Invesco New York Amt-Free MuPZTETF
13F holders, Q2 2025 (June 30)43holders +4
5new positions
1sold out
$21.63avg. 13F price*
At the end of Q2 2025, 43 institutions reported holding Invesco New York Amt-Free Mu (PZT) in their 13F filings, up 4 from Q1 2025. 5 opened new positions and 1 sold out. The largest holders were HighTower Advisors, LLC ($14.3M), Composition Wealth, LLC ($7.4M) and Hennion & Walsh Asset Management, Inc. ($5.1M).
- Company
- Invesco New York Amt-Free Mu
- CUSIP
- 46138E529
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.8M |
| Exits | 1 | $9K |
All 13F filers, Q1 2025 → Q2 2025: 187,707 shares bought and 248,265 shares sold, net −60,558 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| HighTower Advisors, LLC | 0.02% | Add +0.7% | 660,206 | $14.3M |
| Composition Wealth, LLC | 0.12% | Add +2.9% | 342,794 | $7.4M |
| Hennion & Walsh Asset Management, Inc. | 0.20% | Add +10.8% | 234,136 | $5.1M |
| Flynn Zito Capital Management, LLC | 1.85% | Reduce -1.2% | 202,758 | $4.4M |
| Bank of America Corp. | 0.00% | Add +1.9% | 170,421 | $3.7M |
| Morgan Stanley | 0.00% | Reduce -28.2% | 149,942 | $3.2M |
| American Financial & Tax Strategies Inc. | 1.24% | Reduce -4.3% | 110,955 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -5.2% | 93,326 | $2.0M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -7.3% | 70,770 | $1.5M |
| Tortoise Investment Management, LLC | 0.13% | Reduce -15.8% | 64,092 | $1.4M |
| Note Advisors, LLC | 0.91% | Add +1.8% | 60,973 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -9.2% | 43,703 | $946K |
| Cetera Investment Advisers | 0.00% | Add +88.3% | 36,751 | $795K |
| Sax Wealth Advisors, LLC | 0.05% | New | 36,114 | $781K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -35.2% | 35,839 | $776K |
| UBS Group AG | 0.00% | Add +1311.7% | 31,325 | $678K |
| Osaic Holdings, Inc. | 0.00% | Add +0.3% | 31,082 | $673K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 30,670 | $664K |
| MML Investors Services, LLC | 0.00% | Reduce -1.9% | 29,872 | $646K |
| Susquehanna International Group, LLP | 0.00% | New | 24,947 | $540K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -42.5% | 21,591 | $467K |
| McDonald Partners LLC | 0.11% | No change | 21,050 | $456K |
| Raymond James Financial Inc. | 0.00% | Reduce -2.5% | 20,200 | $437K |
| NDWM LLC | 0.32% | Reduce -31.4% | 20,161 | $436K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -54.2% | 17,019 | $368K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -20.0% | 16,673 | $361K |
| Ameriprise Financial Inc. | 0.00% | Add +2.1% | 16,214 | $336K |
| Citigroup Inc. | 0.00% | Add +51.8% | 14,355 | $311K |
| Wealthfront Advisers LLC | 0.00% | New | 12,333 | $267K |
| JPMorgan Chase & Co. | 0.00% | Add +42.3% | 11,752 | $254K |
| Mariner, LLC | 0.00% | Reduce -16.2% | 11,423 | $247K |
| Wells Fargo & Company | 0.00% | Add +52.5% | 11,149 | $241K |
| Belpointe Asset Management LLC | 0.01% | No change | 10,504 | $227K |
| Cascade Financial Partners, LLC | 0.03% | No change | 10,312 | $223K |
| PFG Investments, LLC | 0.01% | New | 10,043 | $217K |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.5% | 9,350 | $202K |
| Royal Bank of Canada | 0.00% | Add +50.0% | 6,000 | $130K |
| Elequin Capital, LP | 0.04% | Reduce -94.0% | 5,201 | $113K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,894 | $41K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,200 | $26K |
| GAMMA Investing LLC | 0.00% | Add +91.7% | 1,079 | $23K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 338 | $7K |
| FMR LLC | 0.00% | Add +300.0% | 4 | $87 |
"% of holder's portfolio" is PZT's weight in each manager's 13F, not the share of Invesco New York Amt-Free Mu the manager owns.