Invesco California AMT-Free Municipal Bond ETF
69 hedge funds and large institutions have $356M invested in Invesco California AMT-Free Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 14 closing their positions.
21% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 14
1% more funds holding
Funds holding: 68 → 69 (+1)
5% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 21
1.77% less ownership
Funds ownership: 64.62% → 62.85% (-1.8%)
5% less capital invested
Capital invested by funds: $375M → $356M (-$19.3M)
Top Buyers
| 1 |
Jane Street
New York
|
+$33.5M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$4.85M |
| 3 |
Morgan Stanley
New York
|
+$4.05M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$3.51M |
| 5 |
Renaissance Technologies
New York
|
+$2.98M |
Top Sellers
PWZ Hedge Fund Activity: Q4 2022 in Review
69 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco California AMT-Free Municipal Bond ETF (PWZ) for Q4 2022, worth a combined $356M — down 5.1% from $375M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PWZ positions and 14 closed out — a net gain of 3 holders — while 22 added to existing stakes and 21 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $33.5M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $61.6M.
- 69 institutional investors held Invesco California AMT-Free Municipal Bond ETF (PWZ) as of Q4 2022, up from 68 in Q3 2022.
- Funds reported $356M of Invesco California AMT-Free Municipal Bond ETF stock for Q4 2022, down 5.1% quarter-over-quarter.
- 17 funds opened new Invesco California AMT-Free Municipal Bond ETF positions in Q4 2022 and 14 closed out, a net change of +3 holders.
- The largest Invesco California AMT-Free Municipal Bond ETF buyer in Q4 2022 was Jane Street, an estimated $33.5M added.
- The largest Invesco California AMT-Free Municipal Bond ETF seller in Q4 2022 was Charles Schwab Investment Advisory, an estimated $61.6M sold.
Based on aggregated 13F filings for Q4 2022.