Who owns PZT?
Invesco New York AMT-Free Municipal Bond ETF · Invesco
44 institutions reported holding PZT, worth $55.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PZT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | Parsippany, NJ | $8.0M | 353,654 | +38,969 shares |
| Morgan Stanley | New York, NY | $6.1M | 266,661 | +76,128 shares |
| Bank of America Corp. | Charlotte, NC | $5.1M | 223,354 | +50,490 shares |
| LPL Financial LLC | Fort Mill, SC | $4.1M | 181,469 | +11,291 shares |
| HighTower Advisors, LLC | Chicago, IL | $4.1M | 179,547 | −62,297 shares |
| Guggenheim Capital LLC | Chicago, IL | $3.6M | 160,229 | −734 shares |
| Composition Wealth, LLC | Los Angeles, CA | $2.6M | 113,348 | +8,464 shares |
| Note Advisors, LLC | Buffalo, NY | $1.9M | 81,448 | +8,250 shares |
| American Financial & Tax Strategies Inc. | New York, NY | $1.7M | 76,674 | No change |
| Tortoise Investment Management, LLC | White Plains, NY | $1.6M | 70,547 | +7,955 shares |
From 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 PZT?
44 institutional managers reported holding PZT in Form 13F filings for June 30, 2026, worth $55.1M in total. The largest reported position was held by Hennion & Walsh Asset Management, Inc., at $8.0M.
Did institutions buy or sell PZT last quarter?
Reported 13F value rose 9.3% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 6 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 PZT 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.