Invesco New York AMT-Free Municipal Bond ETF
PZT
13 hedge funds and large institutions have $11.4M invested in Invesco New York AMT-Free Municipal Bond ETF in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
0% more capital invested
Capital invested by funds: $11.3M → $11.4M (+$38.6K)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
7% less funds holding
Funds holding: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$172K |
| 2 |
Morgan Stanley
New York
|
+$94.1K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$77.8K |
| 4 |
AMG
Asset Management Group
Stamford,
Connecticut
|
+$74.6K |
| 5 |
Citigroup
New York
|
+$48.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$753K |
| 2 |
Jane Street
New York
|
-$388K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$312K |
| 4 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$70.1K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$34K |
PZT Hedge Fund Activity: Q4 2014 in Review
13 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q4 2014, worth a combined $11.4M — up 0.34% from $11.3M a quarter earlier.
Fund positioning in PZT was balanced in Q4 2014: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 4 trimmed.
The largest buyer was Wells Fargo, adding an estimated $172K. The largest seller was Susquehanna International Group, cutting an estimated $753K.
- 13 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q4 2014, down from 14 in Q3 2014.
- Funds reported $11.4M of Invesco New York AMT-Free Municipal Bond ETF stock for Q4 2014, up 0.34% quarter-over-quarter.
- 2 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q4 2014 and 2 closed out, a net change of 0 holders.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q4 2014 was Wells Fargo, an estimated $172K added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q4 2014 was Susquehanna International Group, an estimated $753K sold.
Based on aggregated 13F filings for Q4 2014.