We are live on ! Find out more
PWZ icon

Invesco California AMT-Free Municipal Bond ETF
PWZ

14 hedge funds and large institutions have $16.3M invested in Invesco California AMT-Free Municipal Bond ETF in 2013 Q2 according to their latest regulatory filings, with 14 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

22.4% more ownership

Funds ownership: 0% → 22.4% (+22%)

Holders
14
Holders Change
+14
Holders Change %
–
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$7.5M +$7.86M +314,812 New
Bank of America
2
Bank of America
North Carolina
$2.26M +$2.37M +94,734 New
Morgan Stanley
3
Morgan Stanley
New York
$1.69M +$1.77M +70,982 New
U
4
UBS
Switzerland
$1.56M +$1.64M +65,620 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.03M +$1.08M +43,283 New
RJA
6
Raymond James & Associates
Florida
$605K +$634K +25,388 New
Citigroup
7
Citigroup
New York
$415K +$435K +17,428 New
CWP
8
Capital Wealth Planning
Florida
$333K – – –
LPL Financial
9
LPL Financial
California
$242K +$254K +10,157 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$230K +$241K +9,659 New
CWM
11
Concert Wealth Management
California
$208K +$218K +8,740 New
PAS
12
Partnervest Advisory Services
California
$143K +$150K +6,000 New
AA
13
Apriem Advisors
California
$106K +$112K +4,466 New
NES
14
New England Securities
New York
$10K +$10.6K +423 New
BIT
15
BlackRock Institutional Trust
California
$7K +$7.49K +300 New

PWZ Hedge Fund Activity: Q2 2013 in Review

14 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco California AMT-Free Municipal Bond ETF (PWZ) for Q2 2013, worth a combined $16.3M.

Buyers outnumbered sellers: 14 funds opened new PWZ positions and 0 closed out — a net gain of 14 holders — while 0 added to existing stakes and 0 trimmed.

  • 14 institutional investors held Invesco California AMT-Free Municipal Bond ETF (PWZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $16.3M of Invesco California AMT-Free Municipal Bond ETF stock for Q2 2013.
  • 14 funds opened new Invesco California AMT-Free Municipal Bond ETF positions in Q2 2013 and 0 closed out, a net change of +14 holders.

Based on aggregated 13F filings for Q2 2013.