Invesco New York AMT-Free Municipal Bond ETF
PZT
33 hedge funds and large institutions have $30.6M invested in Invesco New York AMT-Free Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
37% more capital invested
Capital invested by funds: $22.4M → $30.6M (+$8.22M)
18% more funds holding
Funds holding: 28 → 33 (+5)
6.92% more ownership
Funds ownership: 19.11% → 26.03% (+6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
+$2.03M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$428K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$327K |
| 4 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$210K |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$164K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MP
McDonald Partners
Cleveland,
Ohio
|
-$358K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$286K |
| 3 |
AMG
Asset Management Group
Stamford,
Connecticut
|
-$168K |
| 4 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
-$98K |
| 5 |
Jane Street
New York
|
-$52.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIM
26
Rockbridge Investment Management
Syracuse,
New York
| $182K | +$729 | +28 | +0.4% |
|
|
APA
27
American Portfolios Advisors
Holbrook,
New York
| $137K | +$44.6K | +1,712 | +48% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $75K | +$74.9K | +2,877 | New |
|
|
SC
29
Sierra Capital
Miami,
Florida
| $69K | – | – | – |
|
|
VRM
30
Vectors Research Management
New York
| $52K | +$469 | +18 | +0.9% |
|
|
SJIA
31
St. James Investment Advisors
Port Jefferson,
New York
| $45K | +$45.1K | +1,730 | New |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $39K | – | – | – |
|
33
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $19K | +$182 | +7 | +1% |
|
|
MP
34
McDonald Partners
Cleveland,
Ohio
| – | -$358K | -13,750 | Closed |
|
|
GKWIM
35
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$98K | -3,800 | Closed |
|
PZT Hedge Fund Activity: Q4 2021 in Review
33 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q4 2021, worth a combined $30.6M — up 37% from $22.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PZT positions and 2 closed out — a net gain of 6 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was Armbruster Capital Management, opening a new position worth an estimated $2.03M. The largest seller was McDonald Partners, exiting entirely with an estimated $358K sold.
- 33 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q4 2021, up from 28 in Q3 2021.
- Funds reported $30.6M of Invesco New York AMT-Free Municipal Bond ETF stock for Q4 2021, up 37% quarter-over-quarter.
- 8 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q4 2021 and 2 closed out, a net change of +6 holders.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q4 2021 was Armbruster Capital Management, an estimated $2.03M added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q4 2021 was McDonald Partners, an estimated $358K sold.
Based on aggregated 13F filings for Q4 2021.