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

Invesco California AMT-Free Municipal Bond ETF logo
$22.80 -0.03 (-0.13%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$22.84 +0.04 (+0.15%)
As of 07/18/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
78
Total
Institutional Inflows
(last 12 months)
$193.38M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$270.74M
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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
7/18/2025SimpliFi Inc.62,431$1.46M0.6%+5.0%0.183%
7/18/2025Warren Street Wealth Advisors LLC19,907$465K0.2%-3.2%0.058%
7/18/2025Pure Financial Advisors LLC304,528$7.11M0.1%+402.7%0.890%
7/18/2025Bartlett & CO. Wealth Management LLC3,747$87K0.0%+162.0%0.011%
7/14/2025 GAMMA Investing LLC12,129$283K0.0%-38.5%0.036%
7/14/2025 Sweeney & Michel LLC20,000$464K0.2%-9.1%0.059%
7/14/2025 Parkshore Wealth Management Inc.11,170$261K0.1%-45.6%0.033%
7/9/2025 Affinity Capital Advisors LLC53,170$1.24M0.2%-72.0%0.161%
7/9/2025 FOCUS Wealth Advisors LLC39,404$920K0.5%+5.7%0.120%
5/19/2025Jane Street Group LLC268,578$6.41M0.0%+41.3%0.942%
5/16/2025Jones Financial Companies Lllp158,316$3.78M0.0%+1,637.8%0.555%
5/16/2025Integrated Wealth Concepts LLC36,319$866K0.0%N/A0.127%
5/15/2025EP Wealth Advisors LLC867,396$20.69M0.2%+3.7%3.043%
5/15/2025Royal Bank of Canada18,710$446K0.0%-5.7%0.066%
5/15/2025GKV Capital Management Co. Inc.34,269$817K0.3%N/A0.120%
5/15/2025Gerber Kawasaki Wealth & Investment Management1,312,859$31.31M1.4%+6.7%4.607%
5/14/2025Compound Planning Inc.43,751$1.04M0.0%+72.0%0.154%
5/14/2025Flow Traders U.S. LLC73,576$1.76M0.1%N/A0.258%
5/13/2025GKV Capital Management Co. Inc.34,269$817K0.7%N/A0.120%
5/13/2025HighTower Advisors LLC61,990$1.48M0.0%+8.9%0.218%
5/12/2025Townsquare Capital LLC20,218$482K0.0%-2.7%0.071%
5/9/2025Greykasell Wealth Strategies Inc.42,685$1.02M0.5%-9.7%0.150%
5/8/2025 FOCUS Wealth Advisors LLC37,269$889K0.5%+11.8%0.131%
5/8/2025First Foundation Advisors1,115,085$26.60M1.1%-17.5%3.913%
5/7/2025Werba Rubin Papier Wealth Management8,566$204K0.0%N/A0.030%
5/7/2025Atlas Legacy Advisors LLC444,988$10.65M2.7%-1.0%1.561%
5/7/2025LPL Financial LLC578,075$13.79M0.0%+4.5%2.028%
5/6/2025Cetera Investment Advisers19,533$466K0.0%N/A0.068%
5/6/2025Journey Strategic Wealth LLC75,235$1.79M0.1%-1.3%0.263%
5/6/2025Clifford Swan Investment Counsel LLC10,300$246K0.0%N/A0.036%
5/2/2025Wealthfront Advisers LLC147,159$3.51M0.0%+99.7%0.514%
5/1/2025SteelPeak Wealth LLC112,689$2.69M0.1%+29.8%0.393%
4/30/2025Cerity Partners LLC69,018$1.65M0.0%-14.9%0.241%
4/30/2025Allworth Financial LP186,090$4.34M0.0%-18.6%0.650%
4/30/2025Stratos Wealth Partners LTD.1,793,042$42.76M0.7%+21.5%6.258%
4/30/2025Crossmark Global Holdings Inc.27,356$657K0.0%N/A0.095%
4/29/2025Envestnet Asset Management Inc.1,426,565$34.02M0.0%+14.7%4.979%
4/29/2025OneDigital Investment Advisors LLC115,384$2.75M0.0%+8.0%0.403%
4/29/2025SimpliFi Inc.59,449$1.42M0.7%+2.9%0.208%
4/28/2025Elmwood Wealth Management Inc.24,425$583K0.2%N/A0.085%
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4/28/2025Keybank National Association OH112,239$2.68M0.0%-4.9%0.392%
4/28/2025Impact Investors Inc89,073$2.12M1.7%-9.6%0.311%
4/25/2025Lodestar Private Asset Management LLC79,845$1.90M0.2%+31.6%0.279%
4/25/2025Amara Financial LLC.41,735$995K0.9%N/A0.146%
4/23/2025Pure Financial Advisors LLC60,579$1.45M0.0%-1.1%0.211%
4/23/2025Golden State Wealth Management LLC3,642$87K0.0%+91.0%0.013%
4/23/2025Mattern Capital Management LLC28,141$671K0.1%+1.9%0.098%
4/23/2025Verus Wealth Management LLC27,838$664K0.7%-50.7%0.097%
4/22/2025Cambridge Investment Research Advisors Inc.52,247$1.25M0.0%+10.6%0.182%
4/17/2025Brighton 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%
4/14/2025Miracle Mile Advisors LLC2,520,756$60.12M1.2%+4.0%8.648%
4/10/2025Warren Street Wealth Advisors LLC20,572$491K0.2%-2.7%0.071%
4/10/2025Hennion & Walsh Asset Management Inc.33,560$800K0.0%+19.4%0.115%
4/9/2025McNaughton 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%
2/14/2025 Parkshore 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%
2/10/2025Commonwealth Equity Services LLC50,536$1.25M0.0%+84.8%0.147%
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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%
2/4/2025Twin Peaks Wealth Advisors LLC10,106$250K0.1%N/A0.029%
2/3/2025Mattern Capital Management LLC27,626$682K0.1%+11.6%0.080%
(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, 111 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. ($42.76M), Bank of America Corp DE ($34.07M), Envestnet Asset Management Inc. ($34.02M), Gerber Kawasaki Wealth & Investment Management ($31.31M), and Mercer Global Advisors Inc. ADV ($30.86M).Learn more on Invesco California AMT-Free Municipal Bond ETF's institutional investors.

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

Of the 104 institutional investors that purchased Invesco California 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: Charles Schwab Investment Advisory Inc. ($4.65M), 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 ($902.60K), and Envestnet Asset Management Inc. ($753.46K).

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

Institutional investors have bought a total of 7,902,382 shares in the last 24 months. This purchase volume represents approximately $193.38M in transactions.

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

Of the 35 institutional investors that sold Invesco California 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: Charles Schwab Investment Management Inc. ($9.73M), First Foundation Advisors ($513.00K), Affinity Capital Advisors LLC ($170.69K), JPMorgan Chase & Co. ($63.85K), Jane Street Group LLC ($62.01K), Allworth Financial LP ($42.48K), and Cerity Partners LLC ($40.55K).

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

Institutional investors have sold a total of 10,831,587 shares in the last 24 months. This volume of shares sold represents approximately $270.74M in transactions.


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This page (NYSEARCA:PWZ) was last updated on 7/19/2025 by MarketBeat.com Staff
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