PWZ icon

Invesco California AMT-Free Municipal Bond ETF
PWZ

Overview Fund Activity

120 hedge funds and large institutions have $473M invested in Invesco California AMT-Free Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
36
Reduced
39
Closed
7
Calls
$308K
Puts
–
Net Calls
+$308K
Net Calls Change
+$101K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.19M
2
SWP
Stratos Wealth Partners
Ohio
+$7.57M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.53M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.36M
5
FAT
First American Trust
California
+$2.72M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$12.4M
2
FFA
First Foundation Advisors
California
-$5.66M
3
Mariner
Mariner
Kansas
-$2.28M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.27M
5
SC
Syon Capital
California
-$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
1
Miracle Mile Advisors
California
$60.1M +$2.29M +95,912 +4%
SWP
2
Stratos Wealth Partners
Ohio
$42.8M +$7.57M +317,450 +22%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$34.3M +$4.53M +189,813 +15%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$34M +$4.36M +182,810 +15%
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$31.3M +$1.97M +82,555 +7%
FFA
6
First Foundation Advisors
California
$26.6M -$5.66M -237,223 -18%
SC
7
Syon Capital
California
$25M -$1.02M -42,572 -4%
EWA
8
EP Wealth Advisors
California
$20.7M +$735K +30,827 +4%
Bank of America
9
Bank of America
North Carolina
$20.5M -$12.4M -520,298 -38%
Morgan Stanley
10
Morgan Stanley
New York
$15.3M +$1.83M +76,835 +14%
LPL Financial
11
LPL Financial
California
$13.8M +$598K +25,085 +5%
ALA
12
Atlas Legacy Advisors
California
$10.7M -$103K -4,302 -1%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$9.55M -$492K -20,637 -5%
Ameriprise
14
Ameriprise
Minnesota
$9.49M -$848K -35,488 -8%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$8.19M +$8.19M +343,233 New
Wells Fargo
16
Wells Fargo
California
$7.78M -$186K -7,811 -2%
FAT
17
First American Trust
California
$7.75M +$2.72M +114,186 +54%
Jane Street
18
Jane Street
New York
$6.41M +$1.87M +78,542 +41%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$4.88M -$572K -23,967 -10%
ACA
20
Affinity Capital Advisors
California
$4.35M -$455K -19,875 -9%
AF
21
Allworth Financial
California
$4.34M -$991K -42,476 -19%
GC
22
Guggenheim Capital
Illinois
$4.04M +$1.31M +54,764 +48%
Wealthfront Advisers
23
Wealthfront Advisers
California
$3.51M +$1.75M +73,457 +100%
Mariner
24
Mariner
Kansas
$3.08M -$2.28M -95,447 -42%
OIA
25
OneDigital Investment Advisors
Kansas
$2.75M +$205K +8,577 +8%
1
2 3 4 5