Invesco New York Amt-Free MuPZTETF
13F holders, Q3 2025 (September 30)47holders +4
8new positions
3sold out
1famous investor
$22.24avg. 13F price*
At the end of Q3 2025, 47 institutions reported holding Invesco New York Amt-Free Mu (PZT) in their 13F filings, up 4 from Q2 2025. 8 opened new positions and 3 sold out. The largest holders were HighTower Advisors, LLC ($13.8M), Hennion & Walsh Asset Management, Inc. ($5.3M) and Bank of America Corp. ($4.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco New York Amt-Free Mu
- CUSIP
- 46138E529
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $5.0M |
| Exits | 3 | $473K |
All 13F filers, Q2 2025 → Q3 2025: 350,381 shares bought and 382,567 shares sold, net −32,186 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| HighTower Advisors, LLC | 0.02% | Reduce -6.2% | 619,333 | $13.8M |
| Hennion & Walsh Asset Management, Inc. | 0.19% | Add +1.5% | 237,610 | $5.3M |
| Bank of America Corp. | 0.00% | Add +10.9% | 189,019 | $4.2M |
| Flynn Zito Capital Management, LLC | 1.43% | Reduce -14.2% | 173,920 | $3.9M |
| Morgan Stanley | 0.00% | Add +11.1% | 166,611 | $3.7M |
| Guggenheim Capital LLC | 0.02% | New | 137,902 | $3.1M |
| LPL Financial LLC | 0.00% | Add +43.6% | 134,043 | $3.0M |
| Composition Wealth, LLC | 0.04% | Reduce -62.9% | 127,027 | $2.8M |
| American Financial & Tax Strategies Inc. | 0.90% | Reduce -26.8% | 81,209 | $1.8M |
| Note Advisors, LLC | 0.80% | Reduce -1.4% | 60,140 | $1.3M |
| Tortoise Investment Management, LLC | 0.10% | Reduce -21.8% | 50,092 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +14.6% | 50,078 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +29.9% | 47,750 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.2% | 41,997 | $934K |
| Envestnet Asset Management Inc. | 0.00% | Add +11.9% | 34,308 | $763K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -6.7% | 33,704 | $750K |
| MML Investors Services, LLC | 0.00% | Add +11.9% | 33,424 | $743K |
| UBS Group AG | 0.00% | Add +2.8% | 32,207 | $716K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +44.8% | 24,645 | $548K |
| Flow Traders U.S. LLC | 0.02% | New | 24,555 | $546K |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.3% | 22,292 | $495K |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.7% | 21,533 | $479K |
| McDonald Partners LLC | 0.14% | No change | 21,050 | $468K |
| Raymond James Financial Inc. | 0.00% | Add +0.5% | 20,300 | $451K |
| NDWM LLC | 0.30% | No change | 20,161 | $448K |
| Wealthfront Advisers LLC | 0.00% | Add +51.4% | 18,669 | $415K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 17,747 | $395K |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.4% | 14,691 | $327K |
| Citigroup Inc. | 0.00% | No change | 14,355 | $319K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -39.8% | 12,991 | $289K |
| Citadel Advisors | 0.00% | New | 12,646 | $281K |
| PFG Investments, LLC | 0.01% | Add +17.4% | 11,785 | $262K |
| Belpointe Asset Management LLC | 0.01% | No change | 10,504 | $234K |
| Cascade Financial Partners, LLC | 0.03% | No change | 10,312 | $229K |
| Wells Fargo & Company | 0.00% | Reduce -8.0% | 10,258 | $228K |
| Mariner, LLC | 0.00% | Reduce -10.7% | 10,199 | $227K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 9,900 | $220K |
| Bank of New York Mellon Corp | 0.00% | Add +3.5% | 9,682 | $215K |
| Mustico Financial Group, Inc. | 0.21% | New | 9,382 | $209K |
| Old Mission Capital LLC | 0.01% | New | 9,221 | $205K |
| JPMorgan Chase & Co. | 0.00% | Reduce -32.1% | 7,977 | $177K |
| Royal Bank of Canada | 0.00% | No change | 6,000 | $133K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,894 | $42K |
| Root Financial Partners, LLC | 0.00% | New | 1,830 | $41K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -0.4% | 1,195 | $27K |
| GAMMA Investing LLC | 0.00% | No change | 1,079 | $24K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 338 | $8K |
"% 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.