Invesco New York AMT-Free Municipal Bond ETF
PZT
14 hedge funds and large institutions have $11.3M invested in Invesco New York AMT-Free Municipal Bond ETF in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 0 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
27% more funds holding
Funds holding: 11 → 14 (+3)
15% more capital invested
Capital invested by funds: $9.82M → $11.3M (+$1.51M)
3.06% more ownership
Funds ownership: 20.97% → 24.03% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$616K |
| 2 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$481K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$138K |
| 4 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$135K |
| 5 |
Morgan Stanley
New York
|
+$53.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$141K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIM
1
Tortoise Investment Management
White Plains,
New York
| $2.56M | +$135K | +5,629 | +6% |
|
|
BFG
2
Bouchey Financial Group
Troy,
New York
| $1.91M | +$481K | +20,115 | +34% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.19M | -$141K | -5,909 | -11% |
|
|
4
Morgan Stanley
New York
| $1.16M | +$53.7K | +2,249 | +5% |
|
5
Bank of America
Charlotte,
North Carolina
| $1.13M | +$31.4K | +1,313 | +3% |
|
|
U
6
UBS
Zurich,
Switzerland
| $1.01M | +$41.1K | +1,718 | +4% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $833K | +$138K | +5,783 | +20% |
|
|
8
Jane Street
New York
| $624K | +$616K | +25,795 | New |
|
|
AMG
9
Asset Management Group
Stamford,
Connecticut
| $435K | +$24.4K | +1,020 | +6% |
|
|
AA
10
Alesco Advisors
Pittsford,
New York
| $267K | – | – | – |
|
11
Wells Fargo
San Francisco,
California
| $140K | – | – | – |
|
12
Ameriprise
Minneapolis,
Minnesota
| $34K | +$33.5K | +1,400 | New |
|
13
Citigroup
New York
| $32K | – | – | – |
|
|
NFG
14
Next Financial Group
Houston,
Texas
| $12K | +$11.9K | +500 | New |
|
PZT Hedge Fund Activity: Q3 2014 in Review
14 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q3 2014, worth a combined $11.3M — up 15% from $9.82M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PZT positions and 0 closed out — a net gain of 3 holders — while 7 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $616K. The largest seller was Susquehanna International Group, cutting an estimated $141K.
- 14 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q3 2014, up from 11 in Q2 2014.
- Funds reported $11.3M of Invesco New York AMT-Free Municipal Bond ETF stock for Q3 2014, up 15% quarter-over-quarter.
- 3 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q3 2014 and 0 closed out, a net change of +3 holders.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q3 2014 was Jane Street, an estimated $616K added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q3 2014 was Susquehanna International Group, an estimated $141K sold.
Based on aggregated 13F filings for Q3 2014.