Invesco California AMT-Free Municipal Bond ETF
PWZ
PWZ
13 hedge funds and large institutions have $7.56M invested in Invesco California AMT-Free Municipal Bond ETF in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.
Holders
13
Holders Change
–
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Morgan Stanley
New York
|
$1.55M |
| 2 |
2
Citigroup
New York
|
$481K |
| 3 |
U
3
UBS
Zurich,
Switzerland
|
$1.37M |
| 4 |
AIG
4
American International Group
New York
|
$77K |
| 5 |
PAG
5
Private Advisor Group
Morristown,
New Jersey
|
$13K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Bank of America
Charlotte,
North Carolina
| $1.76M | 69,090 | -544 | -0.8% |
|
|
2
Morgan Stanley
New York
| $1.55M | 60,745 | +10,445 | +21% |
|
|
U
3
UBS
Zurich,
Switzerland
| $1.37M | 53,535 | +4,063 | +8% |
|
4
Wells Fargo
San Francisco,
California
| $1.29M | 50,448 | -13,204 | -21% |
|
|
5
Citigroup
New York
| $481K | 18,872 | +4,197 | +29% |
|
6
LPL Financial
San Diego,
California
| $307K | 12,004 | -2,941 | -20% |
|
|
RJA
7
Raymond James & Associates
St Petersburg,
Florida
| $265K | 10,378 | -311 | -3% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $198K | 7,768 | -2,185 | -22% |
|
|
AA
9
Apriem Advisors
Irvine,
California
| $169K | 6,610 | +32 | +0.5% |
|
10
Ameriprise
Minneapolis,
Minnesota
| $79K | 3,090 | – | – |
|
|
AIG
11
American International Group
New York
| $77K | 3,019 | +3,019 | New |
|
|
PAG
12
Private Advisor Group
Morristown,
New Jersey
| $13K | 500 | +500 | New |
|
|
NES
13
New England Securities
New York
| $11K | 423 | – | – |
|
14
Jane Street
New York
| – | – | -38,885 | Closed |
|
|
PAS
15
Partnervest Advisory Services
Santa Barbara,
California
| – | – | -6,000 | Closed |
|