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Invesco New York AMT-Free Municipal Bond ETF (PZT) Institutional Ownership

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$22.55
-0.11 (-0.49%)
(As of 04/25/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco New York AMT-Free Municipal Bond ETF (NYSEARCA:PZT)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$7.16M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.50M
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PZT Institutional Buying and Selling by Quarter

Invesco New York 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
4/19/2024 Ndwm LLC29,390$677K0.6%+2.9%0.708%
4/18/2024 Miracle Mile Advisors LLC67,107$1.55M0.0%+22.6%1.617%
4/17/2024 Hennion & Walsh Asset Management Inc.58,387$1.35M0.1%+173.1%1.407%
2/29/2024Tortoise Investment Management LLC83,365$1.93M0.3%-17.4%2.084%
2/28/2024EP Wealth Advisors LLC85,500$1.98M0.0%N/A2.138%
2/12/2024 Ndwm LLC28,571$661K0.6%N/A0.714%
2/8/2024Tortoise Investment Management LLC84,020$1.92M0.2%-16.8%2.101%
2/2/2024Atria Wealth Solutions Inc.11,177$258K0.0%-47.2%0.279%
1/31/2024Flynn Zito Capital Management LLC174,985$4.05M2.7%-0.3%4.375%
1/24/2024 Stratos Wealth Partners LTD.11,737$271K0.0%N/A0.293%
1/22/2024 Miracle Mile Advisors LLC54,745$1.27M0.0%+13.7%1.369%
12/6/2023Citigroup Inc.27,193$578K0.0%-9.7%0.680%
11/9/2023Citigroup Inc.27,193$578K0.0%-9.7%0.680%
11/7/2023Flynn Zito Capital Management LLC175,474$3.73M2.6%+2.3%4.387%
10/25/2023 Miracle Mile Advisors LLC48,153$1.02M0.0%N/A1.204%
10/24/2023Bank of New York Mellon Corp11,686$248K0.0%+9.1%0.292%
8/9/2023Flow Traders U.S. LLC17,951$408K0.0%+49.8%0.449%
8/7/2023Tortoise Investment Management LLC104,689$2.38M0.4%-7.2%2.617%
8/3/2023Atria Wealth Solutions Inc.21,485$489K0.0%+6.6%0.537%
8/3/2023 CWM LLC4,390$100K0.0%N/A0.110%
8/3/2023Flynn Zito Capital Management LLC171,473$3.90M2.6%-0.9%4.287%
8/2/2023Bank of Montreal Can22,722$519K0.0%N/A0.568%
7/31/2023LPL Financial LLC81,678$1.86M0.0%+29.9%2.042%
7/28/2023 Brooklyn FI LLC9,803$223K0.1%N/A0.245%
5/9/2023Tortoise Investment Management LLC112,844$2.57M0.4%-4.3%2.821%
5/3/2023Flynn Zito Capital Management LLC173,054$3.94M2.9%+9.9%4.326%
4/28/2023Ameritas Advisory Services LLC1,200$27K0.0%N/A0.030%
4/20/2023 Valicenti Advisory Services Inc.16,610$378K0.1%N/A0.415%
3/6/2023OLD Mission Capital LLC1,625$36K0.0%N/A0.041%
2/15/2023Asset Management Group Inc.47,285$1.05M0.2%-12.5%1.182%
2/13/2023Atria Wealth Solutions Inc.20,157$446K0.0%+5.2%0.504%
2/10/2023Moors & Cabot Inc.9,845$218K0.0%N/A0.246%
2/7/2023Commonwealth Equity Services LLC25,805$571K0.0%+7.5%0.645%
2/7/2023LPL Financial LLC61,588$1.36M0.0%-3.8%1.540%
2/7/2023Envestnet Asset Management Inc.31,673$701K0.0%N/A0.792%
2/6/2023Brinker Capital Investments LLC9,126$202K0.0%N/A0.228%
2/3/2023Tortoise Investment Management LLC117,875$2.61M0.5%-13.3%2.947%
2/3/2023Kades & Cheifetz LLC15,483$343K0.3%N/A0.387%
1/30/2023Flynn Zito Capital Management LLC157,410$3.48M2.9%-10.8%3.935%
1/18/2023 Mcdonald Partners LLC16,250$360K0.1%+18.2%0.406%
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11/8/2022 Atlas Capital Advisors LLC6,118$130K0.0%N/A0.132%
11/4/2022Tortoise Investment Management LLC135,967$2.90M0.6%-7.6%2.924%
10/24/2022 Miracle Mile Advisors LLC478,071$10.20M0.5%+1.6%10.281%
10/19/2022Flynn Zito Capital Management LLC176,556$3.77M3.7%N/A3.797%
10/18/2022 Valicenti Advisory Services Inc.17,935$383K0.1%+6.1%0.386%
10/17/2022 Cambridge Investment Research Advisors Inc.10,507$224K0.0%-8.7%0.226%
8/13/2022Flow Traders U.S. LLC11,371$256K0.0%N/A0.230%
8/11/2022 Herbst Group LLC9,500$216K0.2%+7.5%0.192%
8/5/2022OLD Mission Capital LLC28,019$631K0.0%N/A0.566%
8/3/2022Tortoise Investment Management LLC147,201$3.32M0.7%+32.5%2.974%
7/22/2022BlackDiamond Wealth Management Inc.29,893$683K0.9%N/A0.604%
7/19/2022Commonwealth Equity Services LLC21,735$489K0.0%+33.6%0.439%
7/15/2022 Miracle Mile Advisors LLC470,383$10.60M0.5%N/A9.503%
5/6/2022Tortoise Investment Management LLC111,056$2.65M0.5%+66.3%2.496%
5/4/2022Commonwealth Equity Services LLC16,274$388K0.0%+6.8%0.366%
4/29/2022 McDonald Partners LLC13,750$328K0.1%N/A0.309%
2/10/2022Citigroup Inc.42,254$1.10M0.0%+5.1%0.929%
2/10/2022Tortoise Investment Management LLC66,766$1.74M0.3%+10.4%1.467%
2/8/2022BlackDiamond Wealth Management Inc.18,190$475K0.5%N/A0.400%
2/8/2022Bank of America Corp DE216,505$5.65M0.0%+6.2%4.758%
2/4/2022St. James Investment Advisors LLC1,730$45K0.0%N/A0.038%
2/3/2022 Cambridge Investment Research Advisors Inc.18,781$490K0.0%+38.4%0.413%
2/3/2022Advisor Group Holdings Inc.32,356$844K0.0%-4.8%0.711%
1/31/2022Commonwealth Equity Services LLC15,234$397K0.0%+22.8%0.335%
1/21/2022 Valicenti Advisory Services Inc.16,525$431K0.1%+13.2%0.363%
11/16/2021Cetera Advisor Networks LLC20,795$541K0.0%+141.7%0.462%
11/15/2021Asset Management Group Inc.93,467$2.43M0.5%-14.3%2.077%
11/10/2021Citigroup Inc.40,188$1.05M0.0%+26.9%0.893%
11/5/2021Advisor Group Holdings Inc.34,002$884K0.0%-1.2%0.756%
11/4/2021Tortoise Investment Management LLC60,466$1.57M0.3%+19.2%1.344%
11/2/2021Sierra Capital LLC2,648$69K0.0%N/A0.059%
11/2/2021 Cambridge Investment Research Advisors Inc.13,573$353K0.0%-16.2%0.302%
10/29/2021Commonwealth Equity Services LLC12,406$322K0.0%+16.7%0.276%
10/21/2021 Valicenti Advisory Services Inc.14,600$380K0.1%N/A0.324%
8/16/2021Bank of America Corp DE196,618$5.18M0.0%+8.1%4.274%
8/16/2021Asset Management Group Inc.109,011$2.87M0.6%+0.6%2.370%
8/13/2021LPL Financial LLC28,741$757K0.0%+6.8%0.625%
8/11/2021Commonwealth Equity Services LLC10,627$280K0.0%+11.7%0.231%
8/11/2021Equitable Holdings Inc.55,910$1.47M0.0%+10.2%1.215%
8/10/2021 Cambridge Investment Research Advisors Inc.16,191$427K0.0%N/A0.352%
8/5/2021Rockbridge Investment Management LCC6,929$183K0.0%+12.4%0.151%
8/2/2021Advisor Group Holdings Inc.34,415$907K0.0%-14.1%0.748%
8/1/2021Tortoise Investment Management LLC50,716$1.34M0.3%-5.6%1.103%
7/31/2021IFP Advisors Inc1,506$40K0.0%N/A0.033%
5/20/2021Rockbridge Investment Management LCC6,165$159K0.0%+44.5%0.140%
5/18/2021Citadel Advisors LLC46,413$1.19M0.0%N/A1.055%
5/18/2021Jane Street Group LLC117,106$3.01M0.0%-1.0%2.662%
5/17/2021Ameriprise Financial Inc.69,920$1.80M0.0%+49.5%1.589%
5/17/2021Asset Management Group Inc.108,374$2.79M0.6%+421.9%2.463%
5/13/2021Citigroup Inc.31,308$805K0.0%+20.1%0.712%
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5/12/2021UBS Group AG28,081$723K0.0%+29.3%0.638%
3/26/2021Susquehanna International Group LLP21,202$554K0.0%N/A0.482%
2/17/2021Jane Street Group LLC118,300$3.09M0.0%+10.4%2.751%
2/17/2021Cetera Advisor Networks LLC7,900$207K0.0%N/A0.184%
2/16/2021 Mcdonald Partners LLC13,750$359K0.1%N/A0.320%
2/12/2021LPL Financial LLC25,792$674K0.0%+9.9%0.600%
2/11/2021Citigroup Inc.26,078$682K0.0%+1.9%0.606%
2/9/2021Wells Fargo & Company MN53,317$1.39M0.0%+1.9%1.240%
2/9/2021Equitable Holdings Inc.39,522$1.03M0.0%+30.0%0.919%
1/20/2021Kestra Advisory Services LLC8,809$231K0.0%N/A0.210%
(Data available from 1/1/2016 forward)

PZT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PZT shares?

During the previous two years, 29 institutional investors and hedge funds held shares of Invesco New York AMT-Free Municipal Bond ETF. The most heavily invested institutionals were Flynn Zito Capital Management LLC ($4.05M), EP Wealth Advisors LLC ($1.98M), Tortoise Investment Management LLC ($1.93M), LPL Financial LLC ($1.86M), Miracle Mile Advisors LLC ($1.55M), Hennion & Walsh Asset Management Inc. ($1.35M), and Asset Management Group Inc. ($1.05M).Learn more on PZT's institutional investors.

Which institutional investors have been buying Invesco New York AMT-Free Municipal Bond ETF stock?

Of the 26 institutional investors that purchased Invesco New York AMT-Free Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Miracle Mile Advisors LLC ($545.18K), Flynn Zito Capital Management LLC ($196.20K), EP Wealth Advisors LLC ($85.50K), Tortoise Investment Management LLC ($80.44K), Hennion & Walsh Asset Management Inc. ($37.01K), Envestnet Asset Management Inc. ($31.67K), and BlackDiamond Wealth Management Inc. ($29.89K).

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

Institutional investors have bought a total of 1,237,654 shares in the last 24 months. This purchase volume represents approximately $27.76M in transactions.

Which Invesco New York AMT-Free Municipal Bond ETF major shareholders have been selling company stock?

The following institutional investors have sold Invesco New York AMT-Free Municipal Bond ETF stock in the last 24 months: Tortoise Investment Management LLC ($77.10K), Flynn Zito Capital Management LLC ($21.22K), Atria Wealth Solutions Inc. ($10.00K), Asset Management Group Inc. ($6.78K), Citigroup Inc. ($5.82K), LPL Financial LLC ($2.47K), and Cambridge Investment Research Advisors Inc. ($1K).

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

Institutional investors have sold a total of 124,379 shares in the last 24 months. This volume of shares sold represents approximately $2.79M in transactions.


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This page (NYSEARCA:PZT) was last updated on 4/26/2024 by MarketBeat.com Staff

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