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Invesco New York AMT-Free Municipal Bond ETF

47 hedge funds and large institutions have $58M invested in Invesco New York AMT-Free Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

9% more funds holding

Funds holding: 4347 (+4)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

1% less capital invested

Capital invested by funds: $58.6M → $58M (-$647K)

1.67% less ownership

Funds ownership: 44.07%42.4% (-1.7%)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$13.8M -$883K -40,873 -6%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$5.28M +$75.1K +3,474 +1%
Bank of America
3
Bank of America
North Carolina
$4.2M +$402K +18,598 +11%
FZCM
4
Flynn Zito Capital Management
New York
$3.87M -$623K -28,838 -14%
Morgan Stanley
5
Morgan Stanley
New York
$3.71M +$360K +16,669 +11%
GC
6
Guggenheim Capital
Illinois
$3.07M +$2.98M +137,902 New
LPL Financial
7
LPL Financial
California
$2.98M +$880K +40,717 +44%
MMA
8
Miracle Mile Advisors
California
$2.83M -$4.66M -215,767 -63%
AFTS
9
American Financial & Tax Strategies
New York
$1.81M -$643K -29,746 -27%
NA
10
Note Advisors
New York
$1.34M -$18K -833 -1%
TIM
11
Tortoise Investment Management
New York
$1.11M -$303K -14,000 -22%
Jane Street
12
Jane Street
New York
$1.11M +$138K +6,375 +15%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.06M +$238K +10,999 +30%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$934K +$133K +6,158 +17%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$763K +$78.6K +3,638 +12%
SWA
16
Sax Wealth Advisors
New Jersey
$750K -$52.1K -2,410 -7%
MML Investors Services
17
MML Investors Services
Massachusetts
$743K +$76.8K +3,552 +12%
UBS Group
18
UBS Group
Switzerland
$716K +$19.1K +882 +3%
SWP
19
Stratos Wealth Partners
Ohio
$548K +$165K +7,626 +45%
FTUS
20
Flow Traders U.S.
New York
$546K +$531K +24,555 New
Osaic Holdings
21
Osaic Holdings
Arizona
$495K -$190K -8,790 -28%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$479K -$73.8K -3,414 -14%
MP
23
McDonald Partners
Ohio
$468K
Raymond James Financial
24
Raymond James Financial
Florida
$451K +$2.16K +100 +0.5%
NL
25
NDWM LLC
California
$448K

PZT Hedge Fund Activity: Q3 2025 in Review

47 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q3 2025, worth a combined $58M — down 1.1% from $58.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PZT positions and 3 closed out — a net gain of 5 holders — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Guggenheim Capital, opening a new position worth an estimated $2.98M. The largest seller was Miracle Mile Advisors, cutting an estimated $4.66M.

  • 47 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q3 2025, up from 43 in Q2 2025.
  • Funds reported $58M of Invesco New York AMT-Free Municipal Bond ETF stock for Q3 2025, down 1.1% quarter-over-quarter.
  • 8 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q3 2025 and 3 closed out, a net change of +5 holders.
  • The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q3 2025 was Guggenheim Capital, an estimated $2.98M added.
  • The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q3 2025 was Miracle Mile Advisors, an estimated $4.66M sold.

Based on aggregated 13F filings for Q3 2025.