Invesco New York AMT-Free Municipal Bond ETF
PZT
12 hedge funds and large institutions have $9.83M invested in Invesco New York AMT-Free Municipal Bond ETF in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.
0.38% more ownership
Funds ownership: 20.19% → 20.57% (+0.38%)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
23% less capital invested
Capital invested by funds: $12.8M → $9.83M (-$3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$1.93M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$145K |
| 3 |
Citigroup
New York
|
+$131K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$37.1K |
| 5 |
AMG
Asset Management Group
Stamford,
Connecticut
|
+$3.72K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.97M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.64M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$759K |
| 4 |
Morgan Stanley
New York
|
-$398K |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$36K |
PZT Hedge Fund Activity: Q3 2013 in Review
12 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q3 2013, worth a combined $9.83M — down 23% from $12.8M a quarter earlier.
Fund positioning in PZT was balanced in Q3 2013: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 5 trimmed.
The largest buyer was Tortoise Investment Management, opening a new position worth an estimated $1.93M. The largest seller was Royal Bank of Canada, cutting an estimated $1.97M.
- 12 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $9.83M of Invesco New York AMT-Free Municipal Bond ETF stock for Q3 2013, down 23% quarter-over-quarter.
- 2 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q3 2013 and 2 closed out, a net change of 0 holders.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q3 2013 was Tortoise Investment Management, an estimated $1.93M added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q3 2013 was Royal Bank of Canada, an estimated $1.97M sold.
Based on aggregated 13F filings for Q3 2013.