PZT icon

Invesco New York AMT-Free Municipal Bond ETF
PZT

Overview Fund Activity

41 hedge funds and large institutions have $58.5M invested in Invesco New York AMT-Free Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$5.34M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
$2.78M
3
Citadel Advisors
Citadel Advisors
Florida
$823K
4
HighTower Advisors
HighTower Advisors
Illinois
$14M
5
MMA
Miracle Mile Advisors
California
$7.8M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
FZCM
Flynn Zito Capital Management
New York
$4.42M
3
LPL Financial
LPL Financial
California
$2.42M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$0
5
TIM
Tortoise Investment Management
New York
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$14M +$332K +14,203 +2%
MMA
2
Miracle Mile Advisors
California
$7.8M +$306K +13,088 +4%
Morgan Stanley
3
Morgan Stanley
New York
$5.34M +$1.28M +54,708 +31%
FZCM
4
Flynn Zito Capital Management
New York
$4.42M -$69.1K -2,959 -2%
Bank of America
5
Bank of America
North Carolina
$3.98M +$83.8K +3,589 +2%
AFTS
6
American Financial & Tax Strategies
New York
$2.95M -$24.8K -1,062 -0.8%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$2.78M +$1.22M +52,185 +78%
LPL Financial
8
LPL Financial
California
$2.42M -$42.7K -1,828 -2%
EWA
9
EP Wealth Advisors
California
$2M – – –
TIM
10
Tortoise Investment Management
New York
$1.89M -$32.6K -1,395 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$930K +$114K +4,885 +14%
Jane Street
12
Jane Street
New York
$850K +$195K +8,342 +30%
Citadel Advisors
13
Citadel Advisors
Florida
$823K +$823K +35,252 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$695K +$1.52K +65 +0.2%
PSB
15
Passumpsic Savings Bank
Vermont
$690K – – –
MML Investors Services
16
MML Investors Services
Massachusetts
$687K -$5.65K -242 -0.8%
NL
17
NDWM LLC
California
$686K – – –
Citigroup
18
Citigroup
New York
$637K -$5.84K -250 -0.9%
MP
19
McDonald Partners
Ohio
$496K +$117K +5,000 +31%
Mariner
20
Mariner
Kansas
$470K +$151K +6,483 +48%
KC
21
Kades & Cheifetz
Pennsylvania
$382K +$10.5K +450 +3%
Ameriprise
22
Ameriprise
Minnesota
$361K +$723 +31 +0.2%
KAS
23
Kestra Advisory Services
Texas
$326K +$120K +5,141 +58%
RJA
24
Raymond James & Associates
Florida
$304K +$304K +13,000 New
SWP
25
Stratos Wealth Partners
Ohio
$299K – – –
1
2