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

Invesco California AMT-Free Municipal Bond ETF logo
$23.92 +0.04 (+0.17%)
As of 07/24/2026 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)
79
Total
Institutional Inflows
(last 12 months)
$571.58M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$193.58M
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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
7/9/2026 Affinity Capital Advisors LLC123,281$3.03M0.4%+195.9%0.259%
7/8/2026 Elmwood Wealth Management Inc.141,077$3.46M0.9%-0.6%0.296%
7/7/2026 McNaughton Wealth Management LLC63,304$1.55M0.6%-9.4%0.133%
5/19/2026Bank of America Corp DE1,053,233$25.14M0.0%+10.1%2.335%
5/18/2026Royal Bank of Canada15,645$373K0.0%+4.2%0.035%
5/16/2026Quantinno Capital Management LP35,059$837K0.0%-7.6%0.078%
5/15/2026Gateway Wealth Partners LLC10,000$239K0.0%N/A0.022%
5/14/2026Compound Planning Inc.69,690$1.66M0.1%+15.1%0.155%
5/13/2026Cetera Investment Advisers37,336$891K0.0%-3.9%0.083%
5/13/2026 Dynamic Wealth Strategies LLC4,849$116K0.1%-15.5%0.011%
5/6/2026 SteelPeak Wealth LLC85,605$2.04M0.1%-1.5%0.190%
5/5/2026Wealthfront Advisers LLC17,410,759$415.60M0.9%-5.6%38.605%
5/5/2026Navigation Group LLC77,030$1.84M0.4%N/A0.171%
5/5/2026Avantax Planning Partners Inc.25,503$609K0.0%+72.3%0.057%
5/4/2026Mattern Capital Management LLC30,983$740K0.1%-6.2%0.069%
4/27/2026Lodestar Private Asset Management LLC77,924$1.86M0.2%+12.3%0.174%
4/25/2026Keybank National Association OH122,985$2.94M0.0%+14.5%0.275%
4/24/2026Root Financial Partners LLC4,443$106K0.0%-56.6%0.010%
4/20/2026 Chatterton & Associates Inc.132,412$3.21M2.3%+43.3%0.297%
4/18/2026 Nautilus Advisors LLC19,940$476K0.3%-4.8%0.045%
3/4/2026Pure Financial Advisors LLC292,533$7.07M0.1%+0.6%0.657%
2/19/2026Axxcess Wealth Management LLC24,488$592K0.0%N/A0.055%
2/18/2026Ameriflex Group Inc.2,103$51K0.0%-29.9%0.005%
2/18/2026Mercer Global Advisors Inc. ADV2,795,200$67.53M0.1%+24.9%6.274%
2/18/2026EP Wealth Advisors LLC737,566$17.82M0.1%N/A1.656%
2/18/2026Align Financial LLC71,030$1.72M0.0%N/A0.159%
2/17/2026Guggenheim Capital LLC654,313$15.81M0.1%+46.5%1.469%
2/17/2026Osaic Holdings Inc.27,335$660K0.0%-62.5%0.061%
2/17/2026Royal Bank of Canada15,010$363K0.0%+3.0%0.034%
2/16/2026MML Investors Services LLC20,640$499K0.0%N/A0.046%
2/16/2026Mariner LLC164,048$3.96M0.0%+16.7%0.368%
2/16/2026FF Advisors LLC25,990$628K0.3%N/A0.058%
2/16/2026Destination Wealth Management30,116$728K0.0%-48.8%0.068%
2/13/2026C M Bidwell & Associates Ltd.30,504$737K0.3%+19.3%0.068%
2/13/2026Integrated Wealth Concepts LLC37,808$913K0.0%-21.6%0.085%
2/13/2026Wells Fargo & Company MN219,493$5.30M0.0%-9.0%0.493%
2/13/2026Gerber Kawasaki Wealth & Investment Management1,749,867$42.28M1.5%+1.0%3.928%
2/12/2026Rossby Financial LCC9,893$239K0.1%N/A0.022%
2/12/2026Jane Street Group LLC224,813$5.43M0.0%-32.1%0.505%
2/12/2026HRT Financial LP8,750$211K0.0%-23.6%0.020%
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2/12/2026Orion Porfolio Solutions LLC20,232$489K0.0%-71.0%0.045%
2/12/2026Commonwealth Equity Services LLC56,788$1.37M0.0%-4.4%0.127%
2/12/2026StoneX Group Inc.71,743$1.73M0.1%N/A0.161%
2/11/2026Cerity Partners LLC37,527$907K0.0%-10.2%0.084%
2/11/2026LPL Financial LLC597,009$14.42M0.0%+1.1%1.340%
2/11/2026JPMorgan Chase & Co.228,973$5.53M0.0%-1.4%0.514%
2/11/2026Syon Capital LLC1,288,795$31.14M1.6%-0.6%2.893%
2/11/2026Greykasell Wealth Strategies Inc.17,110$413K0.2%-37.7%0.038%
2/11/2026Vise Technologies Inc.13,674$330K0.0%N/A0.031%
2/10/2026Goldman Sachs Group Inc.45,193$1.09M0.0%-90.2%0.101%
2/9/2026 Prospera Financial Services Inc41,555$1.00M0.0%-5.3%0.093%
2/6/2026Axxcess Wealth Management LLC24,488$592K0.0%N/A0.055%
2/6/2026HighTower Advisors LLC81,381$1.97M0.0%+7.4%0.183%
2/5/2026WealthPlan Investment Management LLC17,655$427K0.0%-6.8%0.040%
2/5/2026 Williams & Novak LLC35,300$853K0.6%+2.9%0.079%
2/5/2026Avantax Planning Partners Inc.14,804$358K0.0%-2.9%0.033%
2/5/2026Navalign LLC1,110$27K0.0%N/A0.002%
2/4/2026 Dynamic Wealth Strategies LLC5,741$139K0.1%-18.0%0.013%
2/3/2026 Climber Capital SA16,395$396K0.2%N/A0.036%
2/3/2026 Eclectic Associates Inc. ADV8,381$202K0.0%N/A0.019%
2/2/2026 Composition Wealth LLC1,195,177$28.88M0.4%-12.9%2.638%
2/2/2026Robertson Stephens Wealth Management LLC52,356$1.27M0.0%+119.5%0.116%
1/30/2026Keybank National Association OH107,379$2.59M0.0%+0.4%0.238%
1/30/2026Wealthfront Advisers LLC18,435,141$445.39M1.0%-2.5%40.786%
1/29/2026Atlas Legacy Advisors LLC37,418$904K0.2%+50.6%0.083%
1/29/2026Mattern Capital Management LLC33,047$798K0.1%+3.5%0.073%
1/28/2026 Omega Financial Group LLC25,777$623K0.2%+2.4%0.057%
1/27/2026Lodestar Private Asset Management LLC69,375$1.68M0.2%+8.1%0.154%
1/27/2026 TME Financial Inc.11,147$269K0.2%+18.0%0.025%
1/23/2026 Farther Finance Advisors LLC77,883$1.88M0.0%+861.5%0.172%
1/23/2026Assetmark Inc.14,014$339K0.0%N/A0.031%
1/23/2026SimpliFi Inc.82,932$2.00M0.8%+20.2%0.184%
1/22/2026 Nautilus Advisors LLC20,955$506K0.3%-32.0%0.046%
1/22/2026Hill Island Financial LLC20,039$484K0.1%N/A0.044%
1/21/2026 Apella Capital LLC14,879$359K0.0%N/A0.033%
1/21/2026 Blue Zone Wealth Advisors LLC9,459$229K0.0%N/A0.021%
1/21/2026Impact Investors Inc45,028$1.09M0.8%+3.8%0.100%
1/20/2026 Chatterton & Associates Inc.92,381$2.23M1.9%N/A0.205%
1/20/2026Savvy Advisors Inc.15,279$369K0.0%-11.9%0.034%
1/20/2026Stratos Wealth Partners LTD.1,317,528$31.83M0.4%+1.1%2.918%
1/20/2026 SteelPeak Wealth LLC86,874$2.10M0.1%-6.4%0.192%
1/14/2026 Hennion & Walsh Asset Management Inc.99,712$2.41M0.1%+28.6%0.220%
1/12/2026 McNaughton Wealth Management LLC75,860$1.83M0.8%-4.1%0.167%
1/9/2026 FOCUS Wealth Advisors LLC44,460$1.07M0.5%+5.0%0.098%
1/8/2026 Elmwood Wealth Management Inc.128,675$3.11M1.0%+3.5%0.284%
1/8/2026 Wedmont Private Capital20,689$502K0.0%N/A0.046%
1/7/2026 Private Client Services LLC8,488$205K0.1%-4.6%0.019%
1/5/2026 GAMMA Investing LLC9,642$233K0.0%+33.4%0.021%
1/1/2026JPMorgan Chase & Co.232,168$5.55M0.0%+40.2%0.513%
12/2/2025Allworth Financial LP96,261$2.30M0.0%-28.5%0.212%
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11/17/2025First Foundation Advisors463,832$11.10M0.4%-51.3%1.024%
11/17/2025Susquehanna International Group LLP26,306$629K0.0%+158.8%0.058%
11/17/2025Mariner LLC140,559$3.36M0.0%-7.5%0.310%
11/17/2025Mercer Global Advisors Inc. ADV2,238,739$53.55M0.1%+34.3%4.942%
11/17/2025Integrated Wealth Concepts LLC48,218$1.15M0.0%+24.9%0.106%
11/17/2025Destination Wealth Management58,868$1.41M0.0%+67.0%0.130%
11/17/2025Elequin Capital LP8,819$211K0.0%N/A0.019%
11/17/2025Citadel Advisors LLC110,954$2.65M0.0%+43.1%0.245%
11/17/2025Bank of America Corp DE985,000$23.56M0.0%+41.0%2.174%
11/17/2025Ameriprise Financial Inc.70,822$1.69M0.0%-6.1%0.156%


PWZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 130 institutional investors and hedge funds held shares of Invesco California AMT-Free Municipal Bond ETF. The most heavily invested institutionals were Wealthfront Advisers LLC ($415.60M), Mercer Global Advisors Inc. ADV ($67.53M), Gerber Kawasaki Wealth & Investment Management ($42.28M), Miracle Mile Advisors LLC ($32.82M), Stratos Wealth Partners LTD. ($31.83M), Syon Capital LLC ($31.14M), and Composition Wealth LLC ($28.88M).Learn more on Invesco California AMT-Free Municipal Bond ETF's institutional investors.

Of the 117 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 ($18.86M), Mercer Global Advisors Inc. ADV ($2.38M), Syon Capital LLC ($1.09M), EP Wealth Advisors LLC ($844.56K), Envestnet Asset Management Inc. ($812.26K), Bank of America Corp DE ($808.33K), and Gerber Kawasaki Wealth & Investment Management ($676.83K).

Institutional investors have bought a total of 24,013,340 shares in the last 24 months. This purchase volume represents approximately $571.58M in transactions.

Of the 57 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: Envestnet Asset Management Inc. ($1.64M), Wealthfront Advisers LLC ($1.50M), Miracle Mile Advisors LLC ($1.20M), Stratos Wealth Partners LTD. ($527.46K), First Foundation Advisors ($489.05K), Atlas Legacy Advisors LLC ($427.33K), and Goldman Sachs Group Inc. ($417.49K).

Institutional investors have sold a total of 8,117,058 shares in the last 24 months. This volume of shares sold represents approximately $193.58M in transactions.


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This page (NYSEARCA:PWZ) was last updated on 7/25/2026 by MarketBeat.com Staff.
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