Invesco New York AMT-Free Municipal Bond ETF
PZT
33 hedge funds and large institutions have $27.8M invested in Invesco New York AMT-Free Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 6 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 10
12% more capital invested
Capital invested by funds: $24.8M → $27.8M (+$2.97M)
2.69% more ownership
Funds ownership: 27.85% → 30.54% (+2.7%)
8% less funds holding
Funds holding: 36 → 33 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.32M |
| 2 |
LPL Financial
San Diego,
California
|
+$427K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$415K |
| 4 |
BF
Brooklyn FI
New York
|
+$222K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$224K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$223K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$223K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$216K |
| 5 |
Morgan Stanley
New York
|
-$191K |
PZT Hedge Fund Activity: Q2 2023 in Review
33 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q2 2023, worth a combined $27.8M — up 12% from $24.8M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PZT and 3 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 15 added.
The largest buyer was Jane Street, adding an estimated $2.32M. The largest seller was Moors & Cabot, exiting entirely with an estimated $224K sold.
- 33 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q2 2023, down from 36 in Q1 2023.
- Funds reported $27.8M of Invesco New York AMT-Free Municipal Bond ETF stock for Q2 2023, up 12% quarter-over-quarter.
- 3 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q2 2023 and 6 closed out, a net change of -3 holders.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q2 2023 was Jane Street, an estimated $2.32M added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q2 2023 was Moors & Cabot, an estimated $224K sold.
Based on aggregated 13F filings for Q2 2023.