Invesco New York AMT-Free Municipal Bond ETF
PZT
45 hedge funds and large institutions have $51M invested in Invesco New York AMT-Free Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 8 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
2.94% less ownership
Funds ownership: 42.78% → 39.84% (-2.9%)
6% less funds holding
Funds holding: 48 → 45 (-3)
11% less capital invested
Capital invested by funds: $57.3M → $51M (-$6.25M)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$1.58M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$839K |
| 3 |
UBS AM
Chicago,
Illinois
|
+$650K |
| 4 |
Morgan Stanley
New York
|
+$635K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FZCM
Flynn Zito Capital Management
Garden City,
New York
|
-$3.24M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.94M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.23M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.15M |
| 5 |
Jane Street
New York
|
-$792K |
PZT Hedge Fund Activity: Q1 2026 in Review
45 of the 8,203 institutional investors tracked by Wall St. Rank reported a position in Invesco New York AMT-Free Municipal Bond ETF (PZT) for Q1 2026, worth a combined $51M — down 11% from $57.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of PZT and 6 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 19 added.
The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $1.58M. The largest seller was Flynn Zito Capital Management, exiting entirely with an estimated $3.24M sold.
- 45 institutional investors held Invesco New York AMT-Free Municipal Bond ETF (PZT) as of Q1 2026, down from 48 in Q4 2025.
- Funds reported $51M of Invesco New York AMT-Free Municipal Bond ETF stock for Q1 2026, down 11% quarter-over-quarter.
- 6 funds opened new Invesco New York AMT-Free Municipal Bond ETF positions in Q1 2026 and 8 closed out, a net change of -2 holders.
- The largest Invesco New York AMT-Free Municipal Bond ETF buyer in Q1 2026 was EP Wealth Advisors, an estimated $1.58M added.
- The largest Invesco New York AMT-Free Municipal Bond ETF seller in Q1 2026 was Flynn Zito Capital Management, an estimated $3.24M sold.
Based on aggregated 13F filings for Q1 2026.