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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -3,646 | -3.7% | 96,135 | $2.36M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +58,069 | — | 58,069 | $1.42M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +9,729 | — | 9,729 | $238.46K | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +539,048 | +18.3% | 3,478,440 | $85.26M | Q2 2026 | Aug 19, 2026 |
| Pure Financial Advisors, Llc | Buy | +13,262 | +4.9% | 284,900 | $6.98M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +2,725 | +11.7% | 25,981 | $636.80K | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +162,383 | +15.4% | 1,215,616 | $29.79M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +60,941 | — | 60,941 | $1.49M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -50,874 | -21.7% | 183,517 | $4.50M | Q2 2026 | Aug 14, 2026 |
| Syon Capital Llc | Buy | +26,637 | +2.2% | 1,231,692 | $30.19M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +20,139 | +100.0% | 40,278 | $987.21K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +15,710 | +110.9% | 29,875 | $732.00K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -13,908 | -16.0% | 72,803 | $1.78M | Q2 2026 | Aug 14, 2026 |
| Fort Point Capital Partners Llc | Buy | +13,051 | — | 13,051 | $319.88K | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +10,783 | — | 10,783 | $264.29K | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +10,116 | +100.0% | 20,232 | $495.89K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -10,048 | -22.2% | 35,204 | $862.85K | Q2 2026 | Aug 14, 2026 |
| Monograph Wealth Advisors, Llc | Buy | +9,240 | — | 9,240 | $226.47K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +3,237 | +2.7% | 123,367 | $3.02M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,820 | +12.3% | 25,693 | $629.76K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +2,649 | +16.9% | 18,294 | $448.00K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +1,743 | +2.5% | 71,630 | $1.76M | Q2 2026 | Aug 14, 2026 |
| Destination Wealth Management | Buy | +1,126 | +3.3% | 34,942 | $856.43K | Q2 2026 | Aug 14, 2026 |
| First Foundation Advisors | Buy | +560 | +0.1% | 379,879 | $9.31M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +348 | — | 348 | $8.53K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +227 | +2.4% | 9,611 | $235.54K | Q2 2026 | Aug 14, 2026 |
| Main Management Llc | Sell | -30 | -0.7% | 4,448 | $109.00 | Q2 2026 | Aug 14, 2026 |
| Ameriflex Group, Inc. | Buy | +20 | +0.9% | 2,144 | $52.54K | Q2 2026 | Aug 14, 2026 |
| Mariner, Llc | Sell | -117,617 | -83.6% | 23,001 | $563.75K | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, Lp | Buy | +50,028 | — | 50,028 | $1.23M | Q2 2026 | Aug 13, 2026 |
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.