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

$23.40 -0.05 (-0.21%)

As of 09/3/2026 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 80
Total Institutional Inflows (last 12 months): $439.60M

Number of Institutional Sellers (last 12 months): 50
Total Institutional Outflows (last 12 months): $158.64M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/2/2026	Citadel Advisors LLC	58,069	$1.42M	0.0%	N/A	0.120%
8/27/2026	Corient Private Wealth LP	16,689	$409K	0.0%	N/A	0.035%
8/23/2026	Readystate Asset Management LP	22,959	$288K	0.0%	N/A	0.048%
8/22/2026	Syon Capital LLC	1,231,692	$30.19M	1.3%	+2.2%	2.555%
8/22/2026	TD Waterhouse Canada Inc.	2,905	$71K	0.0%	N/A	0.006%
8/22/2026	United Community Bank	1,275	$31K	0.0%	N/A	0.003%
8/22/2026	Concurrent Investment Advisors LLC	14,544	$356K	0.0%	+39.8%	0.030%
8/21/2026	Greenspring Advisors LLC	4,234	$104K	0.0%	N/A	0.009%
8/20/2026	Nwam LLC	4,073	$100K	0.0%	N/A	0.008%
8/20/2026	Rothschild Capital Partners LLC	5,213	$128K	0.0%	N/A	0.011%
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8/20/2026	Northwestern Mutual Wealth Management Co.	296,330	$3.71M	0.0%	+2.2%	0.615%
7/9/2026	Affinity Capital Advisors LLC	123,281	$3.03M	0.4%	+195.9%	0.259%
7/8/2026	Elmwood Wealth Management Inc.	141,077	$3.46M	0.9%	-0.6%	0.296%
7/7/2026	McNaughton Wealth Management LLC	63,304	$1.55M	0.6%	-9.4%	0.133%
5/19/2026	Bank of America Corp DE	1,053,233	$25.14M	0.0%	+10.1%	2.335%
5/18/2026	Royal Bank of Canada	15,645	$373K	0.0%	+4.2%	0.035%
5/16/2026	Quantinno Capital Management LP	35,059	$837K	0.0%	-7.6%	0.078%
5/15/2026	Gateway Wealth Partners LLC	10,000	$239K	0.0%	N/A	0.022%
5/14/2026	Compound Planning Inc.	69,690	$1.66M	0.1%	+15.1%	0.155%
5/13/2026	Cetera Investment Advisers	37,336	$891K	0.0%	-3.9%	0.083%
5/13/2026	Dynamic Wealth Strategies LLC	4,849	$116K	0.1%	-15.5%	0.011%
5/6/2026	SteelPeak Wealth LLC	85,605	$2.04M	0.1%	-1.5%	0.190%
5/5/2026	Wealthfront Advisers LLC	17,410,759	$415.60M	0.9%	-5.6%	38.605%
5/5/2026	Navigation Group LLC	77,030	$1.84M	0.4%	N/A	0.171%
5/5/2026	Avantax Planning Partners Inc.	25,503	$609K	0.0%	+72.3%	0.057%
5/4/2026	Mattern Capital Management LLC	30,983	$740K	0.1%	-6.2%	0.069%
4/27/2026	Lodestar Private Asset Management LLC	77,924	$1.86M	0.2%	+12.3%	0.174%
4/25/2026	Keybank National Association OH	122,985	$2.94M	0.0%	+14.5%	0.275%
4/24/2026	Root Financial Partners LLC	4,443	$106K	0.0%	-56.6%	0.010%
4/20/2026	Chatterton & Associates Inc.	132,412	$3.21M	2.3%	+43.3%	0.297%
4/18/2026	Nautilus Advisors LLC	19,940	$476K	0.3%	-4.8%	0.045%
3/4/2026	Pure Financial Advisors LLC	292,533	$7.07M	0.1%	+0.6%	0.657%
2/19/2026	Axxcess Wealth Management LLC	24,488	$592K	0.0%	N/A	0.055%
2/18/2026	Ameriflex Group Inc.	2,103	$51K	0.0%	-29.9%	0.005%
2/18/2026	Mercer Global Advisors Inc. ADV	2,795,200	$67.53M	0.1%	+24.9%	6.274%
2/18/2026	EP Wealth Advisors LLC	737,566	$17.82M	0.1%	N/A	1.656%
2/18/2026	Align Financial LLC	71,030	$1.72M	0.0%	N/A	0.159%
2/17/2026	Guggenheim Capital LLC	654,313	$15.81M	0.1%	+46.5%	1.469%
2/17/2026	Osaic Holdings Inc.	27,335	$660K	0.0%	-62.5%	0.061%
2/17/2026	Royal Bank of Canada	15,010	$363K	0.0%	+3.0%	0.034%
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2/16/2026	MML Investors Services LLC	20,640	$499K	0.0%	N/A	0.046%
2/16/2026	Mariner LLC	164,048	$3.96M	0.0%	+16.7%	0.368%
2/16/2026	FF Advisors LLC	25,990	$628K	0.3%	N/A	0.058%
2/16/2026	Destination Wealth Management	30,116	$728K	0.0%	-48.8%	0.068%
2/13/2026	C M Bidwell & Associates Ltd.	30,504	$737K	0.3%	+19.3%	0.068%
2/13/2026	Integrated Wealth Concepts LLC	37,808	$913K	0.0%	-21.6%	0.085%
2/13/2026	Wells Fargo & Company MN	219,493	$5.30M	0.0%	-9.0%	0.493%
2/13/2026	Gerber Kawasaki Wealth & Investment Management	1,749,867	$42.28M	1.5%	+1.0%	3.928%
2/12/2026	Rossby Financial LCC	9,893	$239K	0.1%	N/A	0.022%
2/12/2026	Jane Street Group LLC	224,813	$5.43M	0.0%	-32.1%	0.505%
2/12/2026	HRT Financial LP	8,750	$211K	0.0%	-23.6%	0.020%
2/12/2026	Orion Porfolio Solutions LLC	20,232	$489K	0.0%	-71.0%	0.045%
2/12/2026	Commonwealth Equity Services LLC	56,788	$1.37M	0.0%	-4.4%	0.127%
2/12/2026	StoneX Group Inc.	71,743	$1.73M	0.1%	N/A	0.161%
2/11/2026	Cerity Partners LLC	37,527	$907K	0.0%	-10.2%	0.084%
2/11/2026	LPL Financial LLC	597,009	$14.42M	0.0%	+1.1%	1.340%
2/11/2026	JPMorgan Chase & Co.	228,973	$5.53M	0.0%	-1.4%	0.514%
2/11/2026	Syon Capital LLC	1,288,795	$31.14M	1.6%	-0.6%	2.893%
2/11/2026	Greykasell Wealth Strategies Inc.	17,110	$413K	0.2%	-37.7%	0.038%
2/11/2026	Vise Technologies Inc.	13,674	$330K	0.0%	N/A	0.031%
2/10/2026	Goldman Sachs Group Inc.	45,193	$1.09M	0.0%	-90.2%	0.101%
2/9/2026	Prospera Financial Services Inc	41,555	$1.00M	0.0%	-5.3%	0.093%
2/6/2026	Axxcess Wealth Management LLC	24,488	$592K	0.0%	N/A	0.055%
2/6/2026	HighTower Advisors LLC	81,381	$1.97M	0.0%	+7.4%	0.183%
2/5/2026	WealthPlan Investment Management LLC	17,655	$427K	0.0%	-6.8%	0.040%
2/5/2026	Williams & Novak LLC	35,300	$853K	0.6%	+2.9%	0.079%
2/5/2026	Avantax Planning Partners Inc.	14,804	$358K	0.0%	-2.9%	0.033%
2/5/2026	Navalign LLC	1,110	$27K	0.0%	N/A	0.002%
2/4/2026	Dynamic Wealth Strategies LLC	5,741	$139K	0.1%	-18.0%	0.013%
2/3/2026	Climber Capital SA	16,395	$396K	0.2%	N/A	0.036%
2/3/2026	Eclectic Associates Inc. ADV	8,381	$202K	0.0%	N/A	0.019%
2/2/2026	Composition Wealth LLC	1,195,177	$28.88M	0.4%	-12.9%	2.638%
2/2/2026	Robertson Stephens Wealth Management LLC	52,356	$1.27M	0.0%	+119.5%	0.116%
1/30/2026	Keybank National Association OH	107,379	$2.59M	0.0%	+0.4%	0.238%
1/30/2026	Wealthfront Advisers LLC	18,435,141	$445.39M	1.0%	-2.5%	40.786%
1/29/2026	Atlas Legacy Advisors LLC	37,418	$904K	0.2%	+50.6%	0.083%
1/29/2026	Mattern Capital Management LLC	33,047	$798K	0.1%	+3.5%	0.073%
1/28/2026	Omega Financial Group LLC	25,777	$623K	0.2%	+2.4%	0.057%
1/27/2026	Lodestar Private Asset Management LLC	69,375	$1.68M	0.2%	+8.1%	0.154%
1/27/2026	TME Financial Inc.	11,147	$269K	0.2%	+18.0%	0.025%
1/23/2026	Farther Finance Advisors LLC	77,883	$1.88M	0.0%	+861.5%	0.172%
1/23/2026	Assetmark Inc.	14,014	$339K	0.0%	N/A	0.031%
1/23/2026	SimpliFi Inc.	82,932	$2.00M	0.8%	+20.2%	0.184%
1/22/2026	Nautilus Advisors LLC	20,955	$506K	0.3%	-32.0%	0.046%
1/22/2026	Hill Island Financial LLC	20,039	$484K	0.1%	N/A	0.044%
1/21/2026	Apella Capital LLC	14,879	$359K	0.0%	N/A	0.033%
1/21/2026	Blue Zone Wealth Advisors LLC	9,459	$229K	0.0%	N/A	0.021%
1/21/2026	Impact Investors Inc	45,028	$1.09M	0.8%	+3.8%	0.100%
1/20/2026	Chatterton & Associates Inc.	92,381	$2.23M	1.9%	N/A	0.205%
1/20/2026	Savvy Advisors Inc.	15,279	$369K	0.0%	-11.9%	0.034%
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1/20/2026	Stratos Wealth Partners LTD.	1,317,528	$31.83M	0.4%	+1.1%	2.918%
1/20/2026	SteelPeak Wealth LLC	86,874	$2.10M	0.1%	-6.4%	0.192%
1/14/2026	Hennion & Walsh Asset Management Inc.	99,712	$2.41M	0.1%	+28.6%	0.220%
1/12/2026	McNaughton Wealth Management LLC	75,860	$1.83M	0.8%	-4.1%	0.167%
1/9/2026	FOCUS Wealth Advisors LLC	44,460	$1.07M	0.5%	+5.0%	0.098%
1/8/2026	Elmwood Wealth Management Inc.	128,675	$3.11M	1.0%	+3.5%	0.284%
1/8/2026	Wedmont Private Capital	20,689	$502K	0.0%	N/A	0.046%
1/7/2026	Private Client Services LLC	8,488	$205K	0.1%	-4.6%	0.019%
1/5/2026	GAMMA Investing LLC	9,642	$233K	0.0%	+33.4%	0.021%
1/1/2026	JPMorgan Chase & Co.	232,168	$5.55M	0.0%	+40.2%	0.513%

PWZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 137 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 ($30.19M), and Composition Wealth LLC ($28.88M).Learn more on Invesco California AMT-Free Municipal Bond ETF's institutional investors.

Of the 124 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 ($1.12M), EP Wealth Advisors LLC ($844.56K), Bank of America Corp DE ($808.33K), Gerber Kawasaki Wealth & Investment Management ($676.83K), and Envestnet Asset Management Inc. ($618.11K).

Institutional investors have bought a total of 18,350,865 shares in the last 24 months. This purchase volume represents approximately $439.60M in transactions.

Of the 50 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), Goldman Sachs Group Inc. ($417.49K), and Composition Wealth LLC ($177.07K).

Institutional investors have sold a total of 6,620,150 shares in the last 24 months. This volume of shares sold represents approximately $158.64M in transactions.

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Institutional ownership data for NYSEARCA:PWZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.

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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

Who are the largest shareholders of PWZ shares?

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

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

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

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

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