INVESCO CALIFORNIA AMT-FREE (PWZ) Institutional Ownership Changes & 13F Activity

INVESCO CALIFORNIA AMT-FREE (PWZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mercer Global Advisors Inc, Bank Of America Corp, Mariner, Llc, Ameriprise Financial Inc, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-3,646-3.7%96,135$2.36MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+58,06958,069$1.42MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+9,7299,729$238.46KQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+539,048+18.3%3,478,440$85.26MQ2 2026Aug 19, 2026
Pure Financial Advisors, LlcBuy+13,262+4.9%284,900$6.98MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+2,725+11.7%25,981$636.80KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+162,383+15.4%1,215,616$29.79MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+60,94160,941$1.49MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-50,874-21.7%183,517$4.50MQ2 2026Aug 14, 2026
Syon Capital LlcBuy+26,637+2.2%1,231,692$30.19MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+20,139+100.0%40,278$987.21KQ2 2026Aug 14, 2026
Betterment LlcBuy+15,710+110.9%29,875$732.00KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-13,908-16.0%72,803$1.78MQ2 2026Aug 14, 2026
Fort Point Capital Partners LlcBuy+13,05113,051$319.88KQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+10,78310,783$264.29KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+10,116+100.0%20,232$495.89KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-10,048-22.2%35,204$862.85KQ2 2026Aug 14, 2026
Monograph Wealth Advisors, LlcBuy+9,2409,240$226.47KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+3,237+2.7%123,367$3.02MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+2,820+12.3%25,693$629.76KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+2,649+16.9%18,294$448.00KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1,743+2.5%71,630$1.76MQ2 2026Aug 14, 2026
Destination Wealth ManagementBuy+1,126+3.3%34,942$856.43KQ2 2026Aug 14, 2026
First Foundation AdvisorsBuy+560+0.1%379,879$9.31MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+348348$8.53KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+227+2.4%9,611$235.54KQ2 2026Aug 14, 2026
Main Management LlcSell-30-0.7%4,448$109.00Q2 2026Aug 14, 2026
Ameriflex Group, Inc.Buy+20+0.9%2,144$52.54KQ2 2026Aug 14, 2026
Mariner, LlcSell-117,617-83.6%23,001$563.75KQ2 2026Aug 13, 2026
Elequin Capital, LpBuy+50,02850,028$1.23MQ2 2026Aug 13, 2026
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Frequently asked questions about PWZ activity

  • Which institutional owners are buying PWZ?

    Institutional owners buying PWZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PWZ activity?

    "Buy" means an investor increased their reported position in PWZ compared to the prior reporting period. This reflects growing exposure to INVESCO CALIFORNIA AMT-FREE (PWZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PWZ increasing?

    Institutional interest in PWZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.