Who owns Invesco California AMT-Free Municipal Bond ETF?
Institutional ownership of PWZ from SEC Form 13F filings across 87 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.
87
13F holders
$759.0M
value, 2026 filers
63.5%
of shares outstanding (31.1M sh)
14
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 | BANK OF AMERICA CORP /DE/ | 1.2M | $29.8M | 0.0% | 2.5% | +15.4% |
| 6 | EP Wealth Advisors, LLC | 788,637 | $19.3M | 0.1% | 1.6% | +4.9% |
| 7 | LPL Financial LLC | 682,964 | $16.7M | 0.0% | 1.4% | +7.7% |
| 8 | MORGAN STANLEY | 625,770 | $15.3M | 0.0% | 1.3% | +6.4% |
| 9 | FIRST FOUNDATION ADVISORS | 379,879 | $9.3M | 0.3% | 0.8% | +0.1% |
| 10 | JPMORGAN CHASE & CO | 297,671 | $7.3M | 0.0% | 0.6% | +35.6% |
| 11 | Robertson Stephens Wealth Management, LLC | 238,198 | $5.8M | 0.1% | 0.5% | +19.8% |
| 12 | WELLS FARGO & COMPANY/MN | 183,517 | $4.5M | 0.0% | 0.4% | -21.7% |
| 13 | Integrated Wealth Concepts LLC | 175,464 | $4.3M | 0.0% | 0.4% | +75.8% |
| 14 | HighTower Advisors, LLC | 145,793 | $3.6M | 0.0% | 0.3% | +17.7% |
| 15 | KEYBANK NATIONAL ASSOCIATION/OH | 133,243 | $3.3M | 0.0% | 0.3% | +8.3% |
| 16 | JONES FINANCIAL COMPANIES LLLP | 123,367 | $3.0M | 0.0% | 0.3% | +2.7% |
| 17 | FMR LLC | 110,870 | $2.7M | 0.0% | 0.2% | +19.5% |
| 18 | UBS Group AG | 83,031 | $2.0M | 0.0% | 0.2% | +0.3% |
| 19 | Cambridge Investment Research Advisors, Inc. | 81,920 | $2,008 | 0.0% | 0.2% | +91.9% |
| 20 | Navigation Group, LLC | 77,030 | $1.9M | 0.4% | 0.2% | 0.0% |
| 21 | SteelPeak Wealth, LLC | 74,450 | $1.8M | 0.0% | 0.2% | -13.0% |
| 22 | JANE STREET GROUP, LLC | 72,803 | $1.8M | 0.0% | 0.1% | -16.0% |
| 23 | RAYMOND JAMES FINANCIAL INC | 71,630 | $1.8M | 0.0% | 0.1% | +2.5% |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 63,111 | $1.5M | 0.0% | 0.1% | +5.5% |
| 25 | Tower Research Capital LLC (TRC)NEW | 61,770 | $1.5M | 0.0% | 0.1% | new |
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.