Invesco New York AMT-Free Municipal Bond ETF
PZT
34 hedge funds and large institutions have $29.6M invested in Invesco New York AMT-Free Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
21% more capital invested
Capital invested by funds: $24.4M → $29.6M (+$5.2M)
6% more funds holding
Funds holding: 32 → 34 (+2)
3.3% more ownership
Funds ownership: 28.73% → 32.03% (+3.3%)
47% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.95M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$1.87M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$784K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$467K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$289K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$919K |
| 2 |
AMG
Asset Management Group
Stamford,
Connecticut
|
-$765K |
| 3 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$385K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$223K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$218K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAN
26
Cetera Advisor Networks
El Segundo,
California
| $210K | -$10K | -458 | -5% |
|
27
UBS Group
Zurich,
Switzerland
| $171K | -$145K | -6,635 | -47% |
|
28
Wells Fargo
San Francisco,
California
| $169K | -$38.2K | -1,749 | -19% |
|
|
29
Osaic Holdings
Scottsdale,
Arizona
| $121K | -$223K | -10,193 | -66% |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $76K | – | – | – |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $39.9K | – | – | – |
|
|
GI
32
GAMMA Investing
Foster City,
California
| $13.1K | +$12.3K | +563 | New |
|
|
GJIA
33
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $9.14K | +$66 | +3 | +0.8% |
|
34
Jones Financial Companies
Des Peres,
Missouri
| $3.12K | +$2.95K | +135 | New |
|
|
35
Citadel Advisors
Miami,
Florida
| – | -$919K | -43,272 | Closed |
|
|
BF
36
Brooklyn FI
New York
| – | -$208K | -9,803 | Closed |
|
|
SPIA
37
Steward Partners Investment Advisory
New York
| – | -$167K | -7,844 | Closed |
|
38
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$93K | -4,390 | Closed |
|
39
JP Morgan Chase
New York
| – | -$24.5K | -1,153 | Closed |
|
PZT Hedge Fund Activity: Q4 2023 in Review
34 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q4 2023, worth a combined $29.6M — up 21% from $24.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PZT positions and 5 closed out — a net gain of 2 holders — while 8 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.95M. The largest seller was Citadel Advisors, exiting entirely with an estimated $919K sold.
- 34 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q4 2023, up from 32 in Q3 2023.
- Funds reported $29.6M of Invesco New York AMT-Free Municipal Bond ETF stock for Q4 2023, up 21% quarter-over-quarter.
- 7 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q4 2023 and 5 closed out, a net change of +2 holders.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.95M added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q4 2023 was Citadel Advisors, an estimated $919K sold.
Based on aggregated 13F filings for Q4 2023.