Who Owns PZT?
Invesco New York AMT-Free Municipal Bond ETF — Institutional Ownership & 13F Holdings
$22.46
+0.02 (+0.09%)
Market Cap
$132.0M
Shares Outstanding
5,708,976
Institutional Holders
39
Total Inst. Value
$56.3M
% of Float Held
—
QoQ Holder Change
+10
Institutional data as of Q1 2025
New Positions
6
Closed Positions
4
Increased
15
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | HighTower Advisors, LLC | $14.5M | 655,429 |
| 2 | Composition Wealth, LLC | $7.4M | 333,186 |
| 3 | Hennion & Walsh Asset Management, Inc. | $4.7M | 211,232 |
| 4 | MORGAN STANLEY | $4.6M | 208,935 |
| 5 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $4.5M | 205,224 |
| 6 | BANK OF AMERICA CORP /DE/ | $3.7M | 167,307 |
| 7 | AMERICAN FINANCIAL & TAX STRATEGIES INCNew | $2.6M | 115,933 |
| 8 | Elequin Capital, LPNew | $1.9M | 86,759 |
| 9 | Tortoise Investment Management, LLC | $1.7M | 76,088 |
| 10 | Note Advisors, LLC | $1.3M | 59,873 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| HighTower Advisors, LLC | +38K | $14.5M |
| Composition Wealth, LLC | +3K | $7.4M |
| Hennion & Walsh Asset Management, Inc. | +61K | $4.7M |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | +28K | $4.5M |
| BANK OF AMERICA CORP /DE/ | +13K | $3.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -20K | $2K |
| EP Wealth Advisors, LLC | -16K | $2K |
| MORGAN STANLEY | -10K | $4.6M |
| JANE STREET GROUP, LLC | -7K | $1.1M |
| CITIGROUP INC | -6K | $209K |
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Frequently Asked Questions
How many institutional investors hold PZT?
As of Q1 2025, 39 institutional investors report holding PZT (Invesco New York AMT-Free Municipal Bond ETF) in their 13F filings.
Which hedge fund owns the most PZT?
The largest institutional holder of PZT is HighTower Advisors, LLC with $14.5M in shares.
Are institutions buying or selling PZT?
This quarter, 6 institutions opened new positions in PZT and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.