INVESCO NEW YORK AMT-FREE MU (PZT) Institutional Ownership Changes & 13F Activity
INVESCO NEW YORK AMT-FREE MU (PZT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hightower Advisors, Llc, Bank Of America Corp, Guggenheim Capital Llc, Morgan Stanley, and Lpl Financial Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Note Advisors, Llc | Buy | +68,714 | — | 68,714 | $1.52M | Q4 2025 | Feb 18, 2026 |
| Raymond James Financial Inc | Buy | +12,808 | — | 12,808 | $285.80K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +165,721 | — | 165,721 | $3.70M | Q4 2025 | Feb 17, 2026 |
| Guggenheim Capital Llc | Buy | +164,057 | — | 164,057 | $3.66M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +51,345 | — | 51,345 | $1.15M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +47,582 | — | 47,582 | $1.06M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +25,033 | — | 25,033 | $558.59K | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +14,195 | — | 14,195 | $316.74K | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +10,205 | — | 10,205 | $227.71K | Q4 2025 | Feb 17, 2026 |
| Mustico Financial Group, Inc. | Buy | +9,382 | — | 9,382 | $210.63K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +6,000 | — | 6,000 | $134.00K | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +1,500 | — | 1,500 | $33.47K | Q4 2025 | Feb 17, 2026 |
| Morgan Stanley | Buy | +162,123 | — | 162,123 | $3.62M | Q4 2025 | Feb 13, 2026 |
| Flow Traders U.S. Llc | Buy | +55,082 | — | 55,082 | $1.23M | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +36,283 | — | 36,283 | $809.61K | Q4 2025 | Feb 13, 2026 |
| Citigroup Inc | Buy | +16,500 | — | 16,500 | $368.18K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +13,101 | — | 13,101 | $292.34K | Q4 2025 | Feb 13, 2026 |
| Mariner, Llc | Buy | +10,199 | — | 10,199 | $227.58K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +8,328 | — | 8,328 | $185.83K | Q4 2025 | Feb 13, 2026 |
| Jane Street Group, Llc | Buy | +120,992 | — | 120,992 | $2.70M | Q4 2025 | Feb 12, 2026 |
| Commonwealth Equity Services, Llc | Buy | +41,961 | — | 41,961 | $936.31K | Q4 2025 | Feb 12, 2026 |
| Hrt Financial Lp | Buy | +11,266 | — | 11,266 | $251.00K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +160,661 | — | 160,661 | $3.58M | Q4 2025 | Feb 11, 2026 |
| Jpmorgan Chase & Co | Buy | +8,861 | — | 8,861 | $197.73K | Q4 2025 | Feb 11, 2026 |
| Envestnet Asset Management Inc | Buy | +47,472 | — | 47,472 | $1.06M | Q4 2025 | Feb 10, 2026 |
| Goldman Sachs Group Inc | Buy | +20,949 | — | 20,949 | $467.46K | Q4 2025 | Feb 10, 2026 |
| Bank Of New York Mellon Corp | Buy | +9,681 | — | 9,681 | $216.03K | Q4 2025 | Feb 10, 2026 |
| Godfrey Financial Associates, Inc. | Buy | +8,547 | — | 8,547 | $190.72K | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, Llc | Buy | +1,830 | — | 1,830 | $40.84K | Q4 2025 | Feb 10, 2026 |
| Hightower Advisors, Llc | Buy | +328,652 | — | 328,652 | $7.33M | Q4 2025 | Feb 06, 2026 |
Frequently asked questions about PZT activity
Which institutional owners are buying PZT?
Institutional owners buying PZT 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 PZT activity?
"Buy" means an investor increased their reported position in PZT compared to the prior reporting period. This reflects growing exposure to INVESCO NEW YORK AMT-FREE MU (PZT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PZT increasing?
Institutional interest in PZT 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.