Invesco New York AMT-Free Municipal Bond ETF
PZT
40 hedge funds and large institutions have $52.8M invested in Invesco New York AMT-Free Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 2 closing their positions.
1,200% more capital inflows, than outflows
Capital inflows: $21.2M | Capital outflows: $1.63M
200% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 6
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
9.2% more ownership
Funds ownership: 35.01% → 44.22% (+9.2%)
3% more funds holding
Funds holding: 39 → 40 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$12.5M |
| 2 |
Miracle Mile Advisors
Los Angeles,
California
|
+$5.81M |
| 3 |
Morgan Stanley
New York
|
+$980K |
| 4 |
Flynn Zito Capital Management
Garden City,
New York
|
+$410K |
| 5 |
Able Wealth Management
Toms River,
New Jersey
|
+$247K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$871K |
| 2 |
Valicenti Advisory Services
Elmira,
New York
|
-$383K |
| 3 |
Atria Wealth Solutions
New York
|
-$224K |
| 4 |
Citigroup
New York
|
-$45.7K |
| 5 |
Tortoise Investment Management
White Plains,
New York
|
-$42.7K |
PZT Hedge Fund Activity: Q2 2024 in Review
40 of the 6,944 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q2 2024, worth a combined $52.8M — up 58% from $33.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PZT positions and 2 closed out — a net gain of 2 holders — while 18 added to existing stakes and 6 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $12.5M. The largest seller was Jane Street, cutting an estimated $871K.
- 40 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q2 2024, up from 39 in Q1 2024.
- Funds reported $52.8M of Invesco New York AMT-Free Municipal Bond ETF stock for Q2 2024, up 58% quarter-over-quarter.
- 4 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q2 2024 and 2 closed out, a net change of +2 holders.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q2 2024 was HighTower Advisors, an estimated $12.5M added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q2 2024 was Jane Street, an estimated $871K sold.
Based on aggregated 13F filings for Q2 2024.