PWZ icon

Invesco California AMT-Free Municipal Bond ETF
PWZ

Overview Fund Activity

68 hedge funds and large institutions have $375M invested in Invesco California AMT-Free Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
68
Holders Change
-6
Holders Change %
-8.11%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
24
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$269M
2
Wells Fargo
2
Wells Fargo
California
$14.9M
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$11.4M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$1.87M
5
EWA
5
EP Wealth Advisors
California
$3.39M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
BC
2
Brio Consultants
California
$686K
3
UBS Group
3
UBS Group
Switzerland
$3.46M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$519K
5
RMC
5
Regis Management Company
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WSWA
51
Warren Street Wealth Advisors
California
$273K -$18.6K -802 -6%
Creative Planning
52
Creative Planning
Kansas
$252K -$75.3K -3,243 -23%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$239K +$23 +1 +0%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$237K -$5.39K -233 -2%
AIP
55
Ameritas Investment Partners
Nebraska
$191K +$46 +2 +0%
PCFFS
56
Pacific Center for Financial Services
California
$181K +$1.41K +61 +0.8%
BCPWM
57
Bradley & Co Private Wealth Management
Florida
$173K -$614K -26,475 -78%
MM
58
Main Management
California
$171K – – –
ACA
59
Atlas Capital Advisors
Wyoming
$121K +$121K +5,220 New
BBHC
60
Brown Brothers Harriman & Co
New York
$79K – – –
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$46K – – –
Citigroup
62
Citigroup
New York
$46K – – –
MCC
63
Money Concepts Capital
Florida
$44K – – –
BCWM
64
Bartlett & Co Wealth Management
Ohio
$33.1K – – –
BC
65
Bartlett & Co
Ohio
$33K – – –
DWMG
66
DB Wealth Management Group
California
$33K +$205 +9 +0.6%
SAM
67
S.A. Mason
Michigan
$32K – – –
TRCT
68
Tower Research Capital (TRC)
New York
$7K – – –
IA
69
IFP Advisors
Florida
$1K -$1K – –
Jane Street
70
Jane Street
New York
– -$29.6M -1,218,977 Closed
RMC
71
Regis Management Company
California
– -$2.43M -99,800 Closed
Renaissance Technologies
72
Renaissance Technologies
New York
– -$1.26M -51,952 Closed
CCG
73
Capital CS Group
California
– -$485K -19,952 Closed
BCM
74
Boltwood Capital Management
California
– -$468K -19,250 Closed
WWA
75
WCG Wealth Advisors
Nevada
– -$363K -14,928 Closed
1 2
3
4