Invesco New York AMT-Free Municipal Bond ETF
PZT
14 hedge funds and large institutions have $12.6M invested in Invesco New York AMT-Free Municipal Bond ETF in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.
385% more capital inflows, than outflows
Capital inflows: $2.45M | Capital outflows: $505K
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
8% more funds holding
Funds holding: 13 → 14 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.34M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$422K |
| 3 |
Virtu KCG Holdings
New York
|
+$322K |
| 4 |
AMG
Asset Management Group
Stamford,
Connecticut
|
+$228K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$71K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alesco Advisors
Pittsford,
New York
|
-$342K |
| 2 |
Bouchey Financial Group
Troy,
New York
|
-$69.2K |
| 3 |
United Asset Strategies
Garden City,
New York
|
-$61.6K |
| 4 |
Tortoise Investment Management
White Plains,
New York
|
-$27.3K |
| 5 |
Morgan Stanley
New York
|
-$5.26K |
PZT Hedge Fund Activity: Q3 2015 in Review
14 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q3 2015, worth a combined $12.6M — up 18% from $10.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PZT positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Jane Street, adding an estimated $1.34M. The largest seller was Alesco Advisors, exiting entirely with an estimated $342K sold.
- 14 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q3 2015, up from 13 in Q2 2015.
- Funds reported $12.6M of Invesco New York AMT-Free Municipal Bond ETF stock for Q3 2015, up 18% quarter-over-quarter.
- 3 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q3 2015 and 1 closed out, a net change of +2 holders.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q3 2015 was Jane Street, an estimated $1.34M added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q3 2015 was Alesco Advisors, an estimated $342K sold.
Based on aggregated 13F filings for Q3 2015.