Invesco California AMT-Free Municipal Bond ETF (PWZ)

• Market cap: $717M
• 1 day: -0.33%
• 5 days: -0.61%
• 1 month: -0.53%
• 3 months: -3.02%
• 6 months: -2.86%
• Year to date: -0.85%
• 1 year: -2.63%
• 5 years: -11.75%
• 10 years: -4.94%

Fund manager confidence

Based on 2024 Q4 regulatory filings 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

25% more capital invested

Capital invested by funds: $373M [Q3] → $467M (+$93.8M) [Q4]

14% more funds holding

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

9.13% more ownership

Funds ownership: 56.44% [Q3] → 65.58% (+9.13%) [Q4]