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Invesco New York AMT-Free Municipal Bond ETF
PZT

20 hedge funds and large institutions have $16.5M invested in Invesco New York AMT-Free Municipal Bond ETF in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 2

38% more capital invested

Capital invested by funds: $11.9M → $16.5M (+$4.58M)

5% more funds holding

Funds holding: 19 → 20 (+1)

4.24% more ownership

Funds ownership: 13.26% → 17.5% (+4.2%)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
12
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$2.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$897K
3
PGAM
Princeton Global Asset Management
New Jersey
+$320K
4
TIM
Tortoise Investment Management
New York
+$264K
5
Bank of America
Bank of America
North Carolina
+$192K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$23K
2
Ameriprise
Ameriprise
Minnesota
-$12.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.41M +$192K +7,550 +6%
Jane Street
2
Jane Street
New York
$3.35M +$2.8M +110,231 +473%
Morgan Stanley
3
Morgan Stanley
New York
$1.51M -$23K -906 -1%
Citadel Advisors
4
Citadel Advisors
Florida
$1.35M +$897K +35,359 +193%
TIM
5
Tortoise Investment Management
New York
$1.32M +$264K +10,415 +25%
Wells Fargo
6
Wells Fargo
California
$1.26M +$90.9K +3,584 +8%
Osaic Holdings
7
Osaic Holdings
Arizona
$861K +$874K +34,453 New
UBS Group
8
UBS Group
Switzerland
$524K +$18.8K +742 +4%
AMG
9
Asset Management Group
Connecticut
$511K +$3.32K +131 +0.6%
LPL Financial
10
LPL Financial
California
$422K +$94.9K +3,741 +29%
Ameriprise
11
Ameriprise
Minnesota
$325K -$12.7K -500 -4%
PGAM
12
Princeton Global Asset Management
New Jersey
$316K +$320K +12,605 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$287K +$1.57K +62 +0.5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$266K +$29.1K +1,146 +12%
WS
15
Wedbush Securities
California
$251K – – –
Citigroup
16
Citigroup
New York
$236K +$30.5K +1,200 +15%
SPIA
17
Steward Partners Investment Advisory
New York
$198K – – –
APA
18
American Portfolios Advisors
New York
$76.2K – – –
WQ
19
Wealth Quarterback
New Jersey
$17.7K +$127 +5 +0.7%
BlackRock
20
BlackRock
New York
$6K – – –

PZT Hedge Fund Activity: Q1 2020 in Review

20 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q1 2020, worth a combined $16.5M — up 38% from $11.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PZT positions and 0 closed out — a net gain of 2 holders — while 12 added to existing stakes and 2 trimmed.

The largest buyer was Jane Street, adding an estimated $2.8M. The largest seller was Morgan Stanley, cutting an estimated $23K.

  • 20 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q1 2020, up from 19 in Q4 2019.
  • Funds reported $16.5M of Invesco New York AMT-Free Municipal Bond ETF stock for Q1 2020, up 38% quarter-over-quarter.
  • 2 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q1 2020 and 0 closed out, a net change of +2 holders.
  • The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q1 2020 was Jane Street, an estimated $2.8M added.
  • The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q1 2020 was Morgan Stanley, an estimated $23K sold.

Based on aggregated 13F filings for Q1 2020.