Invesco California AMT-Free Municipal Bond ETF
PWZ
PWZ
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.
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
–
Top Buyers
Top Sellers
No sellers this quarter
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Wells Fargo
San Francisco,
California
| $16.2M | 628,873 | +414,807 | +194% |
|
2
Morgan Stanley
New York
| $7.95M | 309,016 | +19,907 | +7% |
|
3
UBS Group
Zurich,
Switzerland
| $2.75M | 107,036 | +10,436 | +11% |
|
4
Bank of America
Charlotte,
North Carolina
| $2.41M | 93,630 | +14,936 | +19% |
|
|
ACM
5
Avalon Capital Management
Port Of Redwood City,
California
| $1.17M | 45,564 | +45,564 | New |
|
6
LPL Financial
San Diego,
California
| $736K | 28,534 | +9,637 | +51% |
|
7
Citigroup
New York
| $699K | 27,156 | +5,648 | +26% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $536K | 20,836 | +13,068 | +168% |
|
|
AA
9
Apriem Advisors
Irvine,
California
| $325K | 12,636 | +5,195 | +70% |
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $292K | 11,343 | +11,343 | New |
|
|
CCM
11
Coe Capital Management
Highland Park,
Illinois
| $201K | 7,800 | – | – |
|
|
AIG
12
American International Group
New York
| $89.3K | 3,469 | +450 | +15% |
|