EP Wealth Advisors LLC Takes $19.87 Million Position in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ)

EP Wealth Advisors LLC purchased a new stake in shares of Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased 795,605 shares of the company’s stock, valued at approximately $19,874,000. EP Wealth Advisors LLC owned 3.19% of Invesco California AMT-Free Municipal Bond ETF at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. First Foundation Advisors raised its position in shares of Invesco California AMT-Free Municipal Bond ETF by 80.1% during the 3rd quarter. First Foundation Advisors now owns 1,171,080 shares of the company’s stock worth $27,485,000 after purchasing an additional 520,876 shares during the last quarter. Wells Fargo & Company MN raised its position in shares of Invesco California AMT-Free Municipal Bond ETF by 116.4% during the 4th quarter. Wells Fargo & Company MN now owns 713,770 shares of the company’s stock worth $17,830,000 after purchasing an additional 383,994 shares during the last quarter. Mercer Global Advisors Inc. ADV acquired a new position in shares of Invesco California AMT-Free Municipal Bond ETF during the 3rd quarter worth approximately $4,600,000. Envestnet Asset Management Inc. raised its position in shares of Invesco California AMT-Free Municipal Bond ETF by 1,047.1% during the 3rd quarter. Envestnet Asset Management Inc. now owns 198,382 shares of the company’s stock worth $4,656,000 after purchasing an additional 181,088 shares during the last quarter. Finally, Miracle Mile Advisors LLC raised its position in shares of Invesco California AMT-Free Municipal Bond ETF by 18.8% during the 4th quarter. Miracle Mile Advisors LLC now owns 843,135 shares of the company’s stock worth $21,062,000 after purchasing an additional 133,233 shares during the last quarter.

Invesco California AMT-Free Municipal Bond ETF Trading Up 0.1 %

Shares of Invesco California AMT-Free Municipal Bond ETF stock traded up $0.03 during trading on Friday, hitting $24.94. 60,133 shares of the company were exchanged, compared to its average volume of 140,589. Invesco California AMT-Free Municipal Bond ETF has a fifty-two week low of $22.57 and a fifty-two week high of $25.32. The firm has a 50 day moving average price of $24.60 and a 200 day moving average price of $24.81.

Invesco California AMT-Free Municipal Bond ETF Profile

The Invesco California AMT-Free Municipal Bond ETF (PWZ) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks an index of insured investment-grade, tax-exempt debt issued by California or any US territory with at least 15 years remaining to maturity. PWZ was launched on Oct 11, 2007 and is managed by Invesco.