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Invesco California AMT-Free Municipal Bond ETF

12 hedge funds and large institutions have $33.3M invested in Invesco California AMT-Free Municipal Bond ETF in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding

Funds holding: 11 → 12 (+1)

Holders
12
Holders Change
+1
Holders Change %
+9.09%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

PWZ Hedge Fund Activity: Q1 2015 in Review

12 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Invesco California AMT-Free Municipal Bond ETF (PWZ) for Q1 2015, worth a combined $33.3M — up 74% from $19.2M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PWZ positions and 0 closed out — a net gain of 2 holders — while 9 added to existing stakes and 0 trimmed.

The largest buyer was Wells Fargo, adding an estimated $10.7M.

  • 12 institutional investors held Invesco California AMT-Free Municipal Bond ETF (PWZ) as of Q1 2015, up from 11 in Q4 2014.
  • Funds reported $33.3M of Invesco California AMT-Free Municipal Bond ETF stock for Q1 2015, up 74% quarter-over-quarter.
  • 2 funds opened new Invesco California AMT-Free Municipal Bond ETF positions in Q1 2015 and 0 closed out, a net change of +2 holders.
  • The largest Invesco California AMT-Free Municipal Bond ETF buyer in Q1 2015 was Wells Fargo, an estimated $10.7M added.

Based on aggregated 13F filings for Q1 2015.