Invesco California Amt-free
$23.73-0.3%
+$53.8M
Net Activity
+5.35% total shares
Institutions Holding
130
Popularity Rank
#4004
Avg Weight
0.14%
Total Value
$867.8M
130 institutions currently hold PWZ, with 83 net buyers and 42 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
42
Net Buying Institutions
83
Top 5 by Value
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Across its top 20 institutional holders, PWZ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 22/100).
PWZ ranks #4004 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
130 institutions disclose a position in PWZ, but none treat it as a major bet — even Shared Vision Wealth Group LLC, its most concentrated holder, allocates just 2.6% of its own portfolio to it.
Mercer Global Advisors Inc /adv has added to its PWZ position for two straight quarters, increasing it by $17.7M to reach $85.3M today.
Jane Street Group, LLC has trimmed its PWZ position for two straight quarters, cutting it by $3.6M while still holding $1.8M.
PWZ is down 0.3% today, but institutions show net buying of $53.8M this quarter — a divergence between today's price move and the underlying institutional flow.
+$76.0M
Total Buy Value
$16.0M
Total Sell Value
83
Net Buyers
42
Net Sellers
PWZ
Q2 2026
Top 5 Institutional Movers
+$15.1M
+$12.9M
+$6.8M
+$4.7M
PWZ does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46138E206
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,239
Total reported value
$2.2T
3224 13F institutions increased their position this quarter
Institutions Holding
5,987
Total reported value
$3.6T
3028 13F institutions increased their position this quarter
Institutions Holding
6,149
Total reported value
$1.8T
2966 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,228
Total reported value
$346.3B
Held by 4228 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,123
Total reported value
$257.5B
Held by 4123 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,111
Total reported value
$649.1B
Held by 4111 institutions — one of the most-tracked stocks on AlphaSMO
Access PWZ's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/PWZCLI
npx alphasmo stocks get PWZ