We are live on ! Find out more
PWZ icon

Invesco California AMT-Free Municipal Bond ETF
PWZ

80 hedge funds and large institutions have $399M invested in Invesco California AMT-Free Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

34% more capital invested

Capital invested by funds: $299M → $399M (+$100M)

10% more funds holding

Funds holding: 73 → 80 (+7)

9.53% more ownership

Funds ownership: 52.93% → 62.46% (+9.5%)

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
29
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$106M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.4M
3
AF
Allworth Financial
California
+$7.25M
4
Jane Street
Jane Street
New York
+$2.19M
5
Morgan Stanley
Morgan Stanley
New York
+$2.14M

Top Sellers

1
BC
Brio Consultants
California
-$6.12M
2
BRWA
B. Riley Wealth Advisors
Florida
-$2.88M
3
Wells Fargo
Wells Fargo
California
-$1.12M
4
OMC
Old Mission Capital
Illinois
-$955K
5
BCI
Brinker Capital Investments
Pennsylvania
-$831K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
76
Bartlett & Co
Ohio
$37K +$38.4K +1,430 New
BCWM
77
Bartlett & Co Wealth Management
Ohio
$36.9K +$38.4K +1,430 New
SAM
78
S.A. Mason
Michigan
$36K – – –
PA
79
Parallel Advisors
California
$15K – – –
TRCT
80
Tower Research Capital (TRC)
New York
$8K – – –
IA
81
IFP Advisors
Florida
$1K – – –
OMC
82
Old Mission Capital
Illinois
– -$955K -34,241 Closed
OIA
83
OneDigital Investment Advisors
Kansas
– -$322K -11,531 Closed
LWAC
84
Laurel Wealth Advisors (California)
California
– -$245K -8,781 Closed
HAS
85
HBW Advisory Services
California
– -$223K -7,990 Closed
FFG
86
Ford Financial Group
California
– -$189 -6,784 Closed
FCMA
87
Foresight Capital Management Advisors
Michigan
– -$55K -1,969 Closed
SCA
88
Snowden Capital Advisors
New York
– -$22K -795 Closed
1 2 3
4

PWZ Hedge Fund Activity: Q1 2022 in Review

80 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco California AMT-Free Municipal Bond ETF (PWZ) for Q1 2022, worth a combined $399M — up 34% from $299M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PWZ positions and 8 closed out — a net gain of 9 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $106M. The largest seller was Brio Consultants, cutting an estimated $6.12M.

  • 80 institutional investors held Invesco California AMT-Free Municipal Bond ETF (PWZ) as of Q1 2022, up from 73 in Q4 2021.
  • Funds reported $399M of Invesco California AMT-Free Municipal Bond ETF stock for Q1 2022, up 34% quarter-over-quarter.
  • 17 funds opened new Invesco California AMT-Free Municipal Bond ETF positions in Q1 2022 and 8 closed out, a net change of +9 holders.
  • The largest Invesco California AMT-Free Municipal Bond ETF buyer in Q1 2022 was Charles Schwab Investment Advisory, an estimated $106M added.
  • The largest Invesco California AMT-Free Municipal Bond ETF seller in Q1 2022 was Brio Consultants, an estimated $6.12M sold.

Based on aggregated 13F filings for Q1 2022.