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Invesco California AMT-Free Municipal Bond ETF
PWZ

64 hedge funds and large institutions have $247M invested in Invesco California AMT-Free Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 9

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

7% more funds holding

Funds holding: 60 → 64 (+4)

1% less capital invested

Capital invested by funds: $249M → $247M (-$1.59M)

3.03% less ownership

Funds ownership: 57.93% → 54.9% (-3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $222K

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
26
Reduced
9
Closed
7
Calls
–
Puts
$222K
Net Calls
-$222K
Net Calls Change
-$222K

Top Buyers

1
MMA
Miracle Mile Advisors
California
+$2.32M
2
LPL Financial
LPL Financial
California
+$1.96M
3
BRWM
B. Riley Wealth Management
Tennessee
+$1.62M
4
BC
Brio Consultants
California
+$1.22M
5
FTUS
Flow Traders U.S.
New York
+$1.16M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$8.41M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.98M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$4.07M
4
Jane Street
Jane Street
New York
-$1.51M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
51
Ameritas Investment Partners
Nebraska
$191K +$30.7K +1,108 +19%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$174K +$52.6K +1,900 +43%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$153K +$15K +543 +11%
SAM
54
S.A. Mason
Michigan
$69K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$55K – – –
US Bancorp
56
US Bancorp
Minnesota
$42K -$12.7K -459 -23%
BWA
57
BDO Wealth Advisors
Florida
$35K – – –
BC
58
Bartlett & Co
Ohio
$35K +$34.6K +1,250 New
BCWM
59
Bartlett & Co Wealth Management
Ohio
$34.5K +$34.6K +1,250 New
PA
60
Parallel Advisors
California
$16K -$28 -1 -0.2%
KC
61
Knuff & Co
California
$8K – – –
TRCT
62
Tower Research Capital (TRC)
New York
$8K – – –
AF
63
Allworth Financial
California
$4K – – –
GKWIM
64
Gerber Kawasaki Wealth & Investment Management
California
– -$4.07M -149,128 Closed
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
– -$1.13M -41,370 Closed
ACA
66
Atlas Capital Advisors
Wyoming
– -$482K -17,679 Closed
CWS
67
Cypress Wealth Services
California
– -$221K -7,980 Closed
SEIA
68
Signature Estate & Investment Advisors
California
– -$212K -7,779 Closed
GI
69
Gradient Investments
Minnesota
– -$27K -1,000 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
– -$12K -451 Closed
BlackRock
71
BlackRock
New York
– -$221 -8 -57%
1 2
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PWZ Hedge Fund Activity: Q3 2020 in Review

64 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco California AMT-Free Municipal Bond ETF (PWZ) for Q3 2020, worth a combined $247M — down 0.64% from $249M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PWZ positions and 7 closed out — a net gain of 4 holders — while 26 added to existing stakes and 9 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $2.32M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $8.41M.

  • 64 institutional investors held Invesco California AMT-Free Municipal Bond ETF (PWZ) as of Q3 2020, up from 60 in Q2 2020.
  • Funds reported $247M of Invesco California AMT-Free Municipal Bond ETF stock for Q3 2020, down 0.64% quarter-over-quarter.
  • 11 funds opened new Invesco California AMT-Free Municipal Bond ETF positions in Q3 2020 and 7 closed out, a net change of +4 holders.
  • The largest Invesco California AMT-Free Municipal Bond ETF buyer in Q3 2020 was Miracle Mile Advisors, an estimated $2.32M added.
  • The largest Invesco California AMT-Free Municipal Bond ETF seller in Q3 2020 was Charles Schwab Investment Advisory, an estimated $8.41M sold.

Based on aggregated 13F filings for Q3 2020.