Invesco California AMT-Free Municipal Bond ETF
73 hedge funds and large institutions have $299M invested in Invesco California AMT-Free Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 11 closing their positions.
93% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 14
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
12% more capital invested
Capital invested by funds: $266M → $299M (+$32.5M)
7% more funds holding
Funds holding: 68 → 73 (+5)
1.47% more ownership
Funds ownership: 51.47% → 52.93% (+1.5%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Creative Planning
Overland Park,
Kansas
| – | -$440K | -15,840 | Closed |
|
|
IP
77
Intellectus Partners
San Francisco,
California
| – | -$407K | -14,650 | Closed |
|
|
DADC
78
D.A. Davidson & Co
Great Falls,
Montana
| – | -$261K | -9,423 | Closed |
|
|
PWM
79
Paulson Wealth Management
Wheaton,
Illinois
| – | -$239K | -8,622 | Closed |
|
|
WCWM
80
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| – | -$237K | -8,541 | Closed |
|
|
EGA
81
Eagle Global Advisors
Houston,
Texas
| – | -$208K | -7,500 | Closed |
|
|
BC
82
Bartlett & Co
Cincinnati,
Ohio
| – | -$40K | -1,430 | Closed |
|
|
BCWM
83
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$39.7K | -1,430 | Closed |
|
PWZ Hedge Fund Activity: Q4 2021 in Review
73 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco California AMT-Free Municipal Bond ETF (PWZ) for Q4 2021, worth a combined $299M — up 12% from $266M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PWZ positions and 11 closed out — a net gain of 5 holders — while 27 added to existing stakes and 14 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $19.3M. The largest seller was Miracle Mile Advisors, exiting entirely with an estimated $8.12M sold.
- 73 institutional investors held Invesco California AMT-Free Municipal Bond ETF (PWZ) as of Q4 2021, up from 68 in Q3 2021.
- Funds reported $299M of Invesco California AMT-Free Municipal Bond ETF stock for Q4 2021, up 12% quarter-over-quarter.
- 16 funds opened new Invesco California AMT-Free Municipal Bond ETF positions in Q4 2021 and 11 closed out, a net change of +5 holders.
- The largest Invesco California AMT-Free Municipal Bond ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $19.3M added.
- The largest Invesco California AMT-Free Municipal Bond ETF seller in Q4 2021 was Miracle Mile Advisors, an estimated $8.12M sold.
Based on aggregated 13F filings for Q4 2021.