Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / CALIF AMT MUN
-
Number of holders
-
68
-
Total 13F shares, excl. options
-
9,401,383
-
Shares change
-
+649,556
-
Total reported value, excl. options
-
$260,139,588
-
Value change
-
+$17,957,983
-
Number of buys
-
41
-
Number of sells
-
-17
-
Price
-
$27.67
Significant Holders of INVESCO EXCH TRADED FD TR II - CALIF AMT MUN (PWZ) as of Q1 2021
75 filings reported holding PWZ - INVESCO EXCH TRADED FD TR II - CALIF AMT MUN as of Q1 2021.
INVESCO EXCH TRADED FD TR II - CALIF AMT MUN (PWZ) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9,401,383 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (5,663,787 shares), BANK OF AMERICA CORP /DE/ (407,728 shares), MORGAN STANLEY (356,834 shares), Brio Consultants, LLC (313,538 shares), AMERIPRISE FINANCIAL INC (254,809 shares), Gerber Kawasaki Wealth & Investment Management (204,351 shares), Miracle Mile Advisors, LLC (191,428 shares), JANE STREET GROUP, LLC (190,058 shares), FMR LLC (146,534 shares), and WELLS FARGO & COMPANY/MN (144,777 shares).
This table shows the top 68 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.