Invesco New York AMT-Free Municipal Bond ETF
PZT
26 hedge funds and large institutions have $19.5M invested in Invesco New York AMT-Free Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
24% more funds holding
Funds holding: 21 → 26 (+5)
9% more capital invested
Capital invested by funds: $18M → $19.5M (+$1.55M)
0.06% less ownership
Funds ownership: 18.07% → 18.01% (-0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$546K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$320K |
| 3 |
Jane Street
New York
|
+$287K |
| 4 |
EH
Equitable Holdings
New York
|
+$235K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$227K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$554K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$423K |
| 3 |
Morgan Stanley
New York
|
-$335K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$41.8K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$35.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
BlackRock
New York
| $7K | – | – | – |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$554K | -21,713 | Closed |
|
PZT Hedge Fund Activity: Q4 2020 in Review
26 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q4 2020, worth a combined $19.5M — up 8.6% from $18M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PZT positions and 1 closed out — a net gain of 5 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $546K. The largest seller was Citadel Advisors, exiting entirely with an estimated $554K sold.
- 26 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q4 2020, up from 21 in Q3 2020.
- Funds reported $19.5M of Invesco New York AMT-Free Municipal Bond ETF stock for Q4 2020, up 8.6% quarter-over-quarter.
- 6 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q4 2020 and 1 closed out, a net change of +5 holders.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q4 2020 was Susquehanna International Group, an estimated $546K added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q4 2020 was Citadel Advisors, an estimated $554K sold.
Based on aggregated 13F filings for Q4 2020.