Statistik Asas
| Pemilik Institusi | 114 total, 113 long only, 0 short only, 1 long/short - change of -6.56% MRQ |
| Purata Peruntukan Portfolio | 0.1338 % - change of -25.01% MRQ |
| Saham Institusi (Panjang) | 23,791,013 (ex 13D/G) - change of 4.01MM shares 20.28% MRQ |
| Nilai Institusi (Panjang) | $ 551,442 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF (US:PWZ) telah 114 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 23,791,013 saham. Pemegang saham terbesar termasuk Wealthfront Advisers Llc, Miracle Mile Advisors, LLC, Stratos Wealth Partners, LTD., Mercer Global Advisors Inc /adv, Envestnet Asset Management Inc, Syon Capital Llc, Gerber Kawasaki Wealth & Investment Management, First Foundation Advisors, EP Wealth Advisors, Inc., and Bank Of America Corp /de/ .
Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF (ARCA:PWZ) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 23.54 / share. Previously, on September 6, 2024, the share price was 25.12 / share. This represents a decline of 6.29% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 19,907 | -3.23 | 465 | -5.31 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3,747 | 162.03 | 87 | 155.88 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 165,571 | -58.64 | 3,864 | -59.53 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 9,717 | -71.64 | 227 | -72.34 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 92,720 | -3.16 | 2,211 | -6.47 | ||||
| 2025-08-08 | 13F | Creative Planning | 18,359 | -20.33 | 428 | -22.04 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 26,448 | -3.32 | 617 | -6.10 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 15,296 | -39.18 | 357 | -40.40 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 45,580 | -60.50 | 1,064 | -61.36 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10,250 | -1.51 | 239 | -3.63 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 20,000 | 0 | ||||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 62,431 | 5.02 | 1,457 | 2.82 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 43,213 | -3.92 | 1,009 | -5.97 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 25,075 | 2.66 | 585 | 0.52 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 3,018 | 0.87 | 70 | -1.41 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 407 | 0.00 | 9 | 0.00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 10,000 | 0.00 | 233 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 12,545 | -40.61 | 293 | -43.95 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 952,878 | -14.55 | 22,240 | -16.37 | ||||
| 2025-08-14 | 13F | Dimension Capital Management Llc | 26,232 | 0.00 | 612 | -2.08 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 10,178 | -45.60 | 238 | -46.64 | ||||
| 2025-08-14 | 13F | UBS Group AG | 102,562 | 13.76 | 2,394 | 11.30 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,666,448 | 16.82 | 38,895 | 14.32 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 11,170 | -45.59 | 261 | -46.83 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9,729 | 227 | ||||||
| 2025-04-25 | 13F | Avidian Wealth Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 120,397 | 6.84 | 2,810 | 4.58 | ||||
| 2025-08-14 | 13F | Fmr Llc | 69,951 | -65.84 | 1,633 | -66.58 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 20,000 | -9.09 | 464 | -7.21 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8,100 | 0.00 | 189 | -2.58 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 39,404 | 5.73 | 920 | 3.49 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 62,801 | -21.35 | 1,466 | -23.06 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 582,260 | 0.72 | 13,590 | -1.44 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 39,800 | 5.57 | 929 | 2.54 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 84,576 | 26.34 | 1,974 | 23.68 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,650 | 0.00 | 62 | -3.17 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 14,125 | 0.00 | 330 | -2.08 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 53,170 | -71.99 | 1,241 | -71.48 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 5,171,896 | 3,414.50 | 120,712 | 3,340.07 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 47,378 | -9.32 | 1 | 0.00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 117,570 | 4.75 | 2,744 | 2.54 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 10,240 | 239 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,667,055 | 15.82 | 38,909 | 13.34 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 25,044 | 0.56 | 585 | -1.52 | ||||
| 2025-06-23 | NP | SRCMX - California Municipal Fund Class A | 500 | 0.00 | 12 | -8.33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 60,698 | 382.73 | 1,417 | 373.58 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 12,375 | -35.77 | 289 | -37.25 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 134,636 | -27.65 | 3,142 | -27.62 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 37,520 | 0.00 | 876 | -2.13 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 40,803 | 21.58 | 952 | 19.00 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 11,405 | 266 | ||||||
| 2025-04-17 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 9,749 | -5.24 | 228 | -7.35 | ||||
| 2025-07-21 | 13F | Impact Investors, Inc | 81,431 | -8.58 | 1,901 | -10.55 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,238 | 0.90 | 29 | -3.45 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 262,226 | -19.25 | 6,120 | -20.98 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 26,000 | 0.00 | 607 | -2.26 | ||||
| 2025-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 24,275 | -67.73 | 567 | -68.45 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,499 | 0.00 | 35 | -2.86 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 18,309 | 419 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 17,663 | -96.03 | 412 | -96.13 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 17,903 | -29.33 | 418 | -30.96 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Syon Capital Llc | 1,351,618 | 28.95 | 31,547 | 26.19 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 616,353 | -3.67 | 14,386 | -5.73 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 287 | 0.00 | 7 | 0.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 40 | 0.00 | 1 | |||||
| 2025-08-06 | 13F | Climber Capital SA | 16,395 | 0.00 | 381 | 13.10 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 42,338 | 212.27 | 985 | 205.90 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 17,416 | -23.82 | 406 | -25.50 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 282,428 | 66.74 | 6,592 | 63.18 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 11,204 | 262 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 35,256 | 0.00 | 823 | -2.14 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 489,526 | 82.27 | 11,426 | 78.38 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2,569,651 | 1.94 | 59,976 | -0.24 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 23,996 | 560 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 834,086 | -3.84 | 19,468 | -5.90 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 10,300 | 0.00 | 240 | -2.04 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 38,594 | 6.26 | 901 | 3.93 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 151,990 | 17.58 | 3,547 | 15.09 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16,332 | -1.72 | 381 | -3.79 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 75,445 | -80.99 | 1,761 | -81.44 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10,164 | -97.04 | 237 | -97.10 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 22,132 | 0.00 | 517 | -2.09 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 44,500 | 244.96 | 1,039 | 238.11 | |||
| 2025-08-11 | 13F | Amara Financial, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 51,652 | -22.15 | 1,206 | -23.83 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 64,646 | 47.76 | 1,509 | 44.58 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 18,600 | 434 | |||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 10,106 | 0.00 | 234 | -0.85 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1,219,896 | -7.08 | 28,472 | -9.07 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 23,848 | 0.00 | 557 | -2.11 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 9,851 | 230 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,000 | 0.00 | 70 | -1.41 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 28,144 | 657 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 1,830,367 | 2.08 | 42,721 | -0.10 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 12,129 | -38.47 | 283 | -39.79 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 3,241 | 0.46 | 76 | -1.32 | ||||
| 2025-08-14 | 13F | Comerica Bank | 8,395 | 0.00 | 196 | -2.50 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 1,300 | 0.00 | 30 | -3.23 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 91,809 | 67.72 | 2 | 100.00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 304,528 | 402.70 | 7,108 | 392.17 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 86,562 | -6.64 | 2,020 | -8.64 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 592 | 14 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,055 | 0.00 | 48 | -4.08 | ||||
| 2025-08-12 | 13F | Main Management LLC | 4,705 | -0.84 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 370 | 0.00 | 9 | 0.00 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 8,858 | 0.29 | 207 | -1.90 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 20,851 | -33.76 | 487 | -35.20 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 29,340 | 4.26 | 685 | 1.94 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 9,950 | 0.00 | 232 | -2.11 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,821 | 0.00 | 43 | -2.33 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 63,159 | 1.89 | 1,474 | -0.27 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 698,813 | -18.66 | 16,310 | -20.40 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 23,151 | -43.06 | 552 | -45.02 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 20,568 | 5.30 | 480 | 3.23 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 43,108 | 0.99 | 1,006 | -1.18 | ||||
| 2025-04-22 | 13F | Spinnaker Investment Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 17,309 | 404 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 223,209 | -31.58 | 5,210 | -33.05 |
