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Invesco California AMT-Free Municipal Bond ETF
PWZ

69 hedge funds and large institutions have $356M invested in Invesco California AMT-Free Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1% more funds holding

Funds holding: 68 → 69 (+1)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

1.77% less ownership

Funds ownership: 64.62% → 62.85% (-1.8%)

5% less capital invested

Capital invested by funds: $375M → $356M (-$19.3M)

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
22
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$33.5M
2
Mariner
Mariner
Kansas
+$4.85M
3
Morgan Stanley
Morgan Stanley
New York
+$4.05M
4
FTUS
Flow Traders U.S.
New York
+$3.51M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.98M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$61.6M
2
Wells Fargo
Wells Fargo
California
-$7.2M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$6.51M
4
EWA
EP Wealth Advisors
California
-$3.39M
5
SWRP
Summit Wealth & Retirement Planning
California
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
76
Destination Wealth Management
California
– -$500K -21,563 Closed
KCM
77
Karp Capital Management
California
– -$452K -19,493 Closed
WAP
78
Wealthcare Advisory Partners
Pennsylvania
– -$436K -18,808 Closed
DADC
79
D.A. Davidson & Co
Montana
– -$371K -16,000 Closed
KW
80
KWB Wealth
California
– -$340K -14,671 Closed
BCPWM
81
Bradley & Co Private Wealth Management
Florida
– -$173K -7,457 Closed
ACA
82
Atlas Capital Advisors
Wyoming
– -$121K -5,220 Closed
DWMG
83
DB Wealth Management Group
California
– -$33K -1,446 Closed
1 2 3
4

PWZ Hedge Fund Activity: Q4 2022 in Review

69 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco California AMT-Free Municipal Bond ETF (PWZ) for Q4 2022, worth a combined $356M — down 5.1% from $375M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PWZ positions and 14 closed out — a net gain of 3 holders — while 22 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $33.5M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $61.6M.

  • 69 institutional investors held Invesco California AMT-Free Municipal Bond ETF (PWZ) as of Q4 2022, up from 68 in Q3 2022.
  • Funds reported $356M of Invesco California AMT-Free Municipal Bond ETF stock for Q4 2022, down 5.1% quarter-over-quarter.
  • 17 funds opened new Invesco California AMT-Free Municipal Bond ETF positions in Q4 2022 and 14 closed out, a net change of +3 holders.
  • The largest Invesco California AMT-Free Municipal Bond ETF buyer in Q4 2022 was Jane Street, an estimated $33.5M added.
  • The largest Invesco California AMT-Free Municipal Bond ETF seller in Q4 2022 was Charles Schwab Investment Advisory, an estimated $61.6M sold.

Based on aggregated 13F filings for Q4 2022.