Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / CALIF AMT MUN
-
Number of holders
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119
-
Total 13F shares, excl. options
-
19,825,334
-
Shares change
-
+786,704
-
Total reported value, excl. options
-
$472,542,699
-
Value change
-
+$18,739,594
-
Put/Call ratio
-
0%
-
Number of buys
-
52
-
Number of sells
-
-46
-
Price
-
$23.85
Significant Holders of INVESCO EXCH TRADED FD TR II - CALIF AMT MUN (PWZ) as of Q1 2025
128 filings reported holding PWZ - INVESCO EXCH TRADED FD TR II - CALIF AMT MUN as of Q1 2025.
INVESCO EXCH TRADED FD TR II - CALIF AMT MUN (PWZ) has 119 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 19,825,334 shares
.
Largest 10 shareholders include Miracle Mile Advisors, LLC (2,520,756 shares), Stratos Wealth Partners, LTD. (1,793,042 shares), MERCER GLOBAL ADVISORS INC /ADV (1,439,348 shares), ENVESTNET ASSET MANAGEMENT INC (1,426,565 shares), Gerber Kawasaki Wealth & Investment Management (1,312,859 shares), FIRST FOUNDATION ADVISORS (1,115,085 shares), SYON CAPITAL LLC (1,048,140 shares), EP Wealth Advisors, LLC (867,396 shares), BANK OF AMERICA CORP /DE/ (859,151 shares), and MORGAN STANLEY (639,821 shares).
This table shows the top 119 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.