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

$20.69 +0.30 (+1.47%)
Closing price 04:10 PM Eastern
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$20.68 -0.01 (-0.02%)
As of 06:00 PM Eastern
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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)
30
Total
Institutional Inflows
(last 12 months)
$10.07M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$15.02M
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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
10/13/2026Sax Wealth Advisors LLC48,751$1.00M0.0%+12.8%0.780%
9/23/2026Envestnet Asset Management Inc.49,048$1.12M0.0%+3.9%0.779%
9/9/2026Tortoise Investment Management LLC70,547$1.60M0.1%+12.7%1.129%
7/9/2026Sax Wealth Advisors LLC43,231$954K0.0%+3.7%0.703%
7/9/2026Hennion & Walsh Asset Management Inc.353,654$8.04M0.2%+12.4%5.750%
5/19/2026Bank of America Corp DE172,864$3.82M0.0%+4.3%2.980%
5/15/2026Mustico Financial Group Inc.11,158$250K0.2%+18.9%0.192%
5/13/2026Cetera Investment Advisers49,531$1.09M0.0%+4.1%0.854%
5/5/2026Wealthfront Advisers LLC14,680$324K0.0%-20.0%0.253%
5/5/2026Bank of New York Mellon Corp10,359$229K0.0%+7.0%0.179%
4/30/2026Kestra Advisory Services LLC17,694$391K0.0%+35.1%0.305%
2/18/2026Note Advisors LLC68,714$1.52M0.7%+14.3%1.165%
2/18/2026OLD Mission Capital LLC10,205$228K0.0%+10.7%0.173%
2/17/2026Guggenheim Capital LLC164,057$3.66M0.0%+19.0%2.781%
2/17/2026Osaic Holdings Inc.25,033$559K0.0%+12.3%0.424%
2/16/2026MML Investors Services LLC36,283$810K0.0%+8.6%0.615%
2/13/2026Wells Fargo & Company MN8,328$186K0.0%-18.8%0.141%
2/12/2026Jane Street Group LLC120,992$2.70M0.0%+141.6%2.051%
2/12/2026HRT Financial LP11,266$251K0.0%N/A0.191%
2/11/2026LPL Financial LLC160,661$3.59M0.0%+19.9%2.723%
2/10/2026Goldman Sachs Group Inc.20,949$467K0.0%N/A0.355%
2/10/2026Godfrey Financial Associates Inc.8,547$191K0.2%N/A0.145%
2/6/2026Tortoise Investment Management LLC53,592$1.20M0.1%+7.0%0.908%
2/6/2026Flynn Zito Capital Management LLC145,023$3.24M1.2%-16.6%2.458%
2/6/2026HighTower Advisors LLC328,652$7.33M0.0%-46.9%5.570%
2/5/2026Passumpsic Savings Bank34,402$768K0.4%N/A0.583%
2/2/2026Composition Wealth LLC134,464$3M0.0%+5.9%2.279%
1/30/2026American Financial & Tax Strategies Inc.76,773$1.71M0.9%-5.5%1.301%
1/20/2026Stratos Wealth Partners LTD.31,004$692K0.0%+25.8%0.517%
1/16/2026Valicenti Advisory Services Inc.9,220$206K0.0%N/A0.154%
1/14/2026Hennion & Walsh Asset Management Inc.277,144$6.18M0.2%+16.6%4.619%
1/12/2026Sax Wealth Advisors LLC41,676$930K0.0%+23.7%0.695%
1/1/2026JPMorgan Chase & Co.7,977$177K0.0%-32.1%0.130%
11/17/2025Susquehanna International Group LLP21,533$479K0.0%-13.7%0.350%
11/17/2025Note Advisors LLC60,140$1.34M0.8%-1.4%0.978%
11/17/2025Flow Traders U.S. LLC24,555$546K0.0%N/A0.399%
11/17/2025Citadel Advisors LLC12,646$281K0.0%N/A0.206%
11/17/2025Bank of America Corp DE189,019$4.20M0.0%+10.9%3.073%
11/17/2025Ameriprise Financial Inc.14,691$327K0.0%-9.4%0.239%
11/13/2025Tortoise Investment Management LLC50,092$1.11M0.1%-21.8%0.815%
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11/13/2025UBS Group AG32,207$716K0.0%+2.8%0.524%
11/7/2025JPMorgan Chase & Co.7,977$177K0.0%-32.1%0.130%
11/7/2025HighTower Advisors LLC619,333$13.78M0.0%-6.2%10.070%
11/6/2025Stratos Wealth Partners LTD.24,645$548K0.0%+44.8%0.401%
11/6/2025Wealthfront Advisers LLC18,669$415K0.0%+51.4%0.304%
11/5/2025Flagship Harbor Advisors LLC9,900$220K0.0%N/A0.161%
11/5/2025Flynn Zito Capital Management LLC173,920$3.87M1.4%-14.2%2.828%
11/5/2025Envestnet Asset Management Inc.34,308$763K0.0%+11.9%0.558%
10/31/2025PFG Investments LLC11,785$262K0.0%+17.3%0.192%
10/29/2025Root Financial Partners LLC1,830$41K0.0%N/A0.030%
10/22/2025Hennion & Walsh Asset Management Inc.237,610$5.29M0.2%+1.5%3.864%
10/20/2025Miracle Mile Advisors LLC127,027$2.83M0.0%-62.9%2.065%
10/20/2025Sax Wealth Advisors LLC33,704$750K0.0%-6.7%0.548%
10/20/2025American Financial & Tax Strategies Inc.81,209$1.81M0.9%-26.8%1.320%
8/15/2025MML Investors Services LLC29,872$646K0.0%-1.9%0.486%
8/15/2025EP Wealth Advisors LLC70,770$1.53M0.0%-7.3%1.151%
8/15/2025Bank of America Corp DE170,421$3.69M0.0%+1.9%2.771%
8/14/2025Jane Street Group LLC43,703$946K0.0%-9.2%0.711%
8/14/2025Raymond James Financial Inc.20,200$437K0.0%-2.5%0.328%
8/12/2025JPMorgan Chase & Co.11,752$254K0.0%+42.3%0.191%
8/8/2025Tortoise Investment Management LLC64,092$1.39M0.1%-15.8%1.042%
8/8/2025Cetera Investment Advisers36,751$795K0.0%+88.3%0.598%
8/1/2025American Financial & Tax Strategies Inc.110,955$2.40M1.2%-4.3%1.804%
7/31/2025Wealthfront Advisers LLC12,333$267K0.0%N/A0.201%
7/31/2025Ndwm LLC20,161$436K0.3%-31.4%0.328%
7/29/2025Stratos Wealth Partners LTD.17,019$368K0.0%-54.2%0.277%
7/23/2025Sax Wealth Advisors LLC36,114$781K0.0%N/A0.587%
7/21/2025Ameritas Advisory Services LLC1,200$26K0.0%N/A0.020%
7/18/2025PFG Investments LLC10,043$217K0.0%N/A0.163%
5/20/2025Belpointe Asset Management LLC10,504$232K0.0%N/A0.169%
5/19/2025Jane Street Group LLC48,141$1.06M0.0%-13.0%0.776%
5/16/2025Jones Financial Companies Lllp9,554$211K0.0%N/A0.154%
5/15/2025EP Wealth Advisors LLC76,370$1.69M0.0%-17.4%1.232%
5/15/2025Tortoise Investment Management LLC76,088$1.68M0.2%-4.1%1.227%
5/14/2025Note Advisors LLC59,873$1.32M1.1%-6.3%0.966%
5/14/2025Kestra Advisory Services LLC37,578$830K0.0%+21.6%0.606%
5/13/2025Elequin Capital LP86,759$1.92M0.2%N/A1.399%
5/13/2025HighTower Advisors LLC655,429$14.49M0.0%+6.1%10.571%
5/7/2025LPL Financial LLC98,412$2.18M0.0%-16.6%1.587%
5/6/2025American Financial & Tax Strategies Inc.115,933$2.56M1.4%-6.5%1.870%
5/6/2025Flynn Zito Capital Management LLC205,224$4.54M2.1%+15.9%3.310%
4/30/2025Stratos Wealth Partners LTD.37,190$822K0.0%+36.8%0.600%
4/14/2025Miracle Mile Advisors LLC333,186$7.36M0.1%+1.0%5.374%
4/10/2025Hennion & Walsh Asset Management Inc.211,232$4.67M0.2%+40.6%3.407%
4/7/2025GAMMA Investing LLC12,442$2.75M0.0%+1,765.4%0.201%
2/18/2025Note Advisors LLC63,866$1.45M1.3%N/A1.290%
2/17/2025EP Wealth Advisors LLC92,500$2.10M0.0%+8.2%1.869%
2/17/2025Cetera Investment Advisers19,497$443K0.0%+80.0%0.394%
2/17/2025Bank of America Corp DE154,585$3.51M0.0%-9.2%3.123%
2/17/2025Ameriprise Financial Inc.19,241$437K0.0%+24.1%0.389%
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2/14/2025Mercer Global Advisors Inc. ADV20,760$471K0.0%N/A0.419%
2/14/2025Jane Street Group LLC55,322$1.26M0.0%+52.0%1.118%
2/14/2025Gerber Kawasaki Wealth & Investment Management4,990$113K0.0%N/A0.101%
2/13/2025Mariner LLC13,632$309K0.0%-32.2%0.275%
2/13/2025Raymond James Financial Inc.21,700$493K0.0%N/A0.438%
2/13/2025Envestnet Asset Management Inc.30,321$688K0.0%+1.9%0.613%
2/13/2025Wells Fargo & Company MN7,310$166K0.0%-10.1%0.148%
2/12/2025JPMorgan Chase & Co.10,943$248K0.0%+1,434.8%0.221%
2/11/2025LPL Financial LLC118,047$2.68M0.0%+13.8%2.385%
2/10/2025Commonwealth Equity Services LLC42,372$962K0.0%+6.4%0.856%


PZT Institutional Ownership - Frequently Asked Questions

During the previous two years, 51 institutional investors and hedge funds held shares of Invesco New York AMT-Free Municipal Bond ETF. The most heavily invested institutionals were Hennion & Walsh Asset Management Inc. ($8.04M), HighTower Advisors LLC ($7.33M), Bank of America Corp DE ($3.82M), Guggenheim Capital LLC ($3.66M), LPL Financial LLC ($3.59M), Flynn Zito Capital Management LLC ($3.24M), and Composition Wealth LLC ($3M).Learn more on Invesco New York AMT-Free Municipal Bond ETF's institutional investors.

Of the 46 institutional investors that purchased Invesco New York 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: Hennion & Walsh Asset Management Inc. ($226.36K), Jane Street Group LLC ($98.18K), Elequin Capital LP ($86.76K), Note Advisors LLC ($72.44K), HighTower Advisors LLC ($69.62K), Sax Wealth Advisors LLC ($51.16K), and Raymond James Financial Inc. ($43.40K).

Institutional investors have bought a total of 451,224 shares in the last 24 months. This purchase volume represents approximately $10.07M in transactions.

Of the 12 institutional investors that sold Invesco New York 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: HighTower Advisors LLC ($331.55K), Miracle Mile Advisors LLC ($215.77K), Flynn Zito Capital Management LLC ($57.74K), American Financial & Tax Strategies Inc. ($34.18K), Tortoise Investment Management LLC ($14K), JPMorgan Chase & Co. ($7.55K), and Wealthfront Advisers LLC ($3.68K).

Institutional investors have sold a total of 674,578 shares in the last 24 months. This volume of shares sold represents approximately $15.02M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:PZT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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