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Invesco New York AMT-Free Municipal Bond ETF
PZT

12 hedge funds and large institutions have $12.8M invested in Invesco New York AMT-Free Municipal Bond ETF in 2013 Q2 according to their latest regulatory filings, with 12 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

20.19% more ownership

Funds ownership: 0% → 20.19% (+20%)

Holders
12
Holders Change
+12
Holders Change %
–
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.77M +$4.98M +206,534 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.4M +$2.51M +104,046 New
Bank of America
3
Bank of America
North Carolina
$1.91M +$2M +82,869 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.64M +$1.71M +70,824 New
U
5
UBS
Switzerland
$916K +$956K +39,660 New
Wells Fargo
6
Wells Fargo
California
$382K +$399K +16,565 New
AMG
7
Asset Management Group
Connecticut
$376K +$393K +16,288 New
VAS
8
Valicenti Advisory Services
New York
$243K +$253K +10,500 New
Citigroup
9
Citigroup
New York
$74K +$77.6K +3,217 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$60K +$62.5K +2,590 New
Nomura Holdings
11
Nomura Holdings
Japan
$36K +$38K +1,575 New
AIG
12
American International Group
New York
$12.9K +$13.5K +558 New

PZT Hedge Fund Activity: Q2 2013 in Review

12 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q2 2013, worth a combined $12.8M.

Buyers outnumbered sellers: 12 funds opened new PZT positions and 0 closed out — a net gain of 12 holders — while 0 added to existing stakes and 0 trimmed.

  • 12 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $12.8M of Invesco New York AMT-Free Municipal Bond ETF stock for Q2 2013.
  • 12 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q2 2013 and 0 closed out, a net change of +12 holders.

Based on aggregated 13F filings for Q2 2013.