Invesco New York AMT-Free Municipal Bond ETF
PZT
43 hedge funds and large institutions have $58.6M invested in Invesco New York AMT-Free Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
10% more funds holding
Funds holding: 39 → 43 (+4)
0.62% less ownership
Funds ownership: 44.69% → 44.07% (-0.62%)
4% less capital invested
Capital invested by funds: $61.2M → $58.6M (-$2.6M)
6% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Sax Wealth Advisors
Parsippany,
New Jersey
|
+$782K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$630K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$540K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$496K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$373K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Elequin Capital
New York
|
-$1.77M |
| 2 |
Morgan Stanley
New York
|
-$1.28M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$437K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$421K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$346K |
PZT Hedge Fund Activity: Q2 2025 in Review
43 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q2 2025, worth a combined $58.6M — down 4.2% from $61.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PZT positions and 1 closed out — a net gain of 4 holders — while 16 added to existing stakes and 17 trimmed.
The largest buyer was Sax Wealth Advisors, opening a new position worth an estimated $782K. The largest seller was Elequin Capital, cutting an estimated $1.77M.
- 43 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q2 2025, up from 39 in Q1 2025.
- Funds reported $58.6M of Invesco New York AMT-Free Municipal Bond ETF stock for Q2 2025, down 4.2% quarter-over-quarter.
- 5 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q2 2025 and 1 closed out, a net change of +4 holders.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q2 2025 was Sax Wealth Advisors, an estimated $782K added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q2 2025 was Elequin Capital, an estimated $1.77M sold.
Based on aggregated 13F filings for Q2 2025.