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Invesco California AMT-Free Municipal Bond ETF
PWZ

96 hedge funds and large institutions have $370M invested in Invesco California AMT-Free Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 95 → 96 (+1)

11.87% less ownership

Funds ownership: 67.89% → 56.01% (-12%)

37% less capital invested

Capital invested by funds: $587M → $370M (-$217M)

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
36
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$7.97M
2
ACA
Affinity Capital Advisors
California
+$5.59M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.33M
4
MMA
Miracle Mile Advisors
California
+$3.91M
5
Ameriprise
Ameriprise
Minnesota
+$3.62M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$243M
2
BWM
Boyd Wealth Management
California
-$4.87M
3
Mariner
Mariner
Kansas
-$2.89M
4
Morgan Stanley
Morgan Stanley
New York
-$2.45M
5
DAS
Dynamic Advisor Solutions
Arizona
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
SM
51
Sweeney & Michel
California
$552K +$99.8K +4,000 +22%
WSWA
52
Warren Street Wealth Advisors
California
$542K +$539K +21,609 New
MWM
53
Mission Wealth Management
California
$532K -$100 -4 -0%
HWAM
54
Hennion & Walsh Asset Management
New Jersey
$532K +$78.3K +3,136 +17%
GRP
55
Global Retirement Partners
California
$530K +$12.5K +500 +2%
Creative Planning
56
Creative Planning
Kansas
$494K – – –
TC
57
TownSquare Capital
Utah
$475K +$472K +18,931 New
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$437K -$6.54K -262 -1%
Stifel Financial
59
Stifel Financial
Missouri
$436K -$34.9K -1,400 -7%
AAS
60
Avantax Advisory Services
Texas
$417K +$9.98K +400 +2%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$410K +$18.1K +725 +5%
NA
62
NewEdge Advisors
Louisiana
$404K +$402K +16,111 New
RJFSA
63
Raymond James Financial Services Advisors
Florida
$378K -$5.07K -203 -1%
WA
64
Waddell & Associates
Tennessee
$354K – – –
Charles Schwab
65
Charles Schwab
California
$327K -$243M -9,727,414 -100%
GI
66
GAMMA Investing
California
$269K +$267K +10,709 New
SPIA
67
Steward Partners Investment Advisory
New York
$257K +$256K +10,250 New
LWP
68
Laurel Wealth Planning
Minnesota
$250K – – –
SEP
69
Southland Equity Partners
Missouri
$250K – – –
WRPWM
70
Werba Rubin Papier Wealth Management
California
$246K -$296K -11,844 -55%
Corient Private Wealth
71
Corient Private Wealth
Florida
$244K – – –
AWM
72
Axxcess Wealth Management
California
$243K -$49.9K -2,000 -17%
NW
73
NewEdge Wealth
Pennsylvania
$236K – – –
HWMC
74
Heritage Wealth Management (California)
California
$211K +$3.99K +160 +2%
M
75
MYeCFO
California
$211K – – –
1 2
3
4 5

PWZ Hedge Fund Activity: Q3 2024 in Review

96 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco California AMT-Free Municipal Bond ETF (PWZ) for Q3 2024, worth a combined $370M — down 37% from $587M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PWZ positions and 10 closed out — a net gain of 1 holder — while 36 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $7.97M. The largest seller was Charles Schwab, cutting an estimated $243M.

  • 96 institutional investors held Invesco California AMT-Free Municipal Bond ETF (PWZ) as of Q3 2024, up from 95 in Q2 2024.
  • Funds reported $370M of Invesco California AMT-Free Municipal Bond ETF stock for Q3 2024, down 37% quarter-over-quarter.
  • 11 funds opened new Invesco California AMT-Free Municipal Bond ETF positions in Q3 2024 and 10 closed out, a net change of +1 holder.
  • The largest Invesco California AMT-Free Municipal Bond ETF buyer in Q3 2024 was Bank of America, an estimated $7.97M added.
  • The largest Invesco California AMT-Free Municipal Bond ETF seller in Q3 2024 was Charles Schwab, an estimated $243M sold.

Based on aggregated 13F filings for Q3 2024.