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Invesco New York AMT-Free Municipal Bond ETF

47 hedge funds and large institutions have $58M invested in Invesco New York AMT-Free Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

9% more funds holding

Funds holding: 4347 (+4)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

1% less capital invested

Capital invested by funds: $58.6M → $58M (-$647K)

1.67% less ownership

Funds ownership: 44.07%42.4% (-1.7%)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
26
Wealthfront Advisers
California
$415K +$137K +6,336 +51%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$395K +$383K +17,747 New
Ameriprise
28
Ameriprise
Minnesota
$327K -$32.9K -1,523 -9%
Citigroup
29
Citigroup
New York
$319K
KAS
30
Kestra Advisory Services
Texas
$289K -$186K -8,600 -40%
Citadel Advisors
31
Citadel Advisors
Florida
$281K +$273K +12,646 New
PI
32
PFG Investments
New York
$262K +$37.6K +1,742 +17%
BAM
33
Belpointe Asset Management
Nevada
$234K
CFP
34
Cascade Financial Partners
California
$229K
Wells Fargo
35
Wells Fargo
California
$228K -$19.3K -891 -8%
Mariner
36
Mariner
Kansas
$227K -$26.4K -1,224 -11%
FHA
37
Flagship Harbor Advisors
Massachusetts
$220K +$214K +9,900 New
Bank of New York Mellon
38
Bank of New York Mellon
New York
$215K +$7.17K +332 +4%
MFG
39
Mustico Financial Group
New York
$209K +$203K +9,382 New
OMC
40
Old Mission Capital
Illinois
$205K +$199K +9,221 New
JP Morgan Chase
41
JP Morgan Chase
New York
$177K -$81.6K -3,775 -32%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$133K
Jones Financial Companies
43
Jones Financial Companies
Missouri
$41.9K
RFP
44
Root Financial Partners
California
$40.7K +$39.5K +1,830 New
AAS
45
Ameritas Advisory Services
Nebraska
$26.6K -$108 -5 -0.4%
GI
46
GAMMA Investing
California
$24K
BBHC
47
Brown Brothers Harriman & Co
New York
$7.52K
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
-$361K -16,673 Closed
EC
49
Elequin Capital
New York
-$113K -5,201 Closed
Fidelity Investments
50
Fidelity Investments
Massachusetts
-$87 -4 Closed

PZT Hedge Fund Activity: Q3 2025 in Review

47 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q3 2025, worth a combined $58M — down 1.1% from $58.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PZT positions and 3 closed out — a net gain of 5 holders — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Guggenheim Capital, opening a new position worth an estimated $2.98M. The largest seller was Miracle Mile Advisors, cutting an estimated $4.66M.

  • 47 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q3 2025, up from 43 in Q2 2025.
  • Funds reported $58M of Invesco New York AMT-Free Municipal Bond ETF stock for Q3 2025, down 1.1% quarter-over-quarter.
  • 8 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q3 2025 and 3 closed out, a net change of +5 holders.
  • The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q3 2025 was Guggenheim Capital, an estimated $2.98M added.
  • The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q3 2025 was Miracle Mile Advisors, an estimated $4.66M sold.

Based on aggregated 13F filings for Q3 2025.