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

$24.34 -0.01 (-0.04%)

As of 06/12/2026 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 81
Total Institutional Inflows (last 12 months): $576.52M

Number of Institutional Sellers (last 12 months): 60
Total Institutional 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.

Subscribe Now

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

PWZ Institutional Buying and Selling by Quarter

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

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
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%
Get the Latest News and Ratings for PWZ and Related Stocks Enter 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	$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%
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%
Trump's gold order: the announcement they won't put on the front page (Ad) On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free. Request the free guide in 30 seconds and get positioned now
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%
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%
12/2/2025	Allworth Financial LP	96,261	$2.30M	0.0%	-28.5%	0.212%
11/17/2025	First Foundation Advisors	463,832	$11.10M	0.4%	-51.3%	1.024%
11/17/2025	Susquehanna International Group LLP	26,306	$629K	0.0%	+158.8%	0.058%
11/17/2025	Mariner LLC	140,559	$3.36M	0.0%	-7.5%	0.310%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad) The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions. See the 5 stocks to avoid
11/17/2025	Mercer Global Advisors Inc. ADV	2,238,739	$53.55M	0.1%	+34.3%	4.942%
11/17/2025	Integrated Wealth Concepts LLC	48,218	$1.15M	0.0%	+24.9%	0.106%
11/17/2025	Destination Wealth Management	58,868	$1.41M	0.0%	+67.0%	0.130%
11/17/2025	Elequin Capital LP	8,819	$211K	0.0%	N/A	0.019%
11/17/2025	Citadel Advisors LLC	110,954	$2.65M	0.0%	+43.1%	0.245%
11/17/2025	Bank of America Corp DE	985,000	$23.56M	0.0%	+41.0%	2.174%
11/17/2025	Ameriprise Financial Inc.	70,822	$1.69M	0.0%	-6.1%	0.156%
11/14/2025	Creative Planning	18,990	$454K	0.0%	+3.4%	0.042%
11/14/2025	Raymond James Financial Inc.	20,367	$487K	0.0%	+13.8%	0.045%
11/14/2025	NorthRock Partners LLC	12,026	$288K	0.0%	N/A	0.027%

PWZ Institutional Ownership - Frequently Asked Questions

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.

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).

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.

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).

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

This page (NYSEARCA:PWZ) was last updated on 6/15/2026 by MarketBeat.com Staff.

From Our Partners

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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?

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools