Invesco California AMT-Free Municipal Bond ETF (PWZ)

• Market cap: $667M
• 1 day: -0.30%
• 5 days: 1.70%
• 1 month: -4.08%
• 3 months: -4.94%
• 6 months: -6.73%
• Year to date: -5.52%
• 1 year: -5.52%
• 5 years: -13.56%
• 10 years: -9.53%
• Sector: Financials
• Industry: Asset Management

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

200% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 16

63% more call options, than puts

Call options by funds: $536K | Put options by funds: $329K

27% more capital invested

Capital invested by funds: $367M [Q3] → $466M (+$98.8M) [Q4]

14% more funds holding

Funds holding: 94 [Q3] → 107 (+13) [Q4]

10.07% more ownership

Funds ownership: 55.55% [Q3] → 65.62% (+10.07%) [Q4]