PZT

Invesco New York Amt-free Mu

-$6.7M

Net Activity

Institutions Holding

44

Popularity Rank

#6307

Avg Weight

0.06%

Total Value

$50.5M

Ownership Trend

44 institutions currently hold PZT, with 24 net buyers and 24 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

24

Net Buying Institutions

24

Key Holders

Key Holders

Top 5 by Value

H&
Hennion & Walsh Asset Management, Inc.
$6.9M
HA
HighTower Advisors, LLC
$5.3M
MS
Morgan Stanley
$4.2M
BO
Bank Of America CORP /de/
$3.8M
LF
LPL Financial LLC
$3.8M

Top 5 by Conviction

AF
American Financial & Tax Strategies INC
0.82%
NA
Note Advisors, LLC
0.81%
H&
Hennion & Walsh Asset Management, Inc.
0.23%
MF
Mustico Financial Group, INC.
0.17%
GF
Godfrey Financial Associates, Inc.
0.16%
View all 44 holding institutions

Quarterly Activity

Recent Activity

+$30.6M

Total Buy Value

$30.0M

Total Sell Value

New buy5
Trim16
Add19
Sold out8

24

Net Buyers

24

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO NEW YORK AMT-FREE MU (PZT)?
Major stakeholders currently include Hennion & Walsh Asset Management, Inc. ($6.9M), HighTower Advisors, LLC ($5.3M), Morgan Stanley ($4.2M). Based on the latest 13F filings, there are a total of 44 tracked investment funds and institutions maintaining positions in PZT.
What is the overall institutional sentiment toward PZT recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $6.7M, driven by 24 managers accumulating shares while 24 reduced their exposure.
Which institutions have been selling or reducing their PZT positions?
In the latest period, 16 funds trimmed their holdings, and 8 managers completely exited their positions. The aggregate reported sell value was $30.0M.
Are there any notable investors adding PZT to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 19 existing holders added to their shares. The total reported buy value for the quarter amounted to $30.6M.

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