Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / CALIF AMT MUN
-
Number of holders
-
72
-
Total 13F shares, excl. options
-
10,719,091
-
Shares change
-
+1,043,653
-
Total reported value, excl. options
-
$299,046,251
-
Value change
-
+$29,162,695
-
Number of buys
-
39
-
Number of sells
-
-25
-
Price
-
$27.9
Significant Holders of INVESCO EXCH TRADED FD TR II - CALIF AMT MUN (PWZ) as of Q4 2021
83 filings reported holding PWZ - INVESCO EXCH TRADED FD TR II - CALIF AMT MUN as of Q4 2021.
INVESCO EXCH TRADED FD TR II - CALIF AMT MUN (PWZ) has 72 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10,719,091 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (6,335,685 shares), Brio Consultants, LLC (477,107 shares), BANK OF AMERICA CORP /DE/ (463,309 shares), MORGAN STANLEY (439,981 shares), JANE STREET GROUP, LLC (256,235 shares), Gerber Kawasaki Wealth & Investment Management (245,075 shares), LPL Financial LLC (210,126 shares), AMERIPRISE FINANCIAL INC (185,167 shares), WELLS FARGO & COMPANY/MN (163,965 shares), and FMR LLC (153,251 shares).
This table shows the top 72 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.