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

Invesco California AMT-Free Municipal Bond ETF logo
$24.40 -0.08 (-0.33%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$119.25M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$365.51M
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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
1/17/2025 Spinnaker Investment Group LLC8,151$201K0.0%N/A0.024%
1/17/2025 Atomi Financial Group Inc.25,440$628K0.0%+215.9%0.074%
1/16/2025 Pure Financial Advisors LLC61,223$1.51M0.0%+7.0%0.178%
1/16/2025 FOCUS Wealth Advisors LLC33,337$823K0.4%-5.2%0.097%
1/15/2025 Ameritas Advisory Services LLC17,404$430K0.0%+111.9%0.051%
1/15/2025 Omega 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%
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%
10/21/2024Sweeney & Michel LLC22,000$552K0.2%+22.2%0.064%
10/19/2024Werba Rubin Papier Wealth Management9,793$246K0.1%-54.7%0.028%
10/18/2024Warren 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%
10/16/2024Global Retirement Partners LLC21,119$530K0.0%+2.4%0.061%
10/8/2024 Atomi Financial Group Inc.8,054$202K0.0%N/A0.023%
10/8/2024Williams & Novak LLC62,000$1.56M1.5%-6.3%0.180%
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10/8/2024 Omega Financial Group LLC22,655$568K0.2%-11.4%0.066%
10/8/2024 Affinity Capital Advisors LLC223,857$5.61M1.1%N/A0.650%
10/7/2024 Miracle Mile Advisors LLC2,270,757$56.95M1.3%+7.4%6.591%
10/7/2024 GAMMA Investing LLC10,709$269K0.0%N/A0.031%
9/5/2024Sanctuary Advisors LLC24,210$591K0.0%N/A0.070%
8/19/2024EP Wealth Advisors LLC760,405$18.76M0.2%-0.1%2.207%
8/13/2024Kayne Anderson Rudnick Investment Management LLC3,587$89K0.0%N/A0.010%
8/8/2024Envestnet Asset Management Inc.834,585$20.59M0.0%+30.3%2.423%
8/6/2024First Foundation Advisors1,558,333$38.44M1.5%-7.4%4.523%
8/6/2024Werba Rubin Papier Wealth Management21,637$534K0.1%N/A0.063%
8/2/2024Mattern Capital Management LLC24,231$598K0.1%+4.4%0.070%
8/2/2024Larson Financial Group LLC1,650$41K0.0%N/A0.005%
7/31/2024Commonwealth Equity Services LLC41,663$1.03M0.0%+77.1%0.121%
7/30/2024Lodestar Private Asset Management LLC64,963$1.60M0.2%+4.9%0.189%
7/25/2024SimpliFi Inc.60,187$1.49M0.7%+2.1%0.175%
7/25/2024Destination Wealth Management25,618$632K0.0%+69.3%0.074%
7/24/2024Boyd Wealth Management LLC197,318$4.87M2.7%N/A0.573%
7/20/2024 Hennion & Walsh Asset Management Inc.18,072$446K0.0%+57.6%0.052%
7/18/2024 Pure Financial Advisors LLC57,223$1.41M0.0%-25.1%0.166%
7/18/2024 Miracle Mile Advisors LLC2,114,241$52.16M1.3%+32.6%6.137%
7/17/2024SteelPeak Wealth LLC119,362$2.95M0.1%-12.9%0.346%
7/15/2024Dynamic Advisor Solutions LLC66,297$1.64M0.1%-5.3%0.192%
7/12/2024Williams & Novak LLC66,200$1.63M1.5%+38.5%0.192%
7/12/2024 Diversify Advisory Services LLC27,703$688K0.0%N/A0.080%
7/12/2024 Omega Financial Group LLC25,562$631K0.3%+4.8%0.074%
5/17/2024Comerica Bank6,668$166K0.0%+63.7%0.019%
5/16/2024Sweeney & Michel LLC18,000$446K0.2%N/A0.052%
5/14/2024Axxcess Wealth Management LLC24,440$608K0.0%N/A0.071%
5/14/2024EP Wealth Advisors LLC761,344$18.94M0.2%-4.3%2.210%
5/14/2024Mattern Capital Management LLC23,202$577K0.1%+2.0%0.067%
5/10/2024First Foundation Advisors1,682,055$41.83M1.7%+38.8%4.883%
5/9/2024Orion Portfolio Solutions LLC106,065$2.64M0.0%-13.5%0.308%
5/9/2024Charles Schwab Investment Advisory Inc.9,504,808$236.39M0.3%-3.2%27.590%
4/30/2024Commonwealth Equity Services LLC23,528$585K0.0%+30.9%0.068%
4/25/2024Lodestar Private Asset Management LLC61,901$1.54M0.2%+2.0%0.182%
4/23/2024Global Retirement Partners LLC18,600$463K0.0%+5.7%0.055%
4/23/2024Strategic Blueprint LLC8,432$210K0.0%N/A0.025%
4/18/2024 Miracle Mile Advisors LLC1,594,403$39.65M1.0%+89.1%4.696%
4/18/2024 Omega Financial Group LLC24,382$606K0.2%-29.1%0.072%
4/18/2024SteelPeak Wealth LLC136,967$3.41M0.2%+57.9%0.403%
4/17/2024 Hennion & Walsh Asset Management Inc.11,466$285K0.0%N/A0.034%
4/15/2024 Wealthcare Advisory Partners LLC17,668$439K0.0%+16.0%0.052%
4/13/2024 Affinity Capital Advisors LLC172,398$4.29M1.0%+1.3%0.508%
4/12/2024Dynamic Advisor Solutions LLC70,000$1.74M0.1%+16.7%0.206%
4/12/2024 McNaughton Wealth Management LLC71,735$1.78M1.0%+4.3%0.211%
4/12/2024Southland Equity Partners LLC9,950$247K0.1%N/A0.029%
4/11/2024 FOCUS Wealth Advisors LLC35,039$871K0.5%+77.8%0.140%
3/19/2024Warren Street Wealth Advisors LLC23,871$596K0.3%-9.7%0.096%
2/28/2024EP Wealth Advisors LLC795,605$19.87M0.3%N/A3.189%
2/9/2024Orion Portfolio Solutions LLC122,579$3.07M0.0%+10.8%0.491%
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2/9/2024Avantax Planning Partners Inc.26,746$668K0.0%+117.6%0.107%
2/9/2024Tidemark LLC1,148$29K0.0%N/A0.005%
2/9/2024Journey Strategic Wealth LLC67,296$1.68M0.1%N/A0.270%
2/9/2024Wells Fargo & Company MN713,770$17.83M0.0%+116.4%2.861%
2/9/2024Laurel Wealth Planning LLC10,224$255K0.2%+14.3%0.041%
2/6/2024Charles Schwab Investment Advisory Inc.9,818,357$245.26M0.4%-28.2%39.352%
2/6/2024 Wealthcare Advisory Partners LLC15,225$380K0.0%+5.5%0.061%
2/6/2024Avidian Wealth Solutions LLC8,113$203K0.0%N/A0.033%
1/31/2024Boyd Wealth Management LLC15,895$397K0.2%-93.4%0.064%
1/29/2024Lodestar Private Asset Management LLC60,673$1.52M0.2%+27.3%0.243%
(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, 89 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 ($59.89M), First Foundation Advisors ($38.44M), Stratos Wealth Partners LTD. ($35.40M), Envestnet Asset Management Inc. ($20.59M), EP Wealth Advisors LLC ($19.40M), and Wells Fargo & Company MN ($17.83M).Learn more on PWZ's institutional investors.

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

Of the 80 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 ($2.41M), First Foundation Advisors ($1.63M), EP Wealth Advisors LLC ($808.60K), Boyd Wealth Management LLC ($439.93K), Affinity Capital Advisors LLC ($396.26K), and Wells Fargo & Company MN ($383.99K).

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

Institutional investors have bought a total of 13,604,345 shares in the last 24 months. This purchase volume represents approximately $328.37M in transactions.

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

Of the 39 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. ($6.83M), Gerber Kawasaki Wealth & Investment Management ($274.64K), Boyd Wealth Management LLC ($226.72K), First Foundation Advisors ($123.72K), Orion Portfolio Solutions LLC ($122.82K), and SteelPeak Wealth LLC ($97.70K).

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

Institutional investors have sold a total of 17,913,531 shares in the last 24 months. This volume of shares sold represents approximately $445.64M in transactions.


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This page (NYSEARCA:PWZ) was last updated on 1/21/2025 by MarketBeat.com Staff
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