Who owns Invesco New York AMT-Free Municipal Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of PZT from SEC Form 13F filings across 34 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, 34 institutions disclosed 1.6M shares of Invesco New York AMT-Free Municipal Bond ETF worth $35.9M — about 25.3% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
34
13F holders
$35.9M
value, 2026 filers
25.3%
of shares outstanding (1.6M sh)
7
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 PZT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 266,661 | $6.1M | 0.0% | 4.2% | +40.0% |
| 2 | BANK OF AMERICA CORP /DE/ | 223,354 | $5.1M | 0.0% | 3.5% | +29.2% |
| 3 | LPL Financial LLC | 181,469 | $4.1M | 0.0% | 2.9% | +6.6% |
| 4 | HighTower Advisors, LLC | 179,547 | $4.1M | 0.0% | 2.8% | -25.8% |
| 5 | Composition Wealth, LLC | 113,348 | $2.6M | 0.0% | 1.8% | +8.1% |
| 6 | JANE STREET GROUP, LLC | 50,852 | $1.2M | 0.0% | 0.8% | -40.6% |
| 7 | Cetera Investment Advisers | 49,982 | $1.1M | 0.0% | 0.8% | +0.9% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 49,048 | $1.1M | 0.0% | 0.8% | +3.9% |
| 9 | Stratos Wealth Partners, LTD. | 46,092 | $1.0M | 0.0% | 0.7% | +8.4% |
| 10 | JPMORGAN CHASE & CO | 39,794 | $902,932 | 0.0% | 0.6% | +354.8% |
| 11 | MML INVESTORS SERVICES, LLC | 37,501 | $852,581 | 0.0% | 0.6% | +4.9% |
| 12 | AMERIPRISE FINANCIAL INC | 36,986 | $817,700 | 0.0% | 0.6% | +161.6% |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 36,193 | $822,837 | 0.0% | 0.6% | -31.1% |
| 14 | EP Wealth Advisors, LLC | 31,330 | $712,275 | 0.0% | 0.5% | -55.7% |
| 15 | OSAIC HOLDINGS, INC. | 27,625 | $628,029 | 0.0% | 0.4% | +745.6% |
| 16 | Arax Advisory PartnersNEW | 24,730 | $562,227 | 0.0% | 0.4% | new |
| 17 | Layline Advisors, LLCNEW | 21,941 | $498,817 | 0.4% | 0.3% | new |
| 18 | Cambridge Investment Research Advisors, Inc. | 19,112 | $435 | 0.0% | 0.3% | -1.4% |
| 19 | Kestra Advisory Services, LLC | 18,035 | $410,029 | 0.0% | 0.3% | +1.9% |
| 20 | Elequin Capital, LPNEW | 15,767 | $358,456 | 0.0% | 0.2% | new |
| 21 | Wealthfront Advisers LLC | 14,073 | $319,944 | 0.0% | 0.2% | -4.1% |
| 22 | WELLS FARGO & COMPANY/MN | 13,577 | $308,672 | 0.0% | 0.2% | +102.4% |
| 23 | MUSTICO FINANCIAL GROUP, INC. | 13,369 | $295,589 | 0.2% | 0.2% | +19.8% |
| 24 | Gerber Kawasaki Wealth & Investment Management | 12,813 | $291,306 | 0.0% | 0.2% | +61.8% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 12,340 | $280,545 | 0.0% | 0.2% | 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.