Invesco New York AMT-Free Municipal Bond ETF
PZT
22 hedge funds and large institutions have $17.7M invested in Invesco New York AMT-Free Municipal Bond ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
10% more funds holding
Funds holding: 20 → 22 (+2)
7% more capital invested
Capital invested by funds: $16.5M → $17.7M (+$1.17M)
1.2% more ownership
Funds ownership: 17.5% → 18.7% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
+$500K |
| 2 |
PGAM
Princeton Global Asset Management
Princeton,
New Jersey
|
+$340K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$205K |
| 4 |
Jane Street
New York
|
+$158K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$111K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$475K |
| 2 |
Morgan Stanley
New York
|
-$142K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$20.8K |
| 4 |
WQ
Wealth Quarterback
Toms River,
New Jersey
|
-$17.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$14.1K |
PZT Hedge Fund Activity: Q2 2020 in Review
22 of the 4,889 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q2 2020, worth a combined $17.7M — up 7.1% from $16.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PZT positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Equitable Holdings, opening a new position worth an estimated $500K. The largest seller was Citadel Advisors, cutting an estimated $475K.
- 22 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q2 2020, up from 20 in Q1 2020.
- Funds reported $17.7M of Invesco New York AMT-Free Municipal Bond ETF stock for Q2 2020, up 7.1% quarter-over-quarter.
- 3 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q2 2020 and 1 closed out, a net change of +2 holders.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q2 2020 was Equitable Holdings, an estimated $500K added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q2 2020 was Citadel Advisors, an estimated $475K sold.
Based on aggregated 13F filings for Q2 2020.