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Invesco California AMT-Free Municipal Bond ETF (PWZ) Institutional Ownership

Invesco California AMT-Free Municipal Bond ETF logo
$23.27 -0.07 (-0.30%)
As of 04/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ)

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$202.70M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$269.10M
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PWZ Institutional Buying and Selling by Quarter

Invesco California AMT-Free Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Brighton Jones LLC25,059$598K0.0%N/A0.087%
4/17/2025 Affinity Capital Advisors LLC189,807$4.35M0.9%-9.5%0.663%
4/15/2025 GAMMA Investing LLC19,712$470K0.0%-27.5%0.068%
4/14/2025 Miracle Mile Advisors LLC2,520,756$60.12M1.2%+4.0%8.648%
4/10/2025 Warren Street Wealth Advisors LLC20,572$491K0.2%-2.7%0.071%
4/10/2025 Hennion & Walsh Asset Management Inc.33,560$800K0.0%+19.4%0.115%
4/9/2025 McNaughton Wealth Management LLC66,942$1.60M0.8%-27.4%0.230%
4/9/2025 Sweeney & Michel LLC22,000$500K0.2%N/A0.075%
4/7/2025 GAMMA Investing LLC470,131$112.13M0.0%+1,628.9%1.613%
2/24/2025Ameriflex Group Inc.1,499$37K0.0%N/A0.005%
2/17/2025EP Wealth Advisors LLC836,569$20.66M0.2%+8.2%2.428%
2/17/2025Bank of America Corp DE1,379,449$34.07M0.0%+44.6%4.004%
2/17/2025Ameriprise Financial Inc.432,446$10.68M0.0%+6.2%1.255%
2/14/2025Mercer Global Advisors Inc. ADV1,249,535$30.86M0.1%N/A3.627%
2/14/2025Jane Street Group LLC190,036$4.69M0.0%+511.8%0.552%
2/14/2025Comerica Bank8,395$207K0.0%+31.8%0.024%
2/14/2025Parkshore Wealth Management Inc.20,570$508K0.3%N/A0.060%
2/14/2025Gerber Kawasaki Wealth & Investment Management1,230,304$30.39M1.3%+5.5%3.571%
2/14/2025Syon Capital LLC1,090,712$26.94M2.4%N/A3.166%
2/14/2025Stifel Financial Corp18,003$445K0.0%+3.5%0.052%
2/14/2025OneDigital Investment Advisors LLC106,807$2.64M0.0%+2.5%0.310%
2/13/2025Guggenheim Capital LLC114,621$2.83M0.0%+249.2%0.333%
2/13/2025Rossby Financial LCC10,000$247K0.2%N/A0.029%
2/13/2025Mariner LLC224,709$5.55M0.0%+2.6%0.652%
2/13/2025Dynamic Wealth Strategies LLC34,269$846K0.8%-3.8%0.099%
2/13/2025TME Financial Inc.19,913$499K0.5%N/A0.058%
2/13/2025Townsquare Capital LLC20,781$513K0.0%+9.8%0.060%
2/13/2025First Foundation Advisors1,352,308$33.40M1.3%-10.1%3.925%
2/13/2025Raymond James Financial Inc.20,938$517K0.0%N/A0.061%
2/13/2025Cerity Partners LLC81,135$2.00M0.0%+223.5%0.236%
2/13/2025Envestnet Asset Management Inc.1,243,755$30.72M0.0%+18.6%3.610%
2/13/2025Wells Fargo & Company MN334,055$8.25M0.0%+20.6%0.970%
2/12/2025Climber Capital SA16,395$405K0.3%N/A0.048%
2/12/2025OLD Mission Capital LLC21,831$539K0.0%N/A0.063%
2/12/2025Orion Portfolio Solutions LLC95,742$2.37M0.0%-2.3%0.278%
2/12/2025JPMorgan Chase & Co.420,940$10.40M0.0%-9.8%1.222%
2/11/2025Hill Island Financial LLC8,759$216K0.1%N/A0.025%
2/11/2025LPL Financial LLC552,990$13.66M0.0%+8.5%1.605%
2/10/2025Creative Financial Designs Inc. ADV3,000$74K0.0%N/A0.009%
2/10/2025Greykasell Wealth Strategies Inc.47,245$1.17M0.6%N/A0.137%
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2/10/2025Commonwealth Equity Services LLC50,536$1.25M0.0%+84.8%0.147%
2/7/2025HighTower Advisors LLC56,902$1.41M0.0%+49.2%0.165%
2/7/2025Wealthfront Advisers LLC61,273$1.51M0.0%+77.4%0.178%
2/7/2025Destination Wealth Management32,359$799K0.0%+23.9%0.094%
2/6/2025Raymond James Financial Inc.20,938$517K0.0%N/A0.061%
2/6/2025Keybank National Association OH117,990$2.91M0.0%+7.3%0.342%
2/6/2025Charles Schwab Investment Management Inc.8,836$218K0.0%-32.2%0.026%
2/6/2025Jones Financial Companies Lllp9,110$225K0.0%+87.3%0.026%
2/5/2025Impact Investors Inc98,536$2.43M1.9%N/A0.286%
2/4/2025 Twin Peaks Wealth Advisors LLC10,106$250K0.1%N/A0.029%
2/3/2025Mattern Capital Management LLC27,626$682K0.1%+11.6%0.080%
1/31/2025Atlas Legacy Advisors LLC449,290$11.10M2.7%N/A1.304%
1/30/2025Allworth Financial LP228,566$5.59M0.0%+5.2%0.663%
1/29/2025 Warren Street Wealth Advisors LLC21,135$522K0.2%-2.2%0.061%
1/29/2025Bristlecone Advisors LLC4,100$101K0.0%+32.3%0.012%
1/28/2025Golden State Wealth Management LLC1,907$47K0.0%N/A0.006%
1/28/2025Lodestar Private Asset Management LLC60,665$1.50M0.2%+4.3%0.176%
1/27/2025Stratos Wealth Partners LTD.1,475,592$36.45M0.5%+4.5%4.283%
1/24/2025Journey Strategic Wealth LLC76,260$1.88M0.1%+6.7%0.221%
1/24/2025SimpliFi Inc.57,749$1.43M0.7%-4.9%0.168%
1/23/2025Verus Wealth Management LLC56,522$1.40M1.6%N/A0.164%
1/23/2025SteelPeak Wealth LLC86,803$2.14M0.1%-25.6%0.252%
1/23/2025Williams & Novak LLC53,700$1.33M1.3%-13.4%0.156%
1/17/2025Spinnaker Investment Group LLC8,151$201K0.0%N/A0.024%
1/17/2025Atomi Financial Group Inc.25,440$628K0.0%+215.9%0.074%
1/16/2025Pure Financial Advisors LLC61,223$1.51M0.0%+7.0%0.178%
1/16/2025FOCUS Wealth Advisors LLC33,337$823K0.4%-5.2%0.097%
1/15/2025Ameritas Advisory Services LLC17,404$430K0.0%+111.9%0.051%
1/15/2025Omega Financial Group LLC24,777$612K0.2%+9.4%0.072%
1/15/2025 Hennion & Walsh Asset Management Inc.28,099$694K0.0%+32.5%0.082%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC10,326$255K0.0%N/A0.030%
1/14/2025 Affinity Capital Advisors LLC209,682$5.17M1.0%-6.3%0.609%
1/14/2025 McNaughton Wealth Management LLC92,164$2.28M1.1%+5.7%0.268%
1/13/2025 Miracle Mile Advisors LLC2,424,844$59.89M1.2%+6.8%7.039%
1/3/2025 GAMMA Investing LLC27,193$672K0.1%+153.9%0.079%
12/26/2024JPMorgan Chase & Co.466,488$11.70M0.0%-3.8%1.354%
11/25/2024Destination Wealth Management26,118$655K0.0%+2.0%0.076%
11/15/2024Orion Portfolio Solutions LLC98,022$2.46M0.1%-7.6%0.285%
11/15/2024EP Wealth Advisors LLC773,395$19.40M0.2%+1.7%2.245%
11/15/2024Jane Street Group LLC31,061$779K0.0%-66.6%0.090%
11/15/2024Stifel Financial Corp17,388$436K0.0%-7.5%0.050%
11/15/2024HighTower Advisors LLC38,129$959K0.0%+1.3%0.111%
11/13/2024Townsquare Capital LLC18,931$475K0.0%N/A0.055%
11/13/2024FMR LLC273,479$6.86M0.0%-1.0%0.794%
11/12/2024Larson Financial Group LLC2,650$66K0.0%+60.6%0.008%
11/12/2024Cerity Partners LLC25,082$629K0.0%-53.1%0.073%
11/12/2024Charles Schwab Investment Management Inc.13,027$327K0.0%-99.9%0.038%
11/6/2024OneDigital Investment Advisors LLC104,225$2.61M0.0%-6.8%0.303%
11/4/2024Axxcess Wealth Management LLC9,700$243K0.0%-17.1%0.028%
10/25/2024SteelPeak Wealth LLC116,748$2.93M0.1%-2.2%0.339%
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10/25/2024Lodestar Private Asset Management LLC58,137$1.46M0.2%-10.5%0.169%
10/24/2024Bristlecone Advisors LLC3,100$78K0.0%N/A0.009%
10/24/2024Mattern Capital Management LLC24,763$621K0.1%+2.2%0.072%
10/23/2024Allworth Financial LP217,234$5.45M0.0%+1.5%0.631%
10/23/2024 Hennion & Walsh Asset Management Inc.21,208$532K0.0%+17.4%0.062%
10/23/2024SimpliFi Inc.60,706$1.52M0.7%+0.9%0.176%
10/21/2024 Sweeney & Michel LLC22,000$552K0.2%+22.2%0.064%
10/19/2024Werba Rubin Papier Wealth Management9,793$246K0.1%-54.7%0.028%
10/18/2024 Warren Street Wealth Advisors LLC21,609$542K0.2%N/A0.063%
10/17/2024Stratos Wealth Partners LTD.1,411,558$35.40M0.5%+2.0%4.097%
(Data available from 1/1/2016 forward)

PWZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PWZ shares?

During the previous two years, 104 institutional investors and hedge funds held shares of Invesco California AMT-Free Municipal Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($236.39M), Miracle Mile Advisors LLC ($60.12M), Stratos Wealth Partners LTD. ($36.45M), Bank of America Corp DE ($34.07M), First Foundation Advisors ($33.40M), Mercer Global Advisors Inc. ADV ($30.86M), and Envestnet Asset Management Inc. ($30.72M).Learn more on PWZ's institutional investors.

Which institutional investors have been buying Invesco California AMT-Free Municipal Bond ETF stock?

Of the 99 institutional investors that purchased Invesco California AMT-Free Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Advisory Inc. ($4.71M), Miracle Mile Advisors LLC ($2.50M), First Foundation Advisors ($1.63M), Mercer Global Advisors Inc. ADV ($1.45M), Syon Capital LLC ($1.09M), EP Wealth Advisors LLC ($871.77K), and Envestnet Asset Management Inc. ($570.65K).

How much institutional buying is happening at Invesco California AMT-Free Municipal Bond ETF?

Institutional investors have bought a total of 18,458,706 shares in the last 24 months. This purchase volume represents approximately $447.90M in transactions.

Which Invesco California AMT-Free Municipal Bond ETF major shareholders have been selling company stock?

Of the 35 institutional investors that sold Invesco California AMT-Free Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($9.73M), Charles Schwab Investment Advisory Inc. ($4.23M), First Foundation Advisors ($275.78K), Boyd Wealth Management LLC ($226.72K), SteelPeak Wealth LLC ($127.64K), Orion Portfolio Solutions LLC ($125.10K), and Pure Financial Advisors LLC ($77.41K).

How much institutional selling is happening at Invesco California AMT-Free Municipal Bond ETF?

Institutional investors have sold a total of 15,236,391 shares in the last 24 months. This volume of shares sold represents approximately $381.14M in transactions.


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This page (NYSEARCA:PWZ) was last updated on 4/18/2025 by MarketBeat.com Staff
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