Invesco California AMT-Free Municipal Bond ETF
PWZ
PWZ
13 hedge funds and large institutions have $8.49M 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.
Holders
13
Holders Change
+2
Holders Change %
+18.18%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Wells Fargo
San Francisco,
California
|
$1.6M |
| 2 |
2
Jane Street
New York
|
$975K |
| 3 |
3
LPL Financial
San Diego,
California
|
$375K |
| 4 |
U
4
UBS
Zurich,
Switzerland
|
$1.24M |
| 5 |
5
Morgan Stanley
New York
|
$1.26M |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Bank of America
Charlotte,
North Carolina
| $1.75M | 69,634 | -8,574 | -11% |
|
|
2
Wells Fargo
San Francisco,
California
| $1.6M | 63,652 | +58,147 | +1,056% |
|
|
3
Morgan Stanley
New York
| $1.26M | 50,300 | +6,384 | +15% |
|
|
U
4
UBS
Zurich,
Switzerland
| $1.24M | 49,472 | +10,385 | +27% |
|
|
5
Jane Street
New York
| $975K | 38,885 | +38,885 | New |
|
|
6
LPL Financial
San Diego,
California
| $375K | 14,945 | +14,945 | New |
|
7
Citigroup
New York
| $368K | 14,675 | -383 | -3% |
|
|
RJA
8
Raymond James & Associates
St Petersburg,
Florida
| $268K | 10,689 | -9,478 | -47% |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $250K | 9,953 | -18,778 | -65% |
|
|
AA
10
Apriem Advisors
Irvine,
California
| $165K | 6,578 | +1,921 | +41% |
|
|
PAS
11
Partnervest Advisory Services
Santa Barbara,
California
| $150K | 6,000 | – | – |
|
12
Ameriprise
Minneapolis,
Minnesota
| $77K | 3,090 | +1,195 | +63% |
|
|
NES
13
New England Securities
New York
| $11K | 423 | – | – |
|