PZT icon

Invesco New York AMT-Free Municipal Bond ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
7
Increased
8
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
26
Cetera Advisor Networks
California
$210K -$10.6K -458 -5%
UBS Group
27
UBS Group
Switzerland
$171K -$153K -6,635 -47%
Wells Fargo
28
Wells Fargo
California
$169K -$40.4K -1,749 -19%
Osaic Holdings
29
Osaic Holdings
Arizona
$121K -$236K -10,193 -66%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$76K
IA
31
IFP Advisors
Florida
$39.9K
GI
32
GAMMA Investing
California
$13.1K +$13.1K +563 New
GJIA
33
Glass Jacobson Investment Advisors
Maryland
$9.14K +$69 +3 +0.8%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$3.12K +$3.12K +135 New
Citadel Advisors
35
Citadel Advisors
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
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
-$93K -4,390 Closed
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
-$24.5K -1,153 Closed