PWZ · Invesco California AMT-Free Municipal Bond ETF ETF
$23.47
+0.07 (+0.30%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $1,661,728
Total Shares: 67,798
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
85.7%
+33.9 pts
Top 5
100.0%
+26.5 pts
Top 10
100.0%
+15.0 pts
HHI
7,542
Highly concentrated+4,691
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
0
Decreased
0
Sold Out
127
Unchanged
0
Holder count:
-125
Institutional value:
-99.8%
Shares held:
-99.8%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 58,069 | $1,423,271 | |
| Large Corient Private Wealth LLC | 9,729 | $238,457 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large Wealthfront Advisers LLC | 17,410,759 | $415,594,817 | |
| Large MERCER GLOBAL ADVISORS INC /ADV | 2,939,392 | $70,163,287 | |
| Mid Gerber Kawasaki Wealth & Investment Management | 1,912,976 | $45,662,737 | |
| Mid Composition Wealth, LLC | 1,238,514 | $29,563,329 | |
| Mid SYON CAPITAL LLC | 1,205,055 | $28,764,662 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC PWZ | $1,423,271 | 85.65% | 58,069 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC PWZ | $238,457 | 14.35% | 9,729 | Shares | 2026-08-27 |