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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Note Advisors, LlcBuy+68,714—68,714$1.52MQ4 2025Feb 18, 2026
Raymond James Financial IncBuy+12,808—12,808$285.80KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+165,721—165,721$3.70MQ4 2025Feb 17, 2026
Guggenheim Capital LlcBuy+164,057—164,057$3.66MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+51,345—51,345$1.15MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+47,582—47,582$1.06MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+25,033—25,033$558.59KQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+14,195—14,195$316.74KQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+10,205—10,205$227.71KQ4 2025Feb 17, 2026
Mustico Financial Group, Inc.Buy+9,382—9,382$210.63KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+6,000—6,000$134.00KQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+1,500—1,500$33.47KQ4 2025Feb 17, 2026
Morgan StanleyBuy+162,123—162,123$3.62MQ4 2025Feb 13, 2026
Flow Traders U.S. LlcBuy+55,082—55,082$1.23MQ4 2025Feb 13, 2026
Mml Investors Services, LlcBuy+36,283—36,283$809.61KQ4 2025Feb 13, 2026
Citigroup IncBuy+16,500—16,500$368.18KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+13,101—13,101$292.34KQ4 2025Feb 13, 2026
Mariner, LlcBuy+10,199—10,199$227.58KQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+8,328—8,328$185.83KQ4 2025Feb 13, 2026
Jane Street Group, LlcBuy+120,992—120,992$2.70MQ4 2025Feb 12, 2026
Commonwealth Equity Services, LlcBuy+41,961—41,961$936.31KQ4 2025Feb 12, 2026
Hrt Financial LpBuy+11,266—11,266$251.00KQ4 2025Feb 12, 2026
Lpl Financial LlcBuy+160,661—160,661$3.58MQ4 2025Feb 11, 2026
Jpmorgan Chase & CoBuy+8,861—8,861$197.73KQ4 2025Feb 11, 2026
Envestnet Asset Management IncBuy+47,472—47,472$1.06MQ4 2025Feb 10, 2026
Goldman Sachs Group IncBuy+20,949—20,949$467.46KQ4 2025Feb 10, 2026
Bank Of New York Mellon CorpBuy+9,681—9,681$216.03KQ4 2025Feb 10, 2026
Godfrey Financial Associates, Inc.Buy+8,547—8,547$190.72KQ4 2025Feb 10, 2026
Root Financial Partners, LlcBuy+1,830—1,830$40.84KQ4 2025Feb 10, 2026
Hightower Advisors, LlcBuy+328,652—328,652$7.33MQ4 2025Feb 06, 2026
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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.