4.94M sold.
Based on aggregated 13F filings for Q3 2019.