Invesco California AMT-Free Municipal Bond ETF
75 hedge funds and large institutions have $264M invested in Invesco California AMT-Free Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
42% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 19
9% more funds holding
Funds holding: 69 → 75 (+6)
1% more capital invested
Capital invested by funds: $260M → $264M (+$3.51M)
1.44% less ownership
Funds ownership: 53.27% → 51.82% (-1.4%)
Top Buyers
| 1 |
Jane Street
New York
|
+$5.65M |
| 2 |
BC
Brio Consultants
San Francisco,
California
|
+$2.05M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.95M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.62M |
| 5 |
FAT
First American Trust
Santa Ana,
California
|
+$1.28M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DCM
76
Dimension Capital Management
Coral Gables,
Florida
| – | -$726K | -26,232 | Closed |
|
77
HighTower Advisors
Chicago,
Illinois
| – | -$592K | -21,382 | Closed |
|
|
HCIA
78
Hochman Cole Investment Advisors
Deerfield,
Illinois
| – | -$285K | -10,291 | Closed |
|
PWZ Hedge Fund Activity: Q2 2021 in Review
75 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco California AMT-Free Municipal Bond ETF (PWZ) for Q2 2021, worth a combined $264M — up 1.4% from $260M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PWZ positions and 4 closed out — a net gain of 6 holders — while 27 added to existing stakes and 19 trimmed.
The largest buyer was Jane Street, adding an estimated $5.65M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $9.02M.
- 75 institutional investors held Invesco California AMT-Free Municipal Bond ETF (PWZ) as of Q2 2021, up from 69 in Q1 2021.
- Funds reported $264M of Invesco California AMT-Free Municipal Bond ETF stock for Q2 2021, up 1.4% quarter-over-quarter.
- 10 funds opened new Invesco California AMT-Free Municipal Bond ETF positions in Q2 2021 and 4 closed out, a net change of +6 holders.
- The largest Invesco California AMT-Free Municipal Bond ETF buyer in Q2 2021 was Jane Street, an estimated $5.65M added.
- The largest Invesco California AMT-Free Municipal Bond ETF seller in Q2 2021 was Charles Schwab Investment Advisory, an estimated $9.02M sold.
Based on aggregated 13F filings for Q2 2021.