Invesco New York AMT-Free Municipal Bond ETF
PZT
32 hedge funds and large institutions have $24.4M invested in Invesco New York AMT-Free Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 3 closing their positions.
1.8% less ownership
Funds ownership: 30.54% → 28.73% (-1.8%)
3% less funds holding
Funds holding: 33 → 32 (-1)
12% less capital invested
Capital invested by funds: $27.8M → $24.4M (-$3.37M)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$1.07M |
| 2 |
LPL Financial
San Diego,
California
|
+$307K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$183K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$175K |
| 5 |
FZCM
Flynn Zito Capital Management
Garden City,
New York
|
+$89.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.67M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$506K |
| 3 |
EH
Equitable Holdings
New York
|
-$259K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$257K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$217K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $167K | – | – | – |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $93K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $70K | – | – | – |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $36.7K | – | – | – |
|
30
JP Morgan Chase
New York
| $24.5K | +$25.7K | +1,153 | New |
|
|
GJIA
31
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $8.33K | +$67 | +3 | +0.8% |
|
|
32
Bank of Montreal
Toronto,
Ontario, Canada
| $22 | -$506K | -22,721 | -100% |
|
|
EH
33
Equitable Holdings
New York
| – | -$259K | -11,404 | Closed |
|
|
34
Creative Planning
Overland Park,
Kansas
| – | -$257K | -11,312 | Closed |
|
|
ACA
35
Atlas Capital Advisors
Jackson,
Wyoming
| – | -$185K | -8,153 | Closed |
|
PZT Hedge Fund Activity: Q3 2023 in Review
32 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q3 2023, worth a combined $24.4M — down 12% from $27.8M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PZT and 2 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 10 added.
The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $1.07M. The largest seller was Jane Street, cutting an estimated $1.67M.
- 32 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q3 2023, down from 33 in Q2 2023.
- Funds reported $24.4M of Invesco New York AMT-Free Municipal Bond ETF stock for Q3 2023, down 12% quarter-over-quarter.
- 2 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q3 2023 and 3 closed out, a net change of -1 holder.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q3 2023 was Miracle Mile Advisors, an estimated $1.07M added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q3 2023 was Jane Street, an estimated $1.67M sold.
Based on aggregated 13F filings for Q3 2023.