Invesco New York AMT-Free Municipal Bond ETF
PZT
25 hedge funds and large institutions have $24M invested in Invesco New York AMT-Free Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
9% more funds holding
Funds holding: 23 → 25 (+2)
0% more capital invested
Capital invested by funds: $24M → $24M (+$35.5K)
0.71% less ownership
Funds ownership: 21.17% → 20.46% (-0.71%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$424K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$387K |
| 3 |
EH
Equitable Holdings
New York
|
+$135K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$93.4K |
| 5 |
LPL Financial
San Diego,
California
|
+$47.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$641K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$487K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$445K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$148K |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$78.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$487K | -18,929 | Closed |
|
PZT Hedge Fund Activity: Q2 2021 in Review
25 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q2 2021, worth a combined $24M — up 0.15% from $24M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PZT positions and 1 closed out — a net gain of 2 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $424K. The largest seller was Citadel Advisors, cutting an estimated $641K.
- 25 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q2 2021, up from 23 in Q1 2021.
- Funds reported $24M of Invesco New York AMT-Free Municipal Bond ETF stock for Q2 2021, up 0.15% quarter-over-quarter.
- 3 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q2 2021 and 1 closed out, a net change of +2 holders.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q2 2021 was Cambridge Investment Research Advisors, an estimated $424K added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $641K sold.
Based on aggregated 13F filings for Q2 2021.