Invesco New York AMT-Free Municipal Bond ETF
PZT
18 hedge funds and large institutions have $10.5M invested in Invesco New York AMT-Free Municipal Bond ETF in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
20% more funds holding
Funds holding: 15 → 18 (+3)
5% more capital invested
Capital invested by funds: $10M → $10.5M (+$487K)
0.56% less ownership
Funds ownership: 19.35% → 18.78% (-0.56%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$261K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$175K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$170K |
| 5 |
Morgan Stanley
New York
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$859K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$671K |
| 3 |
Jane Street
New York
|
-$72.1K |
| 4 |
UAS
United Asset Strategies
Garden City,
New York
|
-$55K |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$52.9K |
PZT Hedge Fund Activity: Q2 2016 in Review
18 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q2 2016, worth a combined $10.5M — up 4.9% from $10M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PZT positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1M. The largest seller was Virtu KCG Holdings, cutting an estimated $859K.
- 18 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q2 2016, up from 15 in Q1 2016.
- Funds reported $10.5M of Invesco New York AMT-Free Municipal Bond ETF stock for Q2 2016, up 4.9% quarter-over-quarter.
- 4 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q2 2016 and 1 closed out, a net change of +3 holders.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q2 2016 was Susquehanna International Group, an estimated $1M added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q2 2016 was Virtu KCG Holdings, an estimated $859K sold.
Based on aggregated 13F filings for Q2 2016.