Invesco New York AMT-Free Municipal Bond
PZT • ARCA
Invesco New York AMT-Free Municipal Bond is an exchange-traded fund on ARCA. As of Q3 2025, 46 institutional investors hold shares in this ETF, with total holdings valued at $57.8M. HighTower Advisors, LLC is the largest holder with a position valued at $13.8M.
Overview
Overview of institutional ownership in PZT as of Q3 2025
All Institutions
- Institutions
- 46
- Value Held
- $57.8M
- Shares Held
- 2.6M
- Avg Position
- $1.3M
- Median Position
- $459.8K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $281.3K
- Shares Held
- 12.6K
- Avg Position
- $281.3K
- Median Position
- $281.3K
Biggest Investors
Institutions with the largest positions in PZT as of Q3 2025
| Institution | Position Value |
|---|---|
 HighTower Advisors, LLC RIA/Wealth | $13.8M 0.02% of portfolio |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | $5.3M 0.19% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $4.2M 0.00% of portfolio |
 FLYNN ZITO CAPITAL MANAGEMENT, LLC RIA/Wealth | $3.9M 1.43% of portfolio |
 MORGAN STANLEY RIA/Wealth | $3.7M 0.00% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $3.1M 0.02% of portfolio |
L LPL Financial LLC Institution | $3.0M 0.00% of portfolio |
 Miracle Mile Advisors, LLC RIA/Wealth | $2.8M 0.04% of portfolio |
A AMERICAN FINANCIAL & TAX STRATEGIES INC RIA/Wealth | $1.8M 0.90% of portfolio |
 Note Advisors, LLC RIA/Wealth | $1.3M 0.80% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PZT in Q3 2025
- Traded
- −$911.4K
- Buyers
- 22
- Sellers
- 18
- Total Bought
- +$7.6M
- Total Sold
- −$8.5M
- Avg Position
- $1.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
G GUGGENHEIM CAPITAL LLC Institution | +$3.1M +137.9K shares |
L LPL Financial LLC Institution | +$905.6K +40.7K shares |
F FLOW TRADERS U.S. LLC Institution | +$546.1K +24.6K shares |
BANK OF AMERICA CORP /DE/ Institution | +$413.6K +18.6K shares |
+$394.7K +17.7K shares | |
MORGAN STANLEY RIA/Wealth | +$370.7K +16.7K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$281.3K +12.6K shares |
 Cetera Investment Advisers RIA/Wealth | +$244.6K +11.0K shares |
 FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth | +$220.2K +9.9K shares |
O OLD MISSION CAPITAL LLC Institution | +$205.1K +9.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Miracle Mile Advisors, LLC RIA/Wealth | −$4.8M −215.8K shares |
HighTower Advisors, LLC RIA/Wealth | −$909.1K −40.9K shares |
A AMERICAN FINANCIAL & TAX STRATEGIES INC RIA/Wealth | −$661.6K −29.7K shares |
FLYNN ZITO CAPITAL MANAGEMENT, LLC RIA/Wealth | −$641.4K −28.8K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | −$360.8K −16.7K shares |
 Tortoise Investment Management, LLC RIA/Wealth | −$311.4K −14.0K shares |
A Advisor Group Holdings, Inc. Institution | −$195.4K −8.8K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$191.3K −8.6K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | −$112.6K −5.2K shares |
 JPMORGAN CHASE & CO Institution | −$84.0K −3.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PZT in Q3 2025
- New Positions
- 2
- New Value
- $3.1M
- Exited Positions
- 3
- Exited Value
- $473.4K
New Positions
| Institution | Position Value |
|---|---|
G GUGGENHEIM CAPITAL LLC Institution | $3.1M 137.9K shares |
R Root Financial Partners, LLC RIA/Wealth | $40.7K 1.8K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $360.8K 16.7K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | $112.6K 5.2K shares |
 FMR LLC Institution | $87.0 4.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in PZT as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PZT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
FLYNN ZITO CAPITAL MANAGEMENT, LLC RIA/Wealth | 1.43% $3.9M |
A AMERICAN FINANCIAL & TAX STRATEGIES INC RIA/Wealth | 0.90% $1.8M |
Note Advisors, LLC RIA/Wealth | 0.80% $1.3M |
N NDWM LLC Institution | 0.30% $448.4K |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | 0.19% $5.3M |
 MCDONALD PARTNERS LLC RIA/Wealth | 0.14% $468.2K |
Tortoise Investment Management, LLC RIA/Wealth | 0.10% $1.1M |
Miracle Mile Advisors, LLC RIA/Wealth | 0.04% $2.8M |
 SAX WEALTH ADVISORS, LLC RIA/Wealth | 0.04% $749.6K |
F FLOW TRADERS U.S. LLC Institution | 0.03% $546.1K |
Hedge Fund Spotlight
Discover hedge funds investing in PZT
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Invesco New York AMT-Free Municipal Bond
- Market Value
- $281.3K
- Shares Held
- 12.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
