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Invesco New York AMT-Free Municipal Bond ETF

48 hedge funds and large institutions have $57.3M invested in Invesco New York AMT-Free Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 4748 (+1)

0.38% more ownership

Funds ownership: 42.4%42.78% (+0.38%)

1% less capital invested

Capital invested by funds: $58M → $57.3M (-$732K)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
21
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$414K +$18.5K +826 +5%
Wealthfront Advisers
27
Wealthfront Advisers
California
$410K -$6.93K -309 -2%
Citigroup
28
Citigroup
New York
$368K +$48.1K +2,145 +15%
Ameriprise
29
Ameriprise
Minnesota
$317K -$11.1K -496 -3%
KAS
30
Kestra Advisory Services
Texas
$292K +$2.47K +110 +0.8%
Raymond James Financial
31
Raymond James Financial
Florida
$286K -$168K -7,492 -37%
HF
32
HRT Financial
New York
$251K +$253K +11,266 New
BAM
33
Belpointe Asset Management
Nevada
$236K +$1.46K +65 +0.6%
CFP
34
Cascade Financial Partners
California
$230K
OMC
35
Old Mission Capital
Illinois
$228K +$22.1K +984 +11%
Mariner
36
Mariner
Kansas
$228K
FHA
37
Flagship Harbor Advisors
Massachusetts
$221K
Bank of New York Mellon
38
Bank of New York Mellon
New York
$216K -$22 -1 -0%
MFG
39
Mustico Financial Group
New York
$211K
VAS
40
Valicenti Advisory Services
New York
$206K +$207K +9,220 New
JP Morgan Chase
41
JP Morgan Chase
New York
$198K +$19.8K +884 +11%
GFA
42
Godfrey Financial Associates
New York
$191K +$192K +8,547 New
Wells Fargo
43
Wells Fargo
California
$186K -$43.3K -1,930 -19%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$134K
RFP
45
Root Financial Partners
California
$40.8K
Jones Financial Companies
46
Jones Financial Companies
Missouri
$33.5K -$8.83K -394 -21%
GI
47
GAMMA Investing
California
$24.1K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$5.31K +$5.34K +238 New
NL
49
NDWM LLC
California
-$448K -20,161 Closed
Citadel Advisors
50
Citadel Advisors
Florida
-$281K -12,646 Closed

PZT Hedge Fund Activity: Q4 2025 in Review

48 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q4 2025, worth a combined $57.3M — down 1.3% from $58M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PZT positions and 5 closed out — a net gain of 1 holder — while 21 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, adding an estimated $1.59M. The largest seller was HighTower Advisors, cutting an estimated $6.52M.

  • 48 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q4 2025, up from 47 in Q3 2025.
  • Funds reported $57.3M of Invesco New York AMT-Free Municipal Bond ETF stock for Q4 2025, down 1.3% quarter-over-quarter.
  • 6 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q4 2025 and 5 closed out, a net change of +1 holder.
  • The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q4 2025 was Jane Street, an estimated $1.59M added.
  • The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q4 2025 was HighTower Advisors, an estimated $6.52M sold.

Based on aggregated 13F filings for Q4 2025.