Invesco New York AMT-Free Municipal Bond ETF
PZT
13 hedge funds and large institutions have $10.8M invested in Invesco New York AMT-Free Municipal Bond ETF in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
1.77% less ownership
Funds ownership: 23.84% → 22.07% (-1.8%)
5% less capital invested
Capital invested by funds: $11.4M → $10.8M (-$570K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UAS
United Asset Strategies
Garden City,
New York
|
+$526K |
| 2 |
AMG
Asset Management Group
Stamford,
Connecticut
|
+$308K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$178K |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$63.9K |
| 5 |
Morgan Stanley
New York
|
+$53.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$550K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$442K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$396K |
| 4 |
Jane Street
New York
|
-$240K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$131K |
PZT Hedge Fund Activity: Q1 2015 in Review
13 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q1 2015, worth a combined $10.8M — down 5% from $11.4M a quarter earlier.
Fund positioning in PZT was balanced in Q1 2015: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 4 trimmed.
The largest buyer was United Asset Strategies, opening a new position worth an estimated $526K. The largest seller was Tortoise Investment Management, cutting an estimated $550K.
- 13 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $10.8M of Invesco New York AMT-Free Municipal Bond ETF stock for Q1 2015, down 5% quarter-over-quarter.
- 3 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q1 2015 and 3 closed out, a net change of 0 holders.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q1 2015 was United Asset Strategies, an estimated $526K added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q1 2015 was Tortoise Investment Management, an estimated $550K sold.
Based on aggregated 13F filings for Q1 2015.