PZT icon

Invesco New York AMT-Free Municipal Bond ETF

28 hedge funds and large institutions have $22.4M invested in Invesco New York AMT-Free Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.3M +$191K +7,331 +4%
AMG
2
Asset Management Group
Connecticut
$2.43M -$404K -15,544 -14%
Ameriprise
3
Ameriprise
Minnesota
$2.05M +$202K +7,760 +11%
TIM
4
Tortoise Investment Management
New York
$1.57M +$253K +9,750 +19%
EH
5
Equitable Holdings
New York
$1.46M +$5.59K +215 +0.4%
Morgan Stanley
6
Morgan Stanley
New York
$1.19M +$32K +1,229 +3%
Citigroup
7
Citigroup
New York
$1.05M +$222K +8,530 +27%
Wells Fargo
8
Wells Fargo
California
$898K -$43.5K -1,674 -5%
UBS Group
9
UBS Group
Switzerland
$896K +$73.5K +2,829 +9%
Osaic Holdings
10
Osaic Holdings
Arizona
$884K -$10.7K -413 -1%
LPL Financial
11
LPL Financial
California
$792K +$45K +1,733 +6%
CAN
12
Cetera Advisor Networks
California
$541K +$317K +12,193 +142%
Jane Street
13
Jane Street
New York
$470K -$2.57M -98,691 -85%
Citadel Advisors
14
Citadel Advisors
Florida
$383K -$188K -7,221 -33%
VAS
15
Valicenti Advisory Services
New York
$380K +$380K +14,600 New
MP
16
McDonald Partners
Ohio
$358K
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$353K -$68.1K -2,618 -16%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$322K +$46.2K +1,779 +17%
WS
19
Wedbush Securities
California
$260K
SPIA
20
Steward Partners Investment Advisory
New York
$206K
RIM
21
Rockbridge Investment Management
New York
$181K +$728 +28 +0.4%
GKWIM
22
Gerber Kawasaki Wealth & Investment Management
California
$98K +$98K +3,800 New
APA
23
American Portfolios Advisors
New York
$92.3K +$13.4K +514 +17%
SC
24
Sierra Capital
Florida
$69K +$69K +2,648 New
VRM
25
Vectors Research Management
New York
$51K +$1.01K +39 +2%