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Invesco California AMT-Free Municipal Bond ETF
PWZ

80 hedge funds and large institutions have $399M invested in Invesco California AMT-Free Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

34% more capital invested

Capital invested by funds: $299M → $399M (+$100M)

10% more funds holding

Funds holding: 73 → 80 (+7)

9.53% more ownership

Funds ownership: 52.93% → 62.46% (+9.5%)

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
29
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$106M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.4M
3
AF
Allworth Financial
California
+$7.25M
4
Jane Street
Jane Street
New York
+$2.19M
5
Morgan Stanley
Morgan Stanley
New York
+$2.14M

Top Sellers

1
BC
Brio Consultants
California
-$6.12M
2
BRWA
B. Riley Wealth Advisors
Florida
-$2.88M
3
Wells Fargo
Wells Fargo
California
-$1.12M
4
OMC
Old Mission Capital
Illinois
-$955K
5
BCI
Brinker Capital Investments
Pennsylvania
-$831K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$369K +$384K +14,300 New
FCA
52
FLC Capital Advisors
California
$299K -$7.29K -271 -2%
CW
53
CreativeOne Wealth
Kansas
$299K +$914 +34 +0.3%
ACA
54
Atlas Capital Advisors
Wyoming
$295K -$121K -4,500 -28%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$294K +$80.7K +3,000 +36%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$281K -$9.6K -357 -3%
PAG
57
Private Advisor Group
New Jersey
$264K – – –
ES
58
Eagle Strategies
New York
$263K -$672 -25 -0.2%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$245K – – –
MWM
60
Mission Wealth Management
California
$241K +$252K +9,358 New
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$236K +$12.2K +453 +5%
NL
62
NWAM LLC
Washington
$232K +$112K +4,162 New
WCP
63
Wick Capital Partners
Pennsylvania
$219K +$229K +8,500 New
AIP
64
Ameritas Investment Partners
Nebraska
$216K +$5.89K +219 +3%
CWS
65
Cypress Wealth Services
California
$215K +$1.21K +45 +0.5%
GCA
66
Gradient Capital Advisors
California
$212K – – –
DY
67
Dowling & Yahnke
California
$206K +$214K +7,966 New
PCFFS
68
Pacific Center for Financial Services
California
$199K +$753 +28 +0.4%
MM
69
Main Management
California
$191K – – –
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$143K – – –
BBHC
71
Brown Brothers Harriman & Co
New York
$88K – – –
MCC
72
Money Concepts Capital
Florida
$74K +$77.4K +2,877 New
Citigroup
73
Citigroup
New York
$52K – – –
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$52K – – –
DWMG
75
DB Wealth Management Group
California
$37K +$215 +8 +0.6%
1 2
3
4

PWZ Hedge Fund Activity: Q1 2022 in Review

80 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco California AMT-Free Municipal Bond ETF (PWZ) for Q1 2022, worth a combined $399M — up 34% from $299M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PWZ positions and 8 closed out — a net gain of 9 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $106M. The largest seller was Brio Consultants, cutting an estimated $6.12M.

  • 80 institutional investors held Invesco California AMT-Free Municipal Bond ETF (PWZ) as of Q1 2022, up from 73 in Q4 2021.
  • Funds reported $399M of Invesco California AMT-Free Municipal Bond ETF stock for Q1 2022, up 34% quarter-over-quarter.
  • 17 funds opened new Invesco California AMT-Free Municipal Bond ETF positions in Q1 2022 and 8 closed out, a net change of +9 holders.
  • The largest Invesco California AMT-Free Municipal Bond ETF buyer in Q1 2022 was Charles Schwab Investment Advisory, an estimated $106M added.
  • The largest Invesco California AMT-Free Municipal Bond ETF seller in Q1 2022 was Brio Consultants, an estimated $6.12M sold.

Based on aggregated 13F filings for Q1 2022.