PWZ Institutional Ownership
Invesco California AMT-Free Municipal Bond ETF
1W: -0.8%
1M: -5.1%
3M: -9.2%
YTD: -7.5%
1Y: -6.6%
3Y: +2.0%
5Y: -9.8%
$22.25
-0.13 (-0.58%)
Weekly Expected Move ±1.1%
$22
$22
$22
$22
$23
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PWZ
145
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
865M
Total Invested
19
New Positions
59
Increased
43
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (158 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 17,483,077 | 389M | +72,318 | +0.4% | 11Q | SEC ↗ |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 3,478,440 | 77M | +539,048 | +18.3% | 7Q | SEC ↗ |
| 3 | Gerber Kawasaki Wealth & Investment Ma | 2,093,022 | 47M | +180,046 | +9.4% | 20Q | SEC ↗ |
| 4 | Composition Wealth, LLC | 1,244,215 | 28M | +5,701 | +0.5% | 15Q | SEC ↗ |
| 5 | SYON CAPITAL LLC | 1,231,692 | 27M | +26,637 | +2.2% | 7Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 1,215,616 | 27M | +162,383 | +15.4% | 15Q | SEC ↗ |
| 7 | GUGGENHEIM CAPITAL LLC | 1,027,646 | 23M | +170,685 | +19.9% | 8Q | SEC ↗ |
| 8 | EP Wealth Advisors, LLC | 788,637 | 18M | +37,079 | +4.9% | 3Q | SEC ↗ |
| 9 | LPL Financial LLC | 682,964 | 15M | +49,095 | +7.7% | 33Q | SEC ↗ |
| 10 | MORGAN STANLEY | 625,770 | 14M | +37,489 | +6.4% | 33Q | SEC ↗ |
| 11 | FIRST FOUNDATION ADVISORS | 379,879 | 8M | +560 | +0.1% | 9Q | SEC ↗ |
| 12 | Shared Vision Wealth Group LLC | 310,889 | 7M | +275,580 | +780.5% | 5Q | SEC ↗ |
| 13 | JPMORGAN CHASE & CO | 297,671 | 7M | +78,158 | +35.6% | 9Q | SEC ↗ |
| 14 | Pure Financial Advisors, LLC | 284,900 | 6M | +13,262 | +4.9% | 18Q | SEC ↗ |
| 15 | Robertson Stephens Wealth Management, | 238,198 | 5M | +39,333 | +19.8% | 8Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 183,517 | 4M | -50,874 | -21.7% | 33Q | SEC ↗ |
| 17 | FIRST AMERICAN TRUST, FSB | 169,374 | 4M | -7,707 | -4.4% | 21Q | SEC ↗ |
| 18 | HighTower Advisors, LLC | 145,793 | 3M | +21,923 | +17.7% | 9Q | SEC ↗ |
| 19 | Chatterton & Associates Inc. | 144,898 | 3M | +12,486 | +9.4% | 3Q | SEC ↗ |
| 20 | Elmwood Wealth Management, Inc. | 141,077 | 3M | -835 | -0.6% | 6Q | SEC ↗ |
| 21 | KEYBANK NATIONAL ASSOCIATION/OH | 133,243 | 3M | +10,258 | +8.3% | 32Q | SEC ↗ |
| 22 | JONES FINANCIAL COMPANIES LLLP | 123,367 | 3M | +3,237 | +2.7% | 9Q | SEC ↗ |
| 23 | Affinity Capital Advisors, LLC | 123,281 | 3M | +81,613 | +195.9% | 8Q | SEC ↗ |
| 24 | FMR LLC | 110,870 | 2M | +18,108 | +19.5% | 30Q | SEC ↗ |
| 25 | Farther Finance Advisors, LLC | 100,617 | 2M | +22,015 | +28.0% | 9Q | SEC ↗ |
| 26 | Integrated Wealth Concepts LLC | 96,135 | 2M | -3,646 | -3.7% | 6Q | SEC ↗ |
| 27 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 89,454 | 2M | +11,530 | +14.8% | 15Q | SEC ↗ |
| 28 | SimpliFi, Inc. | 85,725 | 2M | -415 | -0.5% | 14Q | SEC ↗ |
| 29 | UBS Group AG | 83,031 | 2M | +270 | +0.3% | 33Q | SEC ↗ |
| 30 | Navigation Group, LLC | 77,030 | 2M | — | +0.0% | 2Q | SEC ↗ |
| 31 | SteelPeak Wealth, LLC | 74,450 | 2M | -11,155 | -13.0% | 27Q | SEC ↗ |
| 32 | JANE STREET GROUP, LLC | 72,803 | 2M | -13,908 | -16.0% | 11Q | SEC ↗ |
| 33 | RAYMOND JAMES FINANCIAL INC | 71,630 | 2M | +1,743 | +2.5% | 7Q | SEC ↗ |
| 34 | McNaughton Wealth Management, LLC | 63,304 | 1M | -6,566 | -9.4% | 19Q | SEC ↗ |
| 35 | COMMONWEALTH EQUITY SERVICES, LLC | 63,111 | 1M | +3,294 | +5.5% | 25Q | SEC ↗ |
| 36 | Tower Research Capital LLC (TRC) NEW | 61,770 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 37 | AMERIPRISE FINANCIAL INC | 60,941 | 1M | -3,771 | -5.8% | 16Q | SEC ↗ |
| 38 | CITADEL ADVISORS LLC NEW | 58,069 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Elequin Capital, LP NEW | 50,028 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 40 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL NEW | 48,510 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Private Advisor Group, LLC NEW | 47,308 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 42 | ENVESTNET ASSET MANAGEMENT INC | 46,329 | 1M | +11,016 | +31.2% | 20Q | SEC ↗ |
| 43 | Compound Planning, Inc. | 45,611 | 1M | -24,079 | -34.6% | 8Q | SEC ↗ |
| 44 | Cetera Investment Advisers | 45,549 | 1M | +8,213 | +22.0% | 6Q | SEC ↗ |
| 45 | FOCUS Wealth Advisors, LLC | 43,481 | 967K | +98 | +0.2% | 23Q | SEC ↗ |
| 46 | Cambridge Investment Research Advisors | 40,960 | 911K | -1,737 | -4.1% | 33Q | SEC ↗ |
| 47 | Cerity Partners LLC | 40,278 | 896K | +20,139 | +100.0% | 4Q | SEC ↗ |
| 48 | Global Retirement Partners, LLC NEW | 39,422 | 877K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Prospera Financial Services Inc | 38,693 | 861K | +1,037 | +2.8% | 13Q | SEC ↗ |
| 50 | OneDigital Investment Advisors LLC | 38,626 | 859K | +7,055 | +22.3% | 9Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| Tower Research Capital LLC (TRC) | 61,770 | 1M |
| CITADEL ADVISORS LLC | 58,069 | 1M |
| Elequin Capital, LP | 50,028 | 1M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | 48,510 | 1M |
| Private Advisor Group, LLC | 47,308 | 1M |
| Global Retirement Partners, LLC | 39,422 | 877K |
| AXXCESS WEALTH MANAGEMENT, LLC | 24,957 | 555K |
| SEEDS INVESTOR LLC | 18,882 | 420K |
| KINGSWOOD WEALTH ADVISORS, LLC | 14,746 | 328K |
| Fort Point Capital Partners LLC | 13,051 | 290K |
| Werba Rubin Papier Wealth Managemen | 11,440 | 255K |
| Cresset Asset Management, LLC | 10,783 | 240K |
| FF Advisors,LLC | 9,824 | 219K |
| Corient Private Wealth LP | 9,729 | 216K |
| MONOGRAPH WEALTH ADVISORS, LLC | 9,240 | 206K |
| PETERSON WEALTH MANAGEMENT | 1,548 | 34K |
| Arax Advisory Partners | 528 | 12K |
| Qube Research & Technologies Ltd | 348 | 8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 284 | 6K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Beacon Pointe Advisors, LLC | 154,995 | 3M |
| Hennion & Walsh Asset Management, I | 99,712 | 2M |
| Allworth Financial LP | 86,585 | 2M |
| NORTHERN TRUST CORP | 72,628 | 2M |
| StoneX Group Inc. | 71,743 | 2M |
| GOLDMAN SACHS GROUP INC | 45,193 | 1M |
| Allegiance Financial Group Advisory | 25,870 | 576K |
| FLOW TRADERS U.S. LLC | 23,588 | 525K |
| Wedmont Private Capital | 20,689 | 460K |
| Vise Technologies, Inc. | 13,674 | 304K |
| Range Advisory, LLC | 12,548 | 279K |
| CLIFFORD SWAN INVESTMENT COUNSEL LL | 11,050 | 246K |
| Ameritas Advisory Services, LLC | 10,754 | 239K |
| Gateway Wealth Partners, LLC | 10,000 | 222K |
| GAMMA Investing LLC | 9,642 | 215K |
| Blue Zone Wealth Advisors, LLC | 9,459 | 210K |
| Stratos Wealth Partners, LTD. | 9,391 | 209K |
| IHT Wealth Management, LLC | 9,030 | 201K |
| OLD MISSION CAPITAL LLC | 8,938 | 199K |
| HRT FINANCIAL LP | 8,750 | 195K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | +539,048 | +18.3% | 3,478,440 |
| Shared Vision Wealth Group LLC | +275,580 | +780.5% | 310,889 |
| Gerber Kawasaki Wealth & Investment | +180,046 | +9.4% | 2,093,022 |
| GUGGENHEIM CAPITAL LLC | +170,685 | +19.9% | 1,027,646 |
| BANK OF AMERICA CORP /DE | +162,383 | +15.4% | 1,215,616 |
| Affinity Capital Advisors, LLC | +81,613 | +195.9% | 123,281 |
| JPMORGAN CHASE & CO | +78,158 | +35.6% | 297,671 |
| Wealthfront Advisers LLC | +72,318 | +0.4% | 17,483,077 |
| LPL Financial LLC | +49,095 | +7.7% | 682,964 |
| Robertson Stephens Wealth Managemen | +39,333 | +19.8% | 238,198 |
| MORGAN STANLEY | +37,489 | +6.4% | 625,770 |
| EP Wealth Advisors, LLC | +37,079 | +4.9% | 788,637 |
| SYON CAPITAL LLC | +26,637 | +2.2% | 1,231,692 |
| Farther Finance Advisors, LLC | +22,015 | +28.0% | 100,617 |
| HighTower Advisors, LLC | +21,923 | +17.7% | 145,793 |
| Cerity Partners LLC | +20,139 | +100.0% | 40,278 |
| FMR LLC | +18,108 | +19.5% | 110,870 |
| Betterment LLC | +15,710 | +110.9% | 29,875 |
| Pure Financial Advisors, LLC | +13,262 | +4.9% | 284,900 |
| Chatterton & Associates Inc. | +12,486 | +9.4% | 144,898 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | -117,617 | -83.6% | 23,001 |
| WELLS FARGO & COMPANY/MN | -50,874 | -21.7% | 183,517 |
| Compound Planning, Inc. | -24,079 | -34.6% | 45,611 |
| JANE STREET GROUP, LLC | -13,908 | -16.0% | 72,803 |
| Impact Investors, Inc | -12,107 | -26.7% | 33,293 |
| SteelPeak Wealth, LLC | -11,155 | -13.0% | 74,450 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -10,048 | -22.2% | 35,204 |
| HILL ISLAND FINANCIAL LLC | -9,800 | -48.9% | 10,239 |
| Greykasell Wealth Strategies, Inc. | -8,698 | -50.8% | 8,420 |
| FIRST AMERICAN TRUST, FSB | -7,707 | -4.4% | 169,374 |
| McNaughton Wealth Management, LLC | -6,566 | -9.4% | 63,304 |
| Creative Planning | -4,804 | -18.9% | 20,638 |
| AMERIPRISE FINANCIAL INC | -3,771 | -5.8% | 60,941 |
| Integrated Wealth Concepts LLC | -3,646 | -3.7% | 96,135 |
| NorthRock Partners, LLC | -3,013 | -25.1% | 9,013 |
| BNP PARIBAS FINANCIAL MARKETS | -2,544 | -90.5% | 267 |
| Cambridge Investment Research Advis | -1,737 | -4.1% | 40,960 |
| Elmwood Wealth Management, Inc. | -835 | -0.6% | 141,077 |
| Nautilus Advisors LLC | -700 | -3.5% | 19,240 |
| Fisher Asset Management, LLC | -647 | -2.8% | 22,461 |