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

Invesco California AMT-Free Municipal Bond ETF logo
$24.32 -0.01 (-0.04%)
Closing price 04:10 PM Eastern
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$24.30 -0.02 (-0.10%)
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)
84
Total
Institutional Inflows
(last 12 months)
$308.28M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$332.97M
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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
10/24/2025SimpliFi Inc.69,016$1.65M0.7%+10.5%0.150%
10/22/2025 Hennion & Walsh Asset Management Inc.77,566$1.86M0.1%+90.1%0.169%
10/21/2025 Global Retirement Partners LLC7,727$185K0.0%-38.4%0.017%
10/21/2025 SteelPeak Wealth LLC92,807$2.22M0.1%-22.9%0.202%
10/21/2025 Mattern Capital Management LLC31,939$764K0.1%+8.9%0.070%
10/20/2025 Miracle Mile Advisors LLC1,372,251$32.82M0.5%-46.6%2.990%
10/20/2025 Laurel Wealth Planning LLC11,602$278K0.1%+19.0%0.025%
10/20/2025 Pure Financial Advisors LLC290,789$6.96M0.1%-4.5%0.634%
10/14/2025 Private Client Services LLC8,901$213K0.1%N/A0.019%
10/9/2025 Affinity Capital Advisors LLC41,671$999K0.2%-21.6%0.091%
10/8/2025 McNaughton Wealth Management LLC79,082$1.89M0.8%-6.5%0.172%
10/7/2025 FOCUS Wealth Advisors LLC42,336$1.01M0.5%+7.4%0.092%
10/2/2025 GAMMA Investing LLC7,230$173K0.0%-40.4%0.021%
9/26/2025Corient Private Wealth LLC9,729$227K0.0%N/A0.028%
9/4/2025Osaic Holdings Inc.60,698$1.42M0.0%+382.7%0.177%
8/27/2025Orion Porfolio Solutions LLC86,562$2.02M0.0%-6.6%0.253%
8/15/2025Corient Private Wealth LLC9,729$227K0.0%N/A0.028%
8/15/2025Orion Porfolio Solutions LLC19,884$464K0.0%-78.6%0.058%
8/15/2025EP Wealth Advisors LLC834,086$19.47M0.1%-3.8%2.439%
8/15/2025Bank of America Corp DE698,813$16.31M0.0%-18.7%2.043%
8/15/2025Ameriprise Financial Inc.75,445$1.76M0.0%-81.0%0.221%
8/14/2025Jane Street Group LLC489,526$11.43M0.0%+82.3%1.431%
8/14/2025Raymond James Financial Inc.17,903$418K0.0%-29.3%0.052%
8/14/2025Quantinno Capital Management LP28,144$657K0.0%N/A0.082%
8/14/2025BCS Private Wealth Management Inc.20,000$467K0.2%N/A0.058%
8/14/2025Gerber Kawasaki Wealth & Investment Management1,219,896$28.47M1.1%-7.1%3.567%
8/13/2025Dynamic Wealth Strategies LLC9,717$227K0.2%-71.6%0.028%
8/13/2025Guggenheim Capital LLC282,428$6.59M0.1%+66.7%0.826%
8/13/2025WCG Wealth Advisors LLC11,204$262K0.0%N/A0.033%
8/12/2025 Global Retirement Partners LLC12,545$293K0.0%N/A0.037%
8/12/2025Journey Strategic Wealth LLC24,275$567K0.0%-67.7%0.071%
8/12/2025JPMorgan Chase & Co.165,571$3.86M0.0%-58.6%0.484%
8/8/2025Cetera Investment Advisers20,568$480K0.0%+5.3%0.060%
8/8/2025Creative Planning18,359$428K0.0%-20.3%0.054%
8/7/2025Allworth Financial LP134,636$3.14M0.0%-27.7%0.395%
8/7/2025Shared Vision Wealth Group LLC18,309$419K0.2%N/A0.054%
8/6/2025Prospera Financial Services Inc43,213$1.01M0.0%-3.9%0.127%
8/6/2025Atlas Legacy Advisors LLC17,663$412K0.1%-96.0%0.052%
8/5/2025TME Financial Inc.12,375$289K0.2%-35.8%0.036%
8/4/2025Keybank National Association OH117,570$2.74M0.0%+4.7%0.345%
8/1/2025Envestnet Asset Management Inc.1,666,448$38.90M0.0%+16.8%4.894%
7/31/2025Wealthfront Advisers LLC5,171,896$120.71M0.3%+3,414.5%15.189%
7/29/2025Stratos Wealth Partners LTD.1,830,367$42.72M0.6%+2.1%5.376%
7/28/2025WealthPlan Investment Management LLC23,996$560K0.0%N/A0.070%
7/28/2025Elmwood Wealth Management Inc.25,075$585K0.2%+2.7%0.074%
7/25/2025Lodestar Private Asset Management LLC62,801$1.47M0.2%-21.3%0.184%
7/24/2025Williams & Novak LLC39,800$929K0.8%+5.6%0.117%
7/24/2025Certus Wealth Management LLC17,309$404K0.3%N/A0.051%
7/23/2025 SteelPeak Wealth LLC120,397$2.81M0.1%+6.8%0.353%
7/22/2025 McNaughton Wealth Management LLC84,576$1.97M0.9%+26.3%0.248%
7/21/2025Impact Investors Inc81,431$1.90M1.3%-8.6%0.239%
7/21/2025 Mattern Capital Management LLC29,340$685K0.1%+4.3%0.086%
7/18/2025SimpliFi Inc.62,431$1.46M0.6%+5.0%0.183%
7/18/2025 Warren Street Wealth Advisors LLC19,907$465K0.2%-3.2%0.058%
7/18/2025 Pure Financial Advisors LLC304,528$7.11M0.1%+402.7%0.890%
7/18/2025 Bartlett & CO. Wealth Management LLC3,747$87K0.0%+162.0%0.011%
7/14/2025 GAMMA Investing LLC12,129$283K0.0%-38.5%0.036%
7/14/2025Sweeney & Michel LLC20,000$464K0.2%-9.1%0.059%
7/14/2025Parkshore 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%
5/8/2025FOCUS 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%
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%
(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, 119 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), Wealthfront Advisers LLC ($120.71M), Stratos Wealth Partners LTD. ($42.72M), Envestnet Asset Management Inc. ($38.90M), Miracle Mile Advisors LLC ($32.82M), Mercer Global Advisors Inc. ADV ($30.86M), and Gerber Kawasaki Wealth & Investment Management ($28.47M).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 110 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: Wealthfront Advisers LLC ($5.12M), Charles Schwab Investment Advisory Inc. ($4.65M), Miracle Mile Advisors LLC ($2.50M), Mercer Global Advisors Inc. ADV ($1.45M), Syon Capital LLC ($1.09M), Envestnet Asset Management Inc. ($993.35K), and First Foundation Advisors ($990.97K).

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

Institutional investors have bought a total of 12,885,753 shares in the last 24 months. This purchase volume represents approximately $308.28M in transactions.

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

Of the 43 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), Miracle Mile Advisors LLC ($1.20M), Atlas Legacy Advisors LLC ($431.63K), First Foundation Advisors ($389.28K), Ameriprise Financial Inc. ($321.51K), JPMorgan Chase & Co. ($298.58K), and Affinity Capital Advisors LLC ($182.19K).

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

Institutional investors have sold a total of 13,475,008 shares in the last 24 months. This volume of shares sold represents approximately $332.97M in transactions.


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This page (NYSEARCA:PWZ) was last updated on 10/24/2025 by MarketBeat.com Staff
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