Invesco California AMT-Free Municipal Bond ETF
76 hedge funds and large institutions have $525M invested in Invesco California AMT-Free Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
94% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 17
37% more capital invested
Capital invested by funds: $383M → $525M (+$142M)
12% more funds holding
Funds holding: 68 → 76 (+8)
11.6% more ownership
Funds ownership: 61.55% → 73.15% (+12%)
0% more call options, than puts
Call options by funds: $2K | Put options by funds: $2K
Top Buyers
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.19M |
| 2 |
Jane Street
New York
|
-$3.07M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.23M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$2.23M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$2.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
76
IFP Advisors
Tampa,
Florida
| $6.74K | +$6.98K | +287 | New |
|
|
HNB
77
Huntington National Bank
Columbus,
Ohio
| $2.49K | – | – | – |
|
|
78
Jane Street
New York
| – | -$3.07M | -124,692 | Closed |
|
|
FTUS
79
Flow Traders U.S.
New York
| – | -$2.15M | -87,052 | Closed |
|
80
Cerity Partners
New York
| – | -$610K | -24,752 | Closed |
|
|
M
81
MYeCFO
La Jolla,
California
| – | -$207K | -8,400 | Closed |
|
|
BBHC
82
Brown Brothers Harriman & Co
New York
| – | -$83.8K | -3,400 | Closed |
|
83
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$35.1K | -1,423 | Closed |
|
PWZ Hedge Fund Activity: Q3 2023 in Review
76 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco California AMT-Free Municipal Bond ETF (PWZ) for Q3 2023, worth a combined $525M — up 37% from $383M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PWZ positions and 6 closed out — a net gain of 8 holders — while 33 added to existing stakes and 17 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $113M. The largest seller was Wells Fargo, cutting an estimated $5.19M.
- 76 institutional investors held Invesco California AMT-Free Municipal Bond ETF (PWZ) as of Q3 2023, up from 68 in Q2 2023.
- Funds reported $525M of Invesco California AMT-Free Municipal Bond ETF stock for Q3 2023, up 37% quarter-over-quarter.
- 14 funds opened new Invesco California AMT-Free Municipal Bond ETF positions in Q3 2023 and 6 closed out, a net change of +8 holders.
- The largest Invesco California AMT-Free Municipal Bond ETF buyer in Q3 2023 was Charles Schwab Investment Advisory, an estimated $113M added.
- The largest Invesco California AMT-Free Municipal Bond ETF seller in Q3 2023 was Wells Fargo, an estimated $5.19M sold.
Based on aggregated 13F filings for Q3 2023.