Who owns PWZ?
Invesco California AMT-Free Municipal Bond ETF · Invesco
130 institutions reported holding PWZ, worth $869.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PWZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wealthfront Advisers LLC | Palo Alto, CA | $428.5M | 17,483,077 | +72,318 shares |
| Mercer Global Advisors Inc. | Denver, CO | $85.3M | 3,478,440 | +539,048 shares |
| Gerber Kawasaki Wealth & Investment Management | Santa Monica, CA | $51.3M | 2,093,022 | +180,046 shares |
| Composition Wealth, LLC | Los Angeles, CA | $30.5M | 1,244,215 | +5,701 shares |
| SYON Capital LLC | San Francisco, CA | $30.2M | 1,231,692 | +26,637 shares |
| Bank of America Corp. | Charlotte, NC | $29.8M | 1,215,616 | +162,383 shares |
| Guggenheim Capital LLC | Chicago, IL | $25.2M | 1,027,646 | +170,685 shares |
| EP Wealth Advisors, LLC | Torrance, CA | $19.3M | 788,637 | +37,079 shares |
| LPL Financial LLC | Fort Mill, SC | $16.7M | 682,964 | +49,095 shares |
| Morgan Stanley | New York, NY | $15.3M | 625,770 | +37,489 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PWZ?
130 institutional managers reported holding PWZ in Form 13F filings for June 30, 2026, worth $869.1M in total. The largest reported position was held by Wealthfront Advisers LLC, at $428.5M.
Did institutions buy or sell PWZ last quarter?
Reported 13F value rose 8.4% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 15 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PWZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.