Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / CALIF AMT MUN
-
Total 13F shares
-
24,720,785
-
Share change
-
+2,335,896
-
Total reported value
-
$617,514,381
-
Price per share
-
$24.98
-
Number of holders
-
89
-
Value change
-
+$58,491,844
-
Number of buys
-
43
-
Number of sells
-
35
Institutional Holders of INVESCO EXCH TRADED FD TR II - CALIF AMT MUN (PWZ) as of Q4 2023
As of 31 Dec 2023,
INVESCO EXCH TRADED FD TR II - CALIF AMT MUN (PWZ) was held by
89 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
24,720,785 shares.
The largest 10 holders included
Charles Schwab Investment Advisory, Inc., JANE STREET GROUP, LLC, FIRST FOUNDATION ADVISORS, BANK OF AMERICA CORP /DE/, Gerber Kawasaki Wealth & Investment Management, Miracle Mile Advisors, LLC, EP Wealth Advisors, LLC, WELLS FARGO & COMPANY/MN, BANK OF MONTREAL /CAN/, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
89
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.