Invesco New York AMT-Free Municipal Bond ETF
PZT
35 hedge funds and large institutions have $22.2M invested in Invesco New York AMT-Free Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
21% more funds holding
Funds holding: 29 → 35 (+6)
9.9% less ownership
Funds ownership: 34.96% → 25.06% (-9.9%)
36% less capital invested
Capital invested by funds: $34.7M → $22.2M (-$12.5M)
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$724K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$689K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$548K |
| 4 |
EH
Equitable Holdings
New York
|
+$547K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$246K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$10.2M |
| 2 |
Jane Street
New York
|
-$3.69M |
| 3 |
Morgan Stanley
New York
|
-$652K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$529K |
| 5 |
FZCM
Flynn Zito Capital Management
Garden City,
New York
|
-$416K |
PZT Hedge Fund Activity: Q4 2022 in Review
35 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q4 2022, worth a combined $22.2M — down 36% from $34.7M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PZT positions and 6 closed out — a net gain of 7 holders — while 6 added to existing stakes and 11 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $724K. The largest seller was Miracle Mile Advisors, exiting entirely with an estimated $10.2M sold.
- 35 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q4 2022, up from 29 in Q3 2022.
- Funds reported $22.2M of Invesco New York AMT-Free Municipal Bond ETF stock for Q4 2022, down 36% quarter-over-quarter.
- 13 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q4 2022 and 6 closed out, a net change of +7 holders.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q4 2022 was MML Investors Services, an estimated $724K added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q4 2022 was Miracle Mile Advisors, an estimated $10.2M sold.
Based on aggregated 13F filings for Q4 2022.