Invesco California AMT-Free Municipal Bond ETF (PWZ)

• Market cap: $700M
• 1 day: 0.12%
• 5 days: -1.45%
• 1 month: -1.13%
• 3 months: -2.77%
• 6 months: -1.41%
• Year to date: -1.84%
• 1 year: -1.68%
• 5 years: -10.27%
• 10 years: -4.25%
• Sector: Financials
• Industry: Investment Advice

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

0% more funds holding

Funds holding: 93 [Q2] → 93 (+0) [Q3]

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

14.59% less ownership

Funds ownership: 69.26% [Q2] → 54.67% (-14.59%) [Q3]

40% less capital invested

Capital invested by funds: $599M [Q2] → $361M (-$238M) [Q3]