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

Invesco California AMT-Free Municipal Bond ETF logo
$23.32 -0.16 (-0.68%)
As of 05/2/2025 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)
74
Total
Institutional Inflows
(last 12 months)
$199.77M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$271.22M
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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
5/2/2025 Wealthfront Advisers LLC147,159$3.51M0.0%+99.7%0.514%
5/1/2025 SteelPeak Wealth LLC112,689$2.69M0.1%+29.8%0.393%
4/30/2025 Cerity Partners LLC69,018$1.65M0.0%-14.9%0.241%
4/30/2025 Allworth Financial LP186,090$4.34M0.0%-18.6%0.650%
4/30/2025 Stratos Wealth Partners LTD.1,793,042$42.76M0.7%+21.5%6.258%
4/30/2025 Crossmark Global Holdings Inc.27,356$657K0.0%N/A0.095%
4/29/2025 Envestnet Asset Management Inc.1,426,565$34.02M0.0%+14.7%4.979%
4/29/2025 OneDigital Investment Advisors LLC115,384$2.75M0.0%+8.0%0.403%
4/29/2025 SimpliFi Inc.59,449$1.42M0.7%+2.9%0.208%
4/28/2025 Elmwood Wealth Management Inc.24,425$583K0.2%N/A0.085%
4/28/2025 Keybank National Association OH112,239$2.68M0.0%-4.9%0.392%
4/28/2025 Impact Investors Inc89,073$2.12M1.7%-9.6%0.311%
4/25/2025 Lodestar Private Asset Management LLC79,845$1.90M0.2%+31.6%0.279%
4/25/2025 Amara Financial LLC.41,735$995K0.9%N/A0.146%
4/23/2025 Pure Financial Advisors LLC60,579$1.45M0.0%-1.1%0.211%
4/23/2025 Golden State Wealth Management LLC3,642$87K0.0%+91.0%0.013%
4/23/2025 Mattern Capital Management LLC28,141$671K0.1%+1.9%0.098%
4/23/2025 Verus Wealth Management LLC27,838$664K0.7%-50.7%0.097%
4/22/2025 Cambridge Investment Research Advisors Inc.52,247$1.25M0.0%+10.6%0.182%
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%
2/14/2025 OneDigital Investment Advisors LLC106,807$2.64M0.0%+2.5%0.310%
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2/13/2025Guggenheim Capital LLC114,621$2.83M0.0%+249.2%0.333%
2/13/2025 Rossby 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%
2/13/2025 Cerity Partners LLC81,135$2.00M0.0%+223.5%0.236%
2/13/2025 Envestnet 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%
2/12/2025 Climber 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%
2/11/2025 Hill Island Financial LLC8,759$216K0.1%N/A0.025%
2/11/2025LPL Financial LLC552,990$13.66M0.0%+8.5%1.605%
2/10/2025 Creative 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%
2/7/2025HighTower Advisors LLC56,902$1.41M0.0%+49.2%0.165%
2/7/2025 Wealthfront 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%
2/6/2025 Keybank 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%
2/5/2025 Impact Investors Inc98,536$2.43M1.9%N/A0.286%
2/4/2025 Twin Peaks Wealth Advisors LLC10,106$250K0.1%N/A0.029%
2/3/2025 Mattern Capital Management LLC27,626$682K0.1%+11.6%0.080%
1/31/2025Atlas Legacy Advisors LLC449,290$11.10M2.7%N/A1.304%
1/30/2025 Allworth 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%
1/28/2025 Golden State Wealth Management LLC1,907$47K0.0%N/A0.006%
1/28/2025 Lodestar Private Asset Management LLC60,665$1.50M0.2%+4.3%0.176%
1/27/2025 Stratos 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%
1/24/2025 SimpliFi Inc.57,749$1.43M0.7%-4.9%0.168%
1/23/2025 Verus Wealth Management LLC56,522$1.40M1.6%N/A0.164%
1/23/2025 SteelPeak Wealth LLC86,803$2.14M0.1%-25.6%0.252%
1/23/2025Williams & Novak LLC53,700$1.33M1.3%-13.4%0.156%
1/17/2025 Spinnaker Investment Group LLC8,151$201K0.0%N/A0.024%
1/17/2025Atomi Financial Group Inc.25,440$628K0.0%+215.9%0.074%
1/16/2025 Pure Financial Advisors LLC61,223$1.51M0.0%+7.0%0.178%
1/16/2025FOCUS Wealth Advisors LLC33,337$823K0.4%-5.2%0.097%
1/15/2025 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%
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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%
(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, 106 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), First Foundation Advisors ($33.40M), and Mercer Global Advisors Inc. ADV ($30.86M).Learn more on PWZ's institutional investors.

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

Of the 100 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. ($753.46K).

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

Institutional investors have bought a total of 19,105,056 shares in the last 24 months. This purchase volume represents approximately $463.24M in transactions.

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

Of the 38 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 ($78.05K).

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

Institutional investors have sold a total of 15,333,063 shares in the last 24 months. This volume of shares sold represents approximately $383.44M in transactions.


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This page (NYSEARCA:PWZ) was last updated on 5/4/2025 by MarketBeat.com Staff
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