Mga Batayang Estadistika
| Pemilik Institusional | 114 total, 113 long only, 0 short only, 1 long/short - change of -6.56% MRQ |
| Alokasi Portofolio Rata-rata | 0.1338 % - change of -25.01% MRQ |
| Saham Institusional (Jangka Panjang) | 23,791,013 (ex 13D/G) - change of 4.01MM shares 20.28% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 551,442 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF (US:PWZ) memiliki 114 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 23,791,013 saham. Pemegang saham terbesar meliputi 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/ .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF (ARCA:PWZ) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 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 (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi 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 |
