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Invesco New York AMT-Free Municipal Bond ETF

48 hedge funds and large institutions have $57.3M invested in Invesco New York AMT-Free Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 4748 (+1)

0.38% more ownership

Funds ownership: 42.4%42.78% (+0.38%)

1% less capital invested

Capital invested by funds: $58M → $57.3M (-$732K)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
21
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$7.33M -$6.52M -290,681 -47%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$6.18M +$886K +39,534 +17%
Bank of America
3
Bank of America
North Carolina
$3.7M -$522K -23,298 -12%
GC
4
Guggenheim Capital
Illinois
$3.66M +$586K +26,155 +19%
Morgan Stanley
5
Morgan Stanley
New York
$3.62M -$101K -4,488 -3%
LPL Financial
6
LPL Financial
California
$3.58M +$597K +26,618 +20%
FZCM
7
Flynn Zito Capital Management
New York
$3.24M -$648K -28,897 -17%
MMA
8
Miracle Mile Advisors
California
$3M +$167K +7,437 +6%
Jane Street
9
Jane Street
New York
$2.7M +$1.59M +70,914 +142%
AFTS
10
American Financial & Tax Strategies
New York
$1.71M -$99.5K -4,436 -5%
NA
11
Note Advisors
New York
$1.52M +$192K +8,574 +14%
FTUS
12
Flow Traders U.S.
New York
$1.23M +$684K +30,527 +124%
TIM
13
Tortoise Investment Management
New York
$1.2M +$78.5K +3,500 +7%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.15M +$668K +29,812 +138%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.06M -$3.77K -168 -0.4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.06M +$295K +13,164 +38%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$936K -$807 -36 -0.1%
SWA
18
Sax Wealth Advisors
New Jersey
$930K +$179K +7,972 +24%
MML Investors Services
19
MML Investors Services
Massachusetts
$810K +$64.1K +2,859 +9%
PSB
20
Passumpsic Savings Bank
Vermont
$768K +$771K +34,402 New
UBS Group
21
UBS Group
Switzerland
$763K +$44.3K +1,974 +6%
SWP
22
Stratos Wealth Partners
Ohio
$692K +$143K +6,359 +26%
Osaic Holdings
23
Osaic Holdings
Arizona
$559K +$61.5K +2,741 +12%
MP
24
McDonald Partners
Ohio
$470K
Goldman Sachs
25
Goldman Sachs
New York
$467K +$470K +20,949 New

PZT Hedge Fund Activity: Q4 2025 in Review

48 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q4 2025, worth a combined $57.3M — down 1.3% from $58M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PZT positions and 5 closed out — a net gain of 1 holder — while 21 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, adding an estimated $1.59M. The largest seller was HighTower Advisors, cutting an estimated $6.52M.

  • 48 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q4 2025, up from 47 in Q3 2025.
  • Funds reported $57.3M of Invesco New York AMT-Free Municipal Bond ETF stock for Q4 2025, down 1.3% quarter-over-quarter.
  • 6 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q4 2025 and 5 closed out, a net change of +1 holder.
  • The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q4 2025 was Jane Street, an estimated $1.59M added.
  • The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q4 2025 was HighTower Advisors, an estimated $6.52M sold.

Based on aggregated 13F filings for Q4 2025.