Invesco New York AMT-Free Municipal Bond ETF
PZT
41 hedge funds and large institutions have $60.1M invested in Invesco New York AMT-Free Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 3 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
2.11% more ownership
Funds ownership: 43.93% → 46.04% (+2.1%)
3% more capital invested
Capital invested by funds: $58.5M → $60.1M (+$1.62M)
0% more funds holding
Funds holding: 41 → 41 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$720K |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$479K |
| 3 |
Jane Street
New York
|
+$436K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$403K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$391K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$823K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$362K |
| 3 |
AMG
Asset Management Group
Stamford,
Connecticut
|
-$290K |
| 4 |
FZCM
Flynn Zito Capital Management
Garden City,
New York
|
-$285K |
| 5 |
Citigroup
New York
|
-$273K |
PZT Hedge Fund Activity: Q4 2024 in Review
41 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q4 2024, worth a combined $60.1M — up 2.8% from $58.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PZT positions and 3 closed out — a net gain of 1 holder — while 19 added to existing stakes and 11 trimmed.
The largest buyer was Hennion & Walsh Asset Management, adding an estimated $720K. The largest seller was Citadel Advisors, exiting entirely with an estimated $823K sold.
- 41 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $60.1M of Invesco New York AMT-Free Municipal Bond ETF stock for Q4 2024, up 2.8% quarter-over-quarter.
- 4 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q4 2024 and 3 closed out, a net change of +1 holder.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q4 2024 was Hennion & Walsh Asset Management, an estimated $720K added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q4 2024 was Citadel Advisors, an estimated $823K sold.
Based on aggregated 13F filings for Q4 2024.