Invesco New York AMT-Free Municipal Bond ETF
PZT
39 hedge funds and large institutions have $33.5M invested in Invesco New York AMT-Free Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 10
15% more funds holding
Funds holding: 34 → 39 (+5)
13% more capital invested
Capital invested by funds: $29.6M → $33.5M (+$3.87M)
2.98% more ownership
Funds ownership: 32.03% → 35.01% (+3%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFTS
American Financial & Tax Strategies
New York
|
+$2.85M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$902K |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$852K |
| 4 |
LPL Financial
San Diego,
California
|
+$308K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$299K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.81M |
| 2 |
Morgan Stanley
New York
|
-$727K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$299K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$288K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$33.9K |
PZT Hedge Fund Activity: Q1 2024 in Review
39 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q1 2024, worth a combined $33.5M — up 13% from $29.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PZT positions and 2 closed out — a net gain of 5 holders — while 15 added to existing stakes and 10 trimmed.
The largest buyer was American Financial & Tax Strategies, opening a new position worth an estimated $2.85M. The largest seller was Jane Street, cutting an estimated $1.81M.
- 39 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q1 2024, up from 34 in Q4 2023.
- Funds reported $33.5M of Invesco New York AMT-Free Municipal Bond ETF stock for Q1 2024, up 13% quarter-over-quarter.
- 7 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q1 2024 and 2 closed out, a net change of +5 holders.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q1 2024 was American Financial & Tax Strategies, an estimated $2.85M added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q1 2024 was Jane Street, an estimated $1.81M sold.
Based on aggregated 13F filings for Q1 2024.