Invesco California AMT-Free Municipal Bond ETF (PWZ) Institutional Ownership $23.92 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ)Number ofInstitutional Buyers(last 12 months)81TotalInstitutional Inflows(last 12 months)$576.52MNumber ofInstitutional Sellers(last 12 months)60TotalInstitutional Outflows(last 12 months)$197.62M Get PWZ Insider Trade Alerts Want to know when executives and insiders are buying or selling Invesco California AMT-Free Municipal Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data PWZ Institutional Buying and Selling by Quarter Invesco California AMT-Free Municipal Bond ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026 Bank of America Corp DE1,053,233$25.14M0.0%+10.1%2.335% 5/18/2026 Royal Bank of Canada15,645$373K0.0%+4.2%0.035% 5/16/2026 Quantinno Capital Management LP35,059$837K0.0%-7.6%0.078% 5/15/2026 Gateway Wealth Partners LLC10,000$239K0.0%N/A0.022% 5/14/2026 Compound Planning Inc.69,690$1.66M0.1%+15.1%0.155% 5/13/2026 Cetera 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% 5/5/2026 Wealthfront Advisers LLC17,410,759$415.60M0.9%-5.6%38.605% 5/5/2026 Navigation Group LLC77,030$1.84M0.4%N/A0.171% Get the Latest News and Ratings for PWZ and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Invesco California AMT-Free Municipal Bond ETF and its competitors with MarketBeat's FREE daily newsletter. 5/5/2026 Avantax Planning Partners Inc.25,503$609K0.0%+72.3%0.057% 5/4/2026 Mattern Capital Management LLC30,983$740K0.1%-6.2%0.069% 4/27/2026 Lodestar Private Asset Management LLC77,924$1.86M0.2%+12.3%0.174% 4/25/2026 Keybank National Association OH122,985$2.94M0.0%+14.5%0.275% 4/24/2026 Root 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% 3/4/2026 Pure Financial Advisors LLC292,533$7.07M0.1%+0.6%0.657% 2/19/2026 Axxcess Wealth Management LLC24,488$592K0.0%N/A0.055% 2/18/2026 Ameriflex Group Inc.2,103$51K0.0%-29.9%0.005% 2/18/2026 Mercer Global Advisors Inc. ADV2,795,200$67.53M0.1%+24.9%6.274% 2/18/2026 EP Wealth Advisors LLC737,566$17.82M0.1%N/A1.656% 2/18/2026 Align Financial LLC71,030$1.72M0.0%N/A0.159% 2/17/2026 Guggenheim Capital LLC654,313$15.81M0.1%+46.5%1.469% 2/17/2026 Osaic Holdings Inc.27,335$660K0.0%-62.5%0.061% 2/17/2026 Royal Bank of Canada15,010$363K0.0%+3.0%0.034% 2/16/2026 MML Investors Services LLC20,640$499K0.0%N/A0.046% 2/16/2026 Mariner LLC164,048$3.96M0.0%+16.7%0.368% 2/16/2026 FF Advisors LLC25,990$628K0.3%N/A0.058% 2/16/2026 Destination Wealth Management30,116$728K0.0%-48.8%0.068% 2/13/2026 C M Bidwell & Associates Ltd.30,504$737K0.3%+19.3%0.068% 2/13/2026 Integrated Wealth Concepts LLC37,808$913K0.0%-21.6%0.085% 2/13/2026 Wells Fargo & Company MN219,493$5.30M0.0%-9.0%0.493% 2/13/2026 Gerber Kawasaki Wealth & Investment Management1,749,867$42.28M1.5%+1.0%3.928% 2/12/2026 Rossby Financial LCC9,893$239K0.1%N/A0.022% 2/12/2026 Jane Street Group LLC224,813$5.43M0.0%-32.1%0.505% 2/12/2026 HRT Financial LP8,750$211K0.0%-23.6%0.020% 2/12/2026 Orion Porfolio Solutions LLC20,232$489K0.0%-71.0%0.045% 2/12/2026 Commonwealth Equity Services LLC56,788$1.37M0.0%-4.4%0.127% 2/12/2026 StoneX Group Inc.71,743$1.73M0.1%N/A0.161% Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)We’ve found The Next Elon Musk… and what we believe to be the next Tesla. 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Peter Thiel just bet $1 Billion on it.👉 Unlock the ticker now and get it completely free.2/11/2026 Cerity Partners LLC37,527$907K0.0%-10.2%0.084% 2/11/2026 LPL Financial LLC597,009$14.42M0.0%+1.1%1.340% 2/11/2026 JPMorgan Chase & Co.228,973$5.53M0.0%-1.4%0.514% 2/11/2026 Syon Capital LLC1,288,795$31.14M1.6%-0.6%2.893% 2/11/2026 Greykasell Wealth Strategies Inc.17,110$413K0.2%-37.7%0.038% 2/11/2026 Vise Technologies Inc.13,674$330K0.0%N/A0.031% 2/10/2026 Goldman 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% 2/6/2026 Axxcess Wealth Management LLC24,488$592K0.0%N/A0.055% 2/6/2026 HighTower Advisors LLC81,381$1.97M0.0%+7.4%0.183% 2/5/2026 WealthPlan Investment Management LLC17,655$427K0.0%-6.8%0.040% 2/5/2026 Williams & Novak LLC35,300$853K0.6%+2.9%0.079% 2/5/2026 Avantax Planning Partners Inc.14,804$358K0.0%-2.9%0.033% 2/5/2026 Navalign 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% 2/2/2026 Robertson Stephens Wealth Management LLC52,356$1.27M0.0%+119.5%0.116% 1/30/2026 Keybank National Association OH107,379$2.59M0.0%+0.4%0.238% 1/30/2026 Wealthfront Advisers LLC18,435,141$445.39M1.0%-2.5%40.786% 1/29/2026 Atlas Legacy Advisors LLC37,418$904K0.2%+50.6%0.083% 1/29/2026 Mattern Capital Management LLC33,047$798K0.1%+3.5%0.073% 1/28/2026 Omega Financial Group LLC25,777$623K0.2%+2.4%0.057% 1/27/2026 Lodestar 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% 1/23/2026 Assetmark Inc.14,014$339K0.0%N/A0.031% 1/23/2026 SimpliFi Inc.82,932$2.00M0.8%+20.2%0.184% 1/22/2026 Nautilus Advisors LLC20,955$506K0.3%-32.0%0.046% 1/22/2026 Hill 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% 1/21/2026 Impact Investors Inc45,028$1.09M0.8%+3.8%0.100% 1/20/2026 Chatterton & Associates Inc.92,381$2.23M1.9%N/A0.205% 1/20/2026 Savvy Advisors Inc.15,279$369K0.0%-11.9%0.034% 1/20/2026 Stratos 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% 1/1/2026 JPMorgan Chase & Co.232,168$5.55M0.0%+40.2%0.513% 12/2/2025 Allworth Financial LP96,261$2.30M0.0%-28.5%0.212% 11/17/2025 First Foundation Advisors463,832$11.10M0.4%-51.3%1.024% 11/17/2025 Susquehanna International Group LLP26,306$629K0.0%+158.8%0.058% 11/17/2025 Mariner LLC140,559$3.36M0.0%-7.5%0.310% Your $29.97 book is free today (Ad)Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. 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ADV2,238,739$53.55M0.1%+34.3%4.942% 11/17/2025 Integrated Wealth Concepts LLC48,218$1.15M0.0%+24.9%0.106% 11/17/2025 Destination Wealth Management58,868$1.41M0.0%+67.0%0.130% 11/17/2025 Elequin Capital LP8,819$211K0.0%N/A0.019% 11/17/2025 Citadel Advisors LLC110,954$2.65M0.0%+43.1%0.245% 11/17/2025 Bank of America Corp DE985,000$23.56M0.0%+41.0%2.174% 11/17/2025 Ameriprise Financial Inc.70,822$1.69M0.0%-6.1%0.156% 11/14/2025 Creative Planning18,990$454K0.0%+3.4%0.042% 11/14/2025 Raymond James Financial Inc.20,367$487K0.0%+13.8%0.045% 11/14/2025 NorthRock Partners LLC12,026$288K0.0%N/A0.027% PWZ Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of PWZ shares? During the previous two years, 133 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. Which institutional investors have been buying Invesco California AMT-Free Municipal Bond ETF's stock? Of the 119 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), Miracle Mile Advisors LLC ($926.35K), EP Wealth Advisors LLC ($844.56K), Envestnet Asset Management Inc. ($812.26K), and Bank of America Corp DE ($808.33K). How much institutional buying is happening at Invesco California AMT-Free Municipal Bond ETF? Institutional investors have bought a total of 24,229,060 shares in the last 24 months. This purchase volume represents approximately $576.52M in transactions. Which of Invesco California AMT-Free Municipal Bond ETF's major shareholders have been selling company stock? Of the 60 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). How much institutional selling is happening at Invesco California AMT-Free Municipal Bond ETF? Institutional investors have sold a total of 8,290,586 shares in the last 24 months. This volume of shares sold represents approximately $197.62M in transactions. Related Companies PIMCO Short Term Municipal Bond Exchange-Traded Fund Institutional Ownership Capital Group Short Duration Municipal Income ETF Institutional Ownership First Trust Municipal High Income ETF Institutional Ownership iShares New York Muni Bond ETF Institutional Ownership Hartford Municipal Opportunities ETF Institutional Ownership PIMCO Municipal Income Opportunities Active Exchange-Traded Fund Institutional Ownership First Trust Short Duration Managed Municipal ETF Institutional Ownership AB Tax-Aware Intermediate Municipal ETF Institutional Ownership iShares Intermediate Muni Income Active ETF Institutional Ownership JPMorgan Sustainable Municipal Income ETF Institutional Ownership This page (NYSEARCA:PWZ) was last updated on 5/25/2026 by MarketBeat.com Staff. 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