Invesco California AMT-Free Municipal Bond ETF
64 hedge funds and large institutions have $247M invested in Invesco California AMT-Free Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 7 closing their positions.
189% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 9
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
7% more funds holding
Funds holding: 60 → 64 (+4)
1% less capital invested
Capital invested by funds: $249M → $247M (-$1.59M)
3.03% less ownership
Funds ownership: 57.93% → 54.9% (-3%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $222K
Top Buyers
| 1 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$2.32M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.96M |
| 3 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$1.62M |
| 4 |
BC
Brio Consultants
San Francisco,
California
|
+$1.22M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$1.16M |
Top Sellers
PWZ Hedge Fund Activity: Q3 2020 in Review
64 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco California AMT-Free Municipal Bond ETF (PWZ) for Q3 2020, worth a combined $247M — down 0.64% from $249M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PWZ positions and 7 closed out — a net gain of 4 holders — while 26 added to existing stakes and 9 trimmed.
The largest buyer was Miracle Mile Advisors, adding an estimated $2.32M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $8.41M.
- 64 institutional investors held Invesco California AMT-Free Municipal Bond ETF (PWZ) as of Q3 2020, up from 60 in Q2 2020.
- Funds reported $247M of Invesco California AMT-Free Municipal Bond ETF stock for Q3 2020, down 0.64% quarter-over-quarter.
- 11 funds opened new Invesco California AMT-Free Municipal Bond ETF positions in Q3 2020 and 7 closed out, a net change of +4 holders.
- The largest Invesco California AMT-Free Municipal Bond ETF buyer in Q3 2020 was Miracle Mile Advisors, an estimated $2.32M added.
- The largest Invesco California AMT-Free Municipal Bond ETF seller in Q3 2020 was Charles Schwab Investment Advisory, an estimated $8.41M sold.
Based on aggregated 13F filings for Q3 2020.