Invesco California AMT-Free Municipal Bond ETF
PWZ
PWZ
11 hedge funds and large institutions have $19.2M invested in Invesco California AMT-Free Municipal Bond ETF in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 3 closing their positions.
Holders
11
Holders Change
-2
Holders Change %
-15.38%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Morgan Stanley
New York
|
$7.45M |
| 2 |
2
Wells Fargo
San Francisco,
California
|
$5.52M |
| 3 |
3
UBS Group
Zurich,
Switzerland
|
$2.49M |
| 4 |
4
Bank of America
Charlotte,
North Carolina
|
$2.03M |
| 5 |
CCM
5
Coe Capital Management
Highland Park,
Illinois
|
$201K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $7.45M | 289,109 | +228,364 | +376% |
|
|
2
Wells Fargo
San Francisco,
California
| $5.52M | 214,066 | +163,618 | +324% |
|
|
3
UBS Group
Zurich,
Switzerland
| $2.49M | 96,600 | +96,600 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $2.03M | 78,694 | +9,604 | +14% |
|
5
Citigroup
New York
| $554K | 21,508 | +2,636 | +14% |
|
6
LPL Financial
San Diego,
California
| $487K | 18,897 | +6,893 | +57% |
|
|
CCM
7
Coe Capital Management
Highland Park,
Illinois
| $201K | 7,800 | +7,800 | New |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $200K | 7,768 | – | – |
|
|
AA
9
Apriem Advisors
Irvine,
California
| $192K | 7,441 | +831 | +13% |
|
|
AIG
10
American International Group
New York
| $77.8K | 3,019 | – | – |
|
|
NES
11
New England Securities
New York
| $11K | 423 | – | – |
|
|
RJA
12
Raymond James & Associates
St Petersburg,
Florida
| – | – | -10,378 | Closed |
|
13
Ameriprise
Minneapolis,
Minnesota
| – | – | -3,090 | Closed |
|
|
PAG
14
Private Advisor Group
Morristown,
New Jersey
| – | – | -500 | Closed |
|