Invesco California AMT-Free Municipal Bond ETF
13 hedge funds and large institutions have $8.48M invested in Invesco California AMT-Free Municipal Bond ETF in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 0 closing their positions.
43% more capital invested
Capital invested by funds: $5.93M → $8.48M (+$2.55M)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
18% more funds holding
Funds holding: 11 → 13 (+2)
3.49% more ownership
Funds ownership: 11.89% → 15.38% (+3.5%)
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.44M |
| 2 |
Jane Street
New York
|
+$966K |
| 3 |
LPL Financial
San Diego,
California
|
+$371K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$258K |
| 5 |
Morgan Stanley
New York
|
+$159K |
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$467K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$236K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$213K |
| 4 |
Citigroup
New York
|
-$9.52K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $1.75M | -$213K | -8,574 | -11% |
|
|
2
Wells Fargo
San Francisco,
California
| $1.6M | +$1.44M | +58,147 | +1,056% |
|
|
3
Morgan Stanley
New York
| $1.26M | +$159K | +6,384 | +15% |
|
|
U
4
UBS
Zurich,
Switzerland
| $1.24M | +$258K | +10,385 | +27% |
|
|
5
Jane Street
New York
| $975K | +$966K | +38,885 | New |
|
|
6
LPL Financial
San Diego,
California
| $375K | +$371K | +14,945 | New |
|
|
7
Citigroup
New York
| $368K | -$9.52K | -383 | -3% |
|
|
RJA
8
Raymond James & Associates
St Petersburg,
Florida
| $268K | -$236K | -9,478 | -47% |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $250K | -$467K | -18,778 | -65% |
|
|
AA
10
Apriem Advisors
Irvine,
California
| $165K | +$47.7K | +1,921 | +41% |
|
|
PAS
11
Partnervest Advisory Services
Santa Barbara,
California
| $150K | – | – | – |
|
12
Ameriprise
Minneapolis,
Minnesota
| $77K | +$29.7K | +1,195 | +63% |
|
|
NES
13
New England Securities
New York
| $11K | – | – | – |
|
PWZ Hedge Fund Activity: Q2 2014 in Review
13 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Invesco California AMT-Free Municipal Bond ETF (PWZ) for Q2 2014, worth a combined $8.48M — up 43% from $5.93M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PWZ positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.44M. The largest seller was Royal Bank of Canada, cutting an estimated $467K.
- 13 institutional investors held Invesco California AMT-Free Municipal Bond ETF (PWZ) as of Q2 2014, up from 11 in Q1 2014.
- Funds reported $8.48M of Invesco California AMT-Free Municipal Bond ETF stock for Q2 2014, up 43% quarter-over-quarter.
- 2 funds opened new Invesco California AMT-Free Municipal Bond ETF positions in Q2 2014 and 0 closed out, a net change of +2 holders.
- The largest Invesco California AMT-Free Municipal Bond ETF buyer in Q2 2014 was Wells Fargo, an estimated $1.44M added.
- The largest Invesco California AMT-Free Municipal Bond ETF seller in Q2 2014 was Royal Bank of Canada, an estimated $467K sold.
Based on aggregated 13F filings for Q2 2014.