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

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$24.63

+0.09 (+0.37%)

(As of 04/17/2024 ET)

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Stock Analysis Chart Dividend Holdings Ownership

Number of Institutional Buyers (last 12 months): 69
Total Institutional Inflows (last 12 months): $276.95M

Number of Institutional Sellers (last 12 months): 31
Total Institutional Outflows (last 12 months): $141.91M

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PWZ Institutional Buying and Selling by Quarter

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Invesco California AMT-Free Municipal Bond ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/17/2024	Hennion & Walsh Asset Management Inc.	11,466	$285K	0.0%	N/A	0.034%
4/15/2024	Wealthcare Advisory Partners LLC	17,668	$439K	0.0%	+16.0%	0.052%
4/13/2024	Affinity Capital Advisors LLC	172,398	$4.29M	1.0%	+1.3%	0.508%
4/12/2024	Dynamic Advisor Solutions LLC	70,000	$1.74M	0.1%	+16.7%	0.206%
4/12/2024	McNaughton Wealth Management LLC	71,735	$1.78M	1.0%	+4.3%	0.211%
4/12/2024	Southland Equity Partners LLC	9,950	$247K	0.1%	N/A	0.029%
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4/11/2024	FOCUS Wealth Advisors LLC	35,039	$871K	0.5%	+77.8%	0.140%
3/19/2024	Warren Street Wealth Advisors LLC	23,871	$596K	0.3%	-9.7%	0.096%
2/28/2024	EP Wealth Advisors LLC	795,605	$19.87M	0.3%	N/A	3.189%
2/15/2024	Mercer Global Advisors Inc. ADV	438,994	$10.97M	0.0%	+124.0%	1.759%
2/15/2024	Dagco Inc.	4,687	$117K	0.1%	N/A	0.019%
2/15/2024	Comerica Bank	4,074	$102K	0.0%	-28.7%	0.016%
2/14/2024	Creative Planning	19,489	$487K	0.0%	-43.1%	0.078%
2/13/2024	Envestnet Asset Management Inc.	441,764	$11.04M	0.0%	+122.7%	1.771%
2/13/2024	Cetera Advisor Networks LLC	20,059	$501K	0.0%	+42.4%	0.080%
2/12/2024	Stifel Financial Corp	14,697	$367K	0.0%	+23.1%	0.059%
2/9/2024	Orion Portfolio Solutions LLC	122,579	$3.07M	0.0%	+10.8%	0.491%
2/9/2024	Avantax Planning Partners Inc.	26,746	$668K	0.0%	+117.6%	0.107%
2/9/2024	US Bancorp DE	5,805	$145K	0.0%	-20.5%	0.023%
2/9/2024	Cambridge Investment Research Advisors Inc.	20,927	$523K	0.0%	-6.2%	0.084%
2/9/2024	Tidemark LLC	1,148	$29K	0.0%	N/A	0.005%
2/9/2024	Journey Strategic Wealth LLC	67,296	$1.68M	0.1%	N/A	0.270%
2/9/2024	Corient Private Wealth LLC	9,729	$243K	0.0%	N/A	0.039%
2/9/2024	Wells Fargo & Company MN	713,770	$17.83M	0.0%	+116.4%	2.861%
2/9/2024	UBS Group AG	81,896	$2.05M	0.0%	+5.2%	0.328%
2/9/2024	Laurel Wealth Planning LLC	10,224	$255K	0.2%	+14.3%	0.041%
2/6/2024	Charles Schwab Investment Advisory Inc.	9,818,357	$245.26M	0.4%	-28.2%	39.352%
2/6/2024	Wealthcare Advisory Partners LLC	15,225	$380K	0.0%	+5.5%	0.061%
2/6/2024	Avidian Wealth Solutions LLC	8,113	$203K	0.0%	N/A	0.033%
1/31/2024	Boyd Wealth Management LLC	15,895	$397K	0.2%	-93.4%	0.064%
1/29/2024	Lodestar Private Asset Management LLC	60,673	$1.52M	0.2%	+27.3%	0.243%
1/26/2024	Cerity Partners LLC	30,112	$752K	0.0%	N/A	0.121%
1/26/2024	Williams & Novak LLC	47,800	$1.19M	1.4%	N/A	0.192%
1/24/2024	Allworth Financial LP	190,965	$4.77M	0.0%	+115.0%	0.765%
1/24/2024	SteelPeak Wealth LLC	86,726	$2.17M	0.1%	-41.4%	0.348%
1/22/2024	Spinnaker Investment Group LLC	13,472	$337K	0.1%	N/A	0.054%
1/22/2024	Miracle Mile Advisors LLC	843,135	$21.06M	0.6%	+18.8%	3.379%
1/18/2024	Global Retirement Partners LLC	17,596	$442K	0.0%	-16.4%	0.071%
1/16/2024	Myecfo LLC	8,400	$210K	0.1%	N/A	0.034%
1/16/2024	Raymond James Financial Services Advisors Inc.	16,872	$421K	0.0%	+12.9%	0.068%
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1/16/2024	Wealthsource Partners LLC	117,259	$2.93M	0.2%	-28.6%	0.470%
1/11/2024	Affinity Capital Advisors LLC	170,226	$4.25M	1.0%	+11.6%	0.682%
1/11/2024	FOCUS Wealth Advisors LLC	19,704	$492K	0.3%	-7.1%	0.079%
1/11/2024	Dynamic Advisor Solutions LLC	59,998	$1.50M	0.1%	+482.8%	0.240%
1/11/2024	Omega Financial Group LLC	34,412	$860K	0.4%	-12.1%	0.138%
1/11/2024	McNaughton Wealth Management LLC	68,755	$1.72M	1.0%	+18.6%	0.276%
1/10/2024	Dfpg Investments LLC	58,520	$1.46M	0.1%	N/A	0.235%
1/8/2024	Pure Financial Advisors LLC	77,222	$1.93M	0.1%	-43.0%	0.310%
12/1/2023	Dimension Capital Management LLC	26,232	$616K	0.1%	N/A	0.105%
11/21/2023	Comerica Bank	5,714	$134K	0.0%	N/A	0.023%
11/16/2023	Creative Planning	34,229	$803K	0.0%	+225.6%	0.137%
11/16/2023	McIlrath & Eck LLC	5,454	$128K	0.0%	N/A	0.022%
11/16/2023	First Foundation Advisors	1,171,080	$27.49M	1.3%	+80.1%	4.694%
11/15/2023	Mercer Global Advisors Inc. ADV	195,982	$4.60M	0.0%	N/A	0.785%
11/15/2023	Royal Bank of Canada	13,267	$311K	0.0%	-10.3%	0.053%
11/15/2023	JPMorgan Chase & Co.	542,352	$12.73M	0.0%	+20,304.5%	2.174%
11/15/2023	Ameriprise Financial Inc.	193,909	$4.55M	0.0%	+2.0%	0.777%
11/13/2023	Stifel Financial Corp	11,939	$280K	0.0%	N/A	0.048%
11/13/2023	Mariner LLC	265,918	$6.24M	0.0%	+3.5%	1.066%
11/13/2023	LPL Financial LLC	293,783	$6.90M	0.0%	+31.6%	1.177%
11/13/2023	FMR LLC	375,669	$8.82M	0.0%	+7.9%	1.506%
11/13/2023	Envestnet Asset Management Inc.	198,382	$4.66M	0.0%	+1,047.1%	0.795%
11/13/2023	Wealthsource Partners LLC	164,167	$3.85M	0.3%	+83.9%	0.658%
11/9/2023	UBS Group AG	77,872	$1.83M	0.0%	-22.7%	0.312%
11/8/2023	HighTower Advisors LLC	30,085	$703K	0.0%	N/A	0.121%
11/8/2023	Charles Schwab Investment Advisory Inc.	13,682,286	$321.12M	0.5%	+51.4%	54.839%
11/8/2023	Mattern Capital Management LLC	24,026	$564K	0.1%	+19.7%	0.096%
11/8/2023	NewEdge Wealth LLC	28,785	$676K	0.0%	N/A	0.115%
11/8/2023	Avantax Advisory Services Inc.	16,483	$387K	0.0%	-33.6%	0.066%
11/8/2023	Keybank National Association OH	62,874	$1.48M	0.0%	-14.5%	0.252%
11/3/2023	SteelPeak Wealth LLC	147,918	$3.47M	0.2%	-9.9%	0.593%
11/1/2023	Orion Portfolio Solutions LLC	110,670	$2.60M	0.0%	-45.3%	0.444%
10/31/2023	Allworth Financial LP	88,822	$2.09M	0.0%	+14.5%	0.356%
10/31/2023	Lodestar Private Asset Management LLC	47,680	$1.12M	0.2%	+7.0%	0.191%
10/27/2023	Brio Consultants LLC	8,928	$210K	0.0%	-24.3%	0.036%
10/25/2023	Boyd Wealth Management LLC	242,613	$5.69M	3.8%	+9.6%	0.972%
10/25/2023	Miracle Mile Advisors LLC	709,902	$16.66M	0.5%	+3,577.9%	2.845%
10/24/2023	Bank of New York Mellon Corp	58,744	$1.38M	0.0%	N/A	0.235%
10/24/2023	Cambridge Investment Research Advisors Inc.	22,299	$523K	0.0%	+9.5%	0.089%
10/19/2023	Warren Street Wealth Advisors LLC	26,449	$621K	0.4%	N/A	0.106%
10/13/2023	Global Retirement Partners LLC	21,050	$486K	0.0%	+11.5%	0.084%
10/12/2023	Wealthcare Advisory Partners LLC	14,426	$339K	0.0%	+62.6%	0.058%
10/11/2023	SimpliFi Inc.	64,991	$1.53M	0.8%	+0.7%	0.260%
10/11/2023	Dynamic Advisor Solutions LLC	10,295	$242K	0.0%	N/A	0.041%
10/11/2023	Affinity Capital Advisors LLC	152,530	$3.58M	1.0%	+179.3%	0.611%
10/10/2023	Pure Financial Advisors LLC	135,467	$3.18M	0.1%	+78.9%	0.543%
10/5/2023	McNaughton Wealth Management LLC	57,981	$1.36M	0.9%	-2.6%	0.232%
8/21/2023	Osaic Holdings Inc.	61,554	$1.52M	0.0%	-11.6%	0.247%
8/17/2023	Orion Portfolio Solutions LLC	202,431	$4.99M	0.1%	+123.8%	0.811%
8/15/2023	Wells Fargo & Company MN	543,310	$13.39M	0.0%	-3.2%	2.178%
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8/15/2023	Wealthsource Partners LLC	89,293	$2.20M	0.1%	+1.5%	0.358%
8/14/2023	Orion Portfolio Solutions LLC	83,964	$7.81M	0.1%	-7.2%	0.337%
8/14/2023	First Foundation Advisors	650,204	$16.02M	0.7%	+6,180.3%	2.606%
8/14/2023	Cerity Partners LLC	24,752	$610K	0.0%	+106.6%	0.099%
8/11/2023	Ameritas Investment Partners Inc.	10,856	$267K	0.0%	+40.9%	0.044%
8/11/2023	JPMorgan Chase & Co.	2,658	$65K	0.0%	N/A	0.011%
8/10/2023	Osaic Holdings Inc.	61,554	$1.52M	0.0%	-11.6%	0.247%
8/10/2023	Commonwealth Equity Services LLC	12,092	$298K	0.0%	-46.1%	0.048%
8/10/2023	Charles Schwab Investment Advisory Inc.	9,034,590	$222.61M	0.3%	-0.6%	36.211%
8/9/2023	Flow Traders U.S. LLC	87,052	$2.15M	0.1%	N/A	0.349%

(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, 112 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. ($245.26M), First Foundation Advisors ($27.49M), Miracle Mile Advisors LLC ($21.06M), EP Wealth Advisors LLC ($19.87M), Wells Fargo & Company MN ($17.83M), Bank of America Corp DE ($12.86M), and JPMorgan Chase & Co. ($12.73M).Learn more on PWZ's institutional investors.
Which institutional investors have been buying Invesco California AMT-Free Municipal Bond ETF stock?: Of the 102 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. ($8.64M), Jane Street Group LLC ($2.38M), First Foundation Advisors ($1.16M), EP Wealth Advisors LLC ($942.00K), Brio Consultants LLC ($925.20K), Miracle Mile Advisors LLC ($852.31K), and Wells Fargo & Company MN ($780.29K).
How much institutional buying is happening at Invesco California AMT-Free Municipal Bond ETF?: Institutional investors have bought a total of 21,895,590 shares in the last 24 months. This purchase volume represents approximately $534.32M in transactions.

Which Invesco California AMT-Free Municipal Bond ETF major shareholders have been selling company stock?: Of the 51 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 Advisory Inc. ($6.52M), Jane Street Group LLC ($1.06M), Brio Consultants LLC ($928.79K), Wells Fargo & Company MN ($321.40K), Gerber Kawasaki Wealth & Investment Management ($281.48K), FMR LLC ($273.98K), and Allworth Financial LP ($241.13K).
How much institutional selling is happening at Invesco California AMT-Free Municipal Bond ETF?: Institutional investors have sold a total of 10,990,526 shares in the last 24 months. This volume of shares sold represents approximately $269.39M in transactions.

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This page (NYSEARCA:PWZ) was last updated on 4/17/2024 by MarketBeat.com Staff

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

PWZ Institutional Buying and Selling by Quarter

Invesco California AMT-Free Municipal Bond ETF Major Shareholders & Ownership History

PWZ Institutional Ownership - Frequently Asked Questions

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

Institutional Ownership Changes (13F Filings) for Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ)

PWZ Institutional Buying and Selling by Quarter

Invesco California AMT-Free Municipal Bond ETF Major Shareholders & Ownership History

PWZ Institutional Ownership - Frequently Asked Questions