Who owns Invesco California AMT-Free Municipal Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PWZ from SEC Form 13F filings across 130 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 130 institutions disclosed 35.3M shares of Invesco California AMT-Free Municipal Bond ETF worth $866.1M — about 72.2% of shares outstanding; the largest disclosed holder is Wealthfront Advisers LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
130
13F holders
$866.1M
value, 2026 filers
72.2%
of shares outstanding (35.3M sh)
19
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PWZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 17.5M | $428.5M | 0.8% | 35.7% | +0.4% |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 3.5M | $85.3M | 0.1% | 7.1% | +18.3% |
| 3 | Gerber Kawasaki Wealth & Investment Management | 2.1M | $51.3M | 1.4% | 4.3% | +9.4% |
| 4 | Composition Wealth, LLC | 1.2M | $30.5M | 0.4% | 2.5% | +0.5% |
| 5 | SYON CAPITAL LLC | 1.2M | $30.2M | 1.3% | 2.5% | +2.2% |
| 6 | BANK OF AMERICA CORP /DE/ | 1.2M | $29.8M | 0.0% | 2.5% | +15.4% |
| 7 | GUGGENHEIM CAPITAL LLC | 1.0M | $25.2M | 0.2% | 2.1% | +19.9% |
| 8 | EP Wealth Advisors, LLC | 788,637 | $19.3M | 0.1% | 1.6% | +4.9% |
| 9 | LPL Financial LLC | 682,964 | $16.7M | 0.0% | 1.4% | +7.7% |
| 10 | MORGAN STANLEY | 625,770 | $15.3M | 0.0% | 1.3% | +6.4% |
| 11 | FIRST FOUNDATION ADVISORS | 379,879 | $9.3M | 0.3% | 0.8% | +0.1% |
| 12 | Shared Vision Wealth Group LLC | 310,889 | $7.6M | 2.6% | 0.6% | +780.5% |
| 13 | JPMORGAN CHASE & CO | 297,671 | $7.3M | 0.0% | 0.6% | +35.6% |
| 14 | Pure Financial Advisors, LLC | 284,900 | $7.0M | 0.1% | 0.6% | +4.9% |
| 15 | Robertson Stephens Wealth Management, LLC | 238,198 | $5.8M | 0.1% | 0.5% | +19.8% |
| 16 | WELLS FARGO & COMPANY/MN | 183,517 | $4.5M | 0.0% | 0.4% | -21.7% |
| 17 | FIRST AMERICAN TRUST, FSB | 169,374 | $4.2M | 0.3% | 0.3% | -4.4% |
| 18 | HighTower Advisors, LLC | 145,793 | $3.6M | 0.0% | 0.3% | +17.7% |
| 19 | Chatterton & Associates Inc. | 144,898 | $3.5M | 2.1% | 0.3% | +9.4% |
| 20 | Elmwood Wealth Management, Inc. | 141,077 | $3.5M | 0.9% | 0.3% | -0.6% |
| 21 | KEYBANK NATIONAL ASSOCIATION/OH | 133,243 | $3.3M | 0.0% | 0.3% | +8.3% |
| 22 | JONES FINANCIAL COMPANIES LLLP | 123,367 | $3.0M | 0.0% | 0.3% | +2.7% |
| 23 | Affinity Capital Advisors, LLC | 123,281 | $3.0M | 0.4% | 0.3% | +195.9% |
| 24 | FMR LLC | 110,870 | $2.7M | 0.0% | 0.2% | +19.5% |
| 25 | Farther Finance Advisors, LLC | 100,617 | $2.5M | 0.0% | 0.2% | +28.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.