Invesco California AMT-Free Municipal Bond ETF
50 hedge funds and large institutions have $206M invested in Invesco California AMT-Free Municipal Bond ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
43% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 14
11% more funds holding
Funds holding: 45 → 50 (+5)
1% less capital invested
Capital invested by funds: $209M → $206M (-$2.69M)
3.42% less ownership
Funds ownership: 65.33% → 61.9% (-3.4%)
Top Buyers
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$2.79M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.46M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.36M |
| 4 |
Morgan Stanley
New York
|
+$1.05M |
| 5 |
LPL Financial
San Diego,
California
|
+$783K |
Top Sellers
PWZ Hedge Fund Activity: Q2 2019 in Review
50 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco California AMT-Free Municipal Bond ETF (PWZ) for Q2 2019, worth a combined $206M — down 1.3% from $209M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PWZ positions and 4 closed out — a net gain of 5 holders — while 20 added to existing stakes and 14 trimmed.
The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $2.79M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $6.74M.
- 50 institutional investors held Invesco California AMT-Free Municipal Bond ETF (PWZ) as of Q2 2019, up from 45 in Q1 2019.
- Funds reported $206M of Invesco California AMT-Free Municipal Bond ETF stock for Q2 2019, down 1.3% quarter-over-quarter.
- 9 funds opened new Invesco California AMT-Free Municipal Bond ETF positions in Q2 2019 and 4 closed out, a net change of +5 holders.
- The largest Invesco California AMT-Free Municipal Bond ETF buyer in Q2 2019 was Mariner Independent Advisor Network, an estimated $2.79M added.
- The largest Invesco California AMT-Free Municipal Bond ETF seller in Q2 2019 was Charles Schwab Investment Advisory, an estimated $6.74M sold.
Based on aggregated 13F filings for Q2 2019.