Invesco California AMT-Free Municipal Bond ETF
68 hedge funds and large institutions have $266M invested in Invesco California AMT-Free Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 13 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 14
1% more capital invested
Capital invested by funds: $264M → $266M (+$2.71M)
0.35% less ownership
Funds ownership: 51.82% → 51.47% (-0.35%)
9% less funds holding
Funds holding: 75 → 68 (-7)
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFG
76
Ford Financial Group
Fresno,
California
| – | -$188K | -6,708 | Closed |
|
|
SB
77
Strategic Blueprint
Atlanta,
Georgia
| – | -$166K | -5,918 | Closed |
|
|
BCPWM
78
Bradley & Co Private Wealth Management
Miami,
Florida
| – | -$93K | -3,315 | Closed |
|
79
US Bancorp
Minneapolis,
Minnesota
| – | -$83K | -2,944 | Closed |
|
|
CFD
80
Creative Financial Designs
Kokomo,
Indiana
| – | -$10K | -362 | Closed |
|
PWZ Hedge Fund Activity: Q3 2021 in Review
68 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco California AMT-Free Municipal Bond ETF (PWZ) for Q3 2021, worth a combined $266M — up 1% from $264M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of PWZ and 8 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 30 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $8.4M. The largest seller was Jane Street, exiting entirely with an estimated $11M sold.
- 68 institutional investors held Invesco California AMT-Free Municipal Bond ETF (PWZ) as of Q3 2021, down from 75 in Q2 2021.
- Funds reported $266M of Invesco California AMT-Free Municipal Bond ETF stock for Q3 2021, up 1% quarter-over-quarter.
- 8 funds opened new Invesco California AMT-Free Municipal Bond ETF positions in Q3 2021 and 13 closed out, a net change of -5 holders.
- The largest Invesco California AMT-Free Municipal Bond ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $8.4M added.
- The largest Invesco California AMT-Free Municipal Bond ETF seller in Q3 2021 was Jane Street, an estimated $11M sold.
Based on aggregated 13F filings for Q3 2021.