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Invesco New York AMT-Free Municipal Bond ETF (PZT) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Invesco New York AMT-Free Municipal Bond ETF (NYSEARCA:PZT)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$15.79M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.52M
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PZT Institutional Buying and Selling by Quarter

Invesco New York 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
8/15/2025 MML Investors Services LLC29,872$646K0.0%-1.9%0.486%
8/15/2025 EP Wealth Advisors LLC70,770$1.53M0.0%-7.3%1.151%
8/15/2025 Bank of America Corp DE170,421$3.69M0.0%+1.9%2.771%
8/14/2025 Jane Street Group LLC43,703$946K0.0%-9.2%0.711%
8/14/2025 Raymond James Financial Inc.20,200$437K0.0%-2.5%0.328%
8/12/2025 JPMorgan Chase & Co.11,752$254K0.0%+42.3%0.191%
8/8/2025 Tortoise Investment Management LLC64,092$1.39M0.1%-15.8%1.042%
8/8/2025 Cetera Investment Advisers36,751$795K0.0%+88.3%0.598%
8/1/2025 American Financial & Tax Strategies Inc.110,955$2.40M1.2%-4.3%1.804%
7/31/2025 Wealthfront Advisers LLC12,333$267K0.0%N/A0.201%
7/31/2025 Ndwm LLC20,161$436K0.3%-31.4%0.328%
7/29/2025 Stratos Wealth Partners LTD.17,019$368K0.0%-54.2%0.277%
7/23/2025 Sax Wealth Advisors LLC36,114$781K0.0%N/A0.587%
7/21/2025 Ameritas Advisory Services LLC1,200$26K0.0%N/A0.020%
7/18/2025 PFG Investments LLC10,043$217K0.0%N/A0.163%
5/20/2025Belpointe Asset Management LLC10,504$232K0.0%N/A0.169%
5/19/2025Jane Street Group LLC48,141$1.06M0.0%-13.0%0.776%
5/16/2025Jones Financial Companies Lllp9,554$211K0.0%N/A0.154%
5/15/2025EP Wealth Advisors LLC76,370$1.69M0.0%-17.4%1.232%
5/15/2025Tortoise Investment Management LLC76,088$1.68M0.2%-4.1%1.227%
5/14/2025Note Advisors LLC59,873$1.32M1.1%-6.3%0.966%
5/14/2025Kestra Advisory Services LLC37,578$830K0.0%+21.6%0.606%
5/13/2025Elequin Capital LP86,759$1.92M0.2%N/A1.399%
5/13/2025HighTower Advisors LLC655,429$14.49M0.0%+6.1%10.571%
5/7/2025LPL Financial LLC98,412$2.18M0.0%-16.6%1.587%
5/6/2025American Financial & Tax Strategies Inc.115,933$2.56M1.4%-6.5%1.870%
5/6/2025Flynn Zito Capital Management LLC205,224$4.54M2.1%+15.9%3.310%
4/30/2025Stratos Wealth Partners LTD.37,190$822K0.0%+36.8%0.600%
4/14/2025Miracle Mile Advisors LLC333,186$7.36M0.1%+1.0%5.374%
4/10/2025Hennion & Walsh Asset Management Inc.211,232$4.67M0.2%+40.6%3.407%
4/7/2025GAMMA Investing LLC12,442$2.75M0.0%+1,765.4%0.201%
2/18/2025Note Advisors LLC63,866$1.45M1.3%N/A1.290%
2/17/2025EP Wealth Advisors LLC92,500$2.10M0.0%+8.2%1.869%
2/17/2025Cetera Investment Advisers19,497$443K0.0%+80.0%0.394%
2/17/2025Bank of America Corp DE154,585$3.51M0.0%-9.2%3.123%
2/17/2025Ameriprise Financial Inc.19,241$437K0.0%+24.1%0.389%
2/14/2025Mercer Global Advisors Inc. ADV20,760$471K0.0%N/A0.419%
2/14/2025Jane Street Group LLC55,322$1.26M0.0%+52.0%1.118%
2/14/2025Gerber Kawasaki Wealth & Investment Management4,990$113K0.0%N/A0.101%
2/13/2025Mariner LLC13,632$309K0.0%-32.2%0.275%
2/13/2025Raymond James Financial Inc.21,700$493K0.0%N/A0.438%
2/13/2025Envestnet Asset Management Inc.30,321$688K0.0%+1.9%0.613%
2/13/2025Wells Fargo & Company MN7,310$166K0.0%-10.1%0.148%
2/12/2025JPMorgan Chase & Co.10,943$248K0.0%+1,434.8%0.221%
2/11/2025LPL Financial LLC118,047$2.68M0.0%+13.8%2.385%
2/10/2025Commonwealth Equity Services LLC42,372$962K0.0%+6.4%0.856%
2/7/2025HighTower Advisors LLC617,478$14.02M0.0%+2.9%12.474%
2/7/2025Tortoise Investment Management LLC79,333$1.80M0.2%-2.2%1.603%
2/6/2025Raymond James Financial Inc.21,700$493K0.0%N/A0.438%
2/5/2025Flynn Zito Capital Management LLC177,140$4.02M1.9%-6.5%3.579%
1/28/2025American Financial & Tax Strategies Inc.124,048$2.82M1.5%-1.7%2.506%
1/27/2025Stratos Wealth Partners LTD.27,180$617K0.0%+112.1%0.549%
1/15/2025Hennion & Walsh Asset Management Inc.150,262$3.41M0.2%+26.2%3.036%
1/13/2025Miracle Mile Advisors LLC329,912$7.49M0.2%-1.3%6.665%
1/13/2025Kades & Cheifetz LLC20,760$471K0.2%+26.8%0.419%
11/15/2024Jane Street Group LLC36,400$850K0.0%+29.7%0.735%
11/15/2024HighTower Advisors LLC600,014$14.02M0.0%+2.4%12.121%
10/23/2024Hennion & Walsh Asset Management Inc.119,039$2.78M0.1%+78.1%2.405%
10/7/2024Miracle Mile Advisors LLC334,255$7.81M0.2%+4.1%6.753%
10/2/2024Kades & Cheifetz LLC16,377$382K0.2%+2.8%0.331%
8/8/2024American Financial & Tax Strategies Inc.127,216$2.92M1.5%+2.8%2.570%
8/6/2024Flynn Zito Capital Management LLC192,457$4.42M2.3%+10.3%3.888%
8/2/2024Tortoise Investment Management LLC82,501$1.89M0.2%-2.2%1.667%
7/31/2024Commonwealth Equity Services LLC34,943$802K0.0%+33.7%0.706%
7/26/2024Bank of New York Mellon Corp9,438$217K0.0%+7.9%0.191%
7/20/2024Hennion & Walsh Asset Management Inc.66,854$1.54M0.1%+14.5%1.351%
7/18/2024Miracle Mile Advisors LLC321,167$7.37M0.2%+378.6%6.488%
5/1/2024Flynn Zito Capital Management LLC174,531$4.02M2.1%-0.3%3.922%
4/30/2024Commonwealth Equity Services LLC26,130$602K0.0%+31.5%0.587%
4/19/2024Ndwm LLC29,390$677K0.6%+2.9%0.708%
4/18/2024Miracle Mile Advisors LLC67,107$1.55M0.0%+22.6%1.617%
4/17/2024Hennion & Walsh Asset Management Inc.58,387$1.35M0.1%+173.1%1.407%
2/29/2024Tortoise Investment Management LLC83,365$1.93M0.3%-17.4%2.084%
2/28/2024EP Wealth Advisors LLC85,500$1.98M0.0%N/A2.138%
2/12/2024Ndwm LLC28,571$661K0.6%N/A0.714%
2/8/2024Tortoise Investment Management LLC84,020$1.92M0.2%-16.8%2.101%
2/2/2024Atria Wealth Solutions Inc.11,177$258K0.0%-47.2%0.279%
1/31/2024Flynn Zito Capital Management LLC174,985$4.05M2.7%-0.3%4.375%
1/24/2024Stratos Wealth Partners LTD.11,737$271K0.0%N/A0.293%
1/22/2024Miracle Mile Advisors LLC54,745$1.27M0.0%+13.7%1.369%
12/6/2023Citigroup Inc.27,193$578K0.0%-9.7%0.680%
11/9/2023Citigroup Inc.27,193$578K0.0%-9.7%0.680%
11/7/2023Flynn Zito Capital Management LLC175,474$3.73M2.6%+2.3%4.387%
10/25/2023Miracle Mile Advisors LLC48,153$1.02M0.0%N/A1.204%
10/24/2023Bank of New York Mellon Corp11,686$248K0.0%+9.1%0.292%
8/9/2023Flow Traders U.S. LLC17,951$408K0.0%+49.8%0.449%
8/7/2023Tortoise Investment Management LLC104,689$2.38M0.4%-7.2%2.617%
8/3/2023Atria Wealth Solutions Inc.21,485$489K0.0%+6.6%0.537%
8/3/2023CWM LLC4,390$100K0.0%N/A0.110%
8/3/2023Flynn Zito Capital Management LLC171,473$3.90M2.6%-0.9%4.287%
8/2/2023Bank of Montreal Can22,722$519K0.0%N/A0.568%
7/31/2023LPL Financial LLC81,678$1.86M0.0%+29.9%2.042%
7/28/2023Brooklyn FI LLC9,803$223K0.1%N/A0.245%
5/9/2023Tortoise Investment Management LLC112,844$2.57M0.4%-4.3%2.821%
5/3/2023Flynn Zito Capital Management LLC173,054$3.94M2.9%+9.9%4.326%
4/28/2023Ameritas Advisory Services LLC1,200$27K0.0%N/A0.030%
4/20/2023Valicenti Advisory Services Inc.16,610$378K0.1%N/A0.415%
3/6/2023OLD Mission Capital LLC1,625$36K0.0%N/A0.041%
2/15/2023Asset Management Group Inc.47,285$1.05M0.2%-12.5%1.182%
2/13/2023Atria Wealth Solutions Inc.20,157$446K0.0%+5.2%0.504%
(Data available from 1/1/2016 forward)

PZT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PZT shares?

During the previous two years, 37 institutional investors and hedge funds held shares of Invesco New York AMT-Free Municipal Bond ETF. The most heavily invested institutionals were HighTower Advisors LLC ($14.49M), Miracle Mile Advisors LLC ($7.36M), Hennion & Walsh Asset Management Inc. ($4.67M), Flynn Zito Capital Management LLC ($4.54M), Bank of America Corp DE ($3.69M), GAMMA Investing LLC ($2.75M), and American Financial & Tax Strategies Inc. ($2.40M).Learn more on Invesco New York AMT-Free Municipal Bond ETF's institutional investors.

Which institutional investors have been buying Invesco New York AMT-Free Municipal Bond ETF's stock?

Of the 31 institutional investors that purchased Invesco New York AMT-Free Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Miracle Mile Advisors LLC ($337.53K), Hennion & Walsh Asset Management Inc. ($189.85K), EP Wealth Advisors LLC ($92.50K), Elequin Capital LP ($86.76K), HighTower Advisors LLC ($69.62K), Note Advisors LLC ($63.87K), and Flynn Zito Capital Management LLC ($50.01K).

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

Institutional investors have bought a total of 703,788 shares in the last 24 months. This purchase volume represents approximately $15.79M in transactions.

Which of Invesco New York AMT-Free Municipal Bond ETF's major shareholders have been selling company stock?

Of the 15 institutional investors that sold Invesco New York AMT-Free Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: EP Wealth Advisors LLC ($21.73K), Stratos Wealth Partners LTD. ($20.17K), LPL Financial LLC ($19.64K), Tortoise Investment Management LLC ($17.01K), Bank of America Corp DE ($15.69K), American Financial & Tax Strategies Inc. ($15.20K), and Flynn Zito Capital Management LLC ($12.36K).

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

Institutional investors have sold a total of 159,372 shares in the last 24 months. This volume of shares sold represents approximately $3.52M in transactions.


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This page (NYSEARCA:PZT) was last updated on 9/15/2025 by MarketBeat.com Staff
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