PZT icon

Invesco New York AMT-Free Municipal Bond ETF

39 hedge funds and large institutions have $33.5M invested in Invesco New York AMT-Free Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+5
Holders Change %
+14.71%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
15
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FZCM
1
Flynn Zito Capital Management
New York
$4.02M -$10.5K -454 -0.3%
Bank of America
2
Bank of America
North Carolina
$3.76M +$299K +12,976 +9%
Morgan Stanley
3
Morgan Stanley
New York
$3.02M -$727K -31,562 -19%
AFTS
4
American Financial & Tax Strategies
New York
$2.85M +$2.85M +123,761 New
LPL Financial
5
LPL Financial
California
$2.28M +$309K +13,395 +16%
EWA
6
EP Wealth Advisors
California
$1.97M
TIM
7
Tortoise Investment Management
New York
$1.94M +$23.1K +1,003 +1%
MMA
8
Miracle Mile Advisors
California
$1.55M +$285K +12,362 +23%
Jane Street
9
Jane Street
New York
$1.52M -$1.81M -78,765 -54%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$1.34M +$853K +37,009 +173%
HighTower Advisors
11
HighTower Advisors
Illinois
$903K +$903K +39,187 New
MML Investors Services
12
MML Investors Services
Massachusetts
$682K -$5.88K -255 -0.9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$682K -$5.41K -235 -0.8%
PSB
14
Passumpsic Savings Bank
Vermont
$680K +$680K +29,534 New
Citigroup
15
Citigroup
New York
$680K +$51.3K +2,226 +8%
NL
16
NDWM LLC
California
$677K +$18.9K +819 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$602K +$144K +6,252 +31%
VAS
18
Valicenti Advisory Services
New York
$383K
Ameriprise
19
Ameriprise
Minnesota
$376K -$10.6K -452 -3%
MP
20
McDonald Partners
Ohio
$374K
KC
21
Kades & Cheifetz
Pennsylvania
$364K +$829 +36 +0.2%
Mariner
22
Mariner
Kansas
$296K +$41.1K +1,785 +16%
SWP
23
Stratos Wealth Partners
Ohio
$295K +$24.9K +1,079 +9%
AMG
24
Asset Management Group
Connecticut
$286K
CFP
25
Cascade Financial Partners
California
$234K +$234K +10,312 New