Invesco New York AMT-Free Municipal Bond ETF
PZT
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 4 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 3 closing their positions.
138% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 8
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
11% more capital invested
Capital invested by funds: $52.8M → $58.5M (+$5.68M)
3% more funds holding
Funds holding: 40 → 41 (+1)
0.29% less ownership
Funds ownership: 44.22% → 43.93% (-0.29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.27M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$1.21M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$819K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$330K |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$304K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$225K |
| 2 |
FZCM
Flynn Zito Capital Management
Garden City,
New York
|
-$68.8K |
| 3 |
LPL Financial
San Diego,
California
|
-$42.5K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
-$32.9K |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$32.4K |
PZT Hedge Fund Activity: Q3 2024 in Review
41 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q3 2024, worth a combined $58.5M — up 11% from $52.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PZT positions and 3 closed out — a net gain of 1 holder — while 19 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.27M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $225K sold.
- 41 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q3 2024, up from 40 in Q2 2024.
- Funds reported $58.5M of Invesco New York AMT-Free Municipal Bond ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 4 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q3 2024 and 3 closed out, a net change of +1 holder.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q3 2024 was Morgan Stanley, an estimated $1.27M added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q3 2024 was Flow Traders U.S., an estimated $225K sold.
Based on aggregated 13F filings for Q3 2024.