Invesco New York AMT-Free Municipal Bond ETF
PZT
39 hedge funds and large institutions have $61.2M invested in Invesco New York AMT-Free Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 4 closing their positions.
2% more capital invested
Capital invested by funds: $60.1M → $61.2M (+$1.15M)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
1.34% less ownership
Funds ownership: 46.04% → 44.69% (-1.3%)
5% less funds holding
Funds holding: 41 → 39 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Elequin Capital
New York
|
+$1.97M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$1.38M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$860K |
| 4 |
FZCM
Flynn Zito Capital Management
Garden City,
New York
|
+$636K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$292K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$445K |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$365K |
| 3 |
AWM
Able Wealth Management
Toms River,
New Jersey
|
-$248K |
| 4 |
Morgan Stanley
New York
|
-$233K |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$202K |
PZT Hedge Fund Activity: Q1 2025 in Review
39 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q1 2025, worth a combined $61.2M — up 1.9% from $60.1M a quarter earlier.
Fund positioning in PZT was balanced in Q1 2025: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 15 trimmed.
The largest buyer was Elequin Capital, opening a new position worth an estimated $1.97M. The largest seller was LPL Financial, cutting an estimated $445K.
- 39 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q1 2025, down from 41 in Q4 2024.
- Funds reported $61.2M of Invesco New York AMT-Free Municipal Bond ETF stock for Q1 2025, up 1.9% quarter-over-quarter.
- 4 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q1 2025 and 4 closed out, a net change of 0 holders.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q1 2025 was Elequin Capital, an estimated $1.97M added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q1 2025 was LPL Financial, an estimated $445K sold.
Based on aggregated 13F filings for Q1 2025.