Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / NY AMT FRE MUN
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Number of holders
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41
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Total shares
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2.5M
-
Shares change
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+205K
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Total reported value, excl. options
-
$58.5M
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Value change
-
+$4.79M
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Number of buys
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23
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Number of sells
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-11
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Price
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$23.35
Significant Holders of INVESCO EXCH TRADED FD TR II - NY AMT FRE MUN (PZT) as of Q3 2024
filings reported holding PZT - INVESCO EXCH TRADED FD TR II - NY AMT FRE MUN as of Q3 2024.
INVESCO EXCH TRADED FD TR II - NY AMT FRE MUN (PZT) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.5M shares
.
Largest 10 shareholders include HighTower Advisors, LLC (600K shares), Miracle Mile Advisors, LLC (334K shares), MORGAN STANLEY (228K shares), FLYNN ZITO CAPITAL MANAGEMENT, LLC (189K shares), BANK OF AMERICA CORP /DE/ (170K shares), AMERICAN FINANCIAL & TAX STRATEGIES INC (126K shares), Hennion & Walsh Asset Management, Inc. (119K shares), LPL Financial LLC (104K shares), EP Wealth Advisors, LLC (85.5K shares), and Tortoise Investment Management, LLC (81.1K shares).
This table shows the top 41 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.