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Invesco New York AMT-Free Municipal Bond ETF
PZT

40 hedge funds and large institutions have $52.8M invested in Invesco New York AMT-Free Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

58% more capital invested

Capital invested by funds: $33.5M → $52.8M (+$19.3M)

9.2% more ownership

Funds ownership: 35.01% → 44.22% (+9.2%)

3% more funds holding

Funds holding: 39 → 40 (+1)

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
18
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$12.5M
2
MMA
Miracle Mile Advisors
California
+$5.81M
3
Morgan Stanley
Morgan Stanley
New York
+$980K
4
FZCM
Flynn Zito Capital Management
New York
+$410K
5
AWM
Able Wealth Management
New Jersey
+$247K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$871K
2
VAS
Valicenti Advisory Services
New York
-$383K
3
AWS
Atria Wealth Solutions
New York
-$224K
4
Citigroup
Citigroup
New York
-$45.7K
5
TIM
Tortoise Investment Management
New York
-$42.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
26
Cascade Financial Partners
California
$237K – – –
FTUS
27
Flow Traders U.S.
New York
$225K +$224K +9,808 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$217K +$15.8K +691 +8%
FHA
29
Flagship Harbor Advisors
Massachusetts
$204K – – –
KAS
30
Kestra Advisory Services
Texas
$202K +$201K +8,800 New
Wells Fargo
31
Wells Fargo
California
$187K +$7.79K +341 +4%
Osaic Holdings
32
Osaic Holdings
Arizona
$138K -$11.4K -498 -8%
UBS Group
33
UBS Group
Switzerland
$106K -$39.2K -1,715 -27%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$75K – – –
IA
35
IFP Advisors
Florida
$39.7K – – –
Jones Financial Companies
36
Jones Financial Companies
Missouri
$32.9K – – –
JP Morgan Chase
37
JP Morgan Chase
New York
$17K +$16.9K +739 New
TF
38
Tompkins Financial
New York
$15.9K – – –
GI
39
GAMMA Investing
California
$13.1K +$206 +9 +2%
GJIA
40
Glass Jacobson Investment Advisors
Maryland
$9.2K +$69 +3 +0.8%
VAS
41
Valicenti Advisory Services
New York
– -$383K -16,610 Closed
AWS
42
Atria Wealth Solutions
New York
– -$224K -9,706 Closed
1
2

PZT Hedge Fund Activity: Q2 2024 in Review

40 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q2 2024, worth a combined $52.8M — up 58% from $33.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PZT positions and 2 closed out — a net gain of 2 holders — while 18 added to existing stakes and 6 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $12.5M. The largest seller was Jane Street, cutting an estimated $871K.

  • 40 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q2 2024, up from 39 in Q1 2024.
  • Funds reported $52.8M of Invesco New York AMT-Free Municipal Bond ETF stock for Q2 2024, up 58% quarter-over-quarter.
  • 4 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q2 2024 and 2 closed out, a net change of +2 holders.
  • The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q2 2024 was HighTower Advisors, an estimated $12.5M added.
  • The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q2 2024 was Jane Street, an estimated $871K sold.

Based on aggregated 13F filings for Q2 2024.