Invesco New York AMT-Free Municipal Bond ETF
PZT
36 hedge funds and large institutions have $24.8M invested in Invesco New York AMT-Free Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
12% more capital invested
Capital invested by funds: $22.2M → $24.8M (+$2.62M)
3% more funds holding
Funds holding: 35 → 36 (+1)
2.79% more ownership
Funds ownership: 25.06% → 27.85% (+2.8%)
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.37M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$419K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$386K |
| 4 |
VAS
Valicenti Advisory Services
Elmira,
New York
|
+$375K |
| 5 |
FZCM
Flynn Zito Capital Management
Garden City,
New York
|
+$353K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$618K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$558K |
| 3 |
Citigroup
New York
|
-$300K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$198K |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$114K |
PZT Hedge Fund Activity: Q1 2023 in Review
36 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q1 2023, worth a combined $24.8M — up 12% from $22.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PZT positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 13 trimmed.
The largest buyer was Jane Street, adding an estimated $2.37M. The largest seller was Equitable Holdings, cutting an estimated $618K.
- 36 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q1 2023, up from 35 in Q4 2022.
- Funds reported $24.8M of Invesco New York AMT-Free Municipal Bond ETF stock for Q1 2023, up 12% quarter-over-quarter.
- 6 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q1 2023 and 4 closed out, a net change of +2 holders.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q1 2023 was Jane Street, an estimated $2.37M added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q1 2023 was Equitable Holdings, an estimated $618K sold.
Based on aggregated 13F filings for Q1 2023.