Invesco New York AMT-Free Municipal Bond ETF
PZT
23 hedge funds and large institutions have $24M invested in Invesco New York AMT-Free Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 4 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
23% more capital invested
Capital invested by funds: $19.5M → $24M (+$4.44M)
3.16% more ownership
Funds ownership: 18.01% → 21.17% (+3.2%)
12% less funds holding
Funds holding: 26 → 23 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMG
Asset Management Group
Stamford,
Connecticut
|
+$2.28M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.21M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$721K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$602K |
| 5 |
EH
Equitable Holdings
New York
|
+$292K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$325K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$231K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$59.1K |
| 4 |
LGA
Lebenthal Global Advisors
Hauppauge,
New York
|
-$33K |
| 5 |
Jane Street
New York
|
-$31.1K |
PZT Hedge Fund Activity: Q1 2021 in Review
23 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q1 2021, worth a combined $24M — up 23% from $19.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PZT and 1 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 11 added.
The largest buyer was Asset Management Group, adding an estimated $2.28M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $325K sold.
- 23 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q1 2021, down from 26 in Q4 2020.
- Funds reported $24M of Invesco New York AMT-Free Municipal Bond ETF stock for Q1 2021, up 23% quarter-over-quarter.
- 1 fund opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q1 2021 and 4 closed out, a net change of -3 holders.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q1 2021 was Asset Management Group, an estimated $2.28M added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q1 2021 was Raymond James Financial Services Advisors, an estimated $325K sold.
Based on aggregated 13F filings for Q1 2021.