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Invesco National AMT-Free Municipal Bond ETF (PZA) Institutional Ownership

Invesco National AMT-Free Municipal Bond ETF logo
$23.58 +0.12 (+0.51%)
(As of 12/20/2024 05:16 PM ET)

Institutional Ownership Changes (13F Filings) for Invesco National AMT-Free Municipal Bond ETF (NYSEARCA:PZA)

Number of
Institutional Buyers
(last 12 months)
125
Total
Institutional Inflows
(last 12 months)
$310.57M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$94.84M
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PZA Institutional Buying and Selling by Quarter

Invesco National AMT-Free Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. Riley Wealth Advisors Inc.13,691$331K0.0%-3.3%0.012%
11/25/2024 Wilmington Savings Fund Society FSB3,267$79K0.0%N/A0.003%
11/25/2024 World Investment Advisors LLC47,642$1.15M0.0%N/A0.040%
11/25/2024 Sanctuary Advisors LLC30,355$725K0.0%+3.7%0.026%
11/20/2024 Advisory Resource Group17,531$423K0.1%-8.8%0.015%
11/18/2024 TD Private Client Wealth LLC64,037$1.55M0.0%-6.5%0.054%
11/15/2024 Goodman Advisory Group LLC723,398$17.47M5.0%+0.5%0.609%
11/15/2024 Brophy Wealth Management LLC20,049$484K0.2%N/A0.017%
11/15/2024 MML Investors Services LLC476,728$11.51M0.0%+14.6%0.401%
11/15/2024 EP Wealth Advisors LLC1,313,420$31.72M0.3%+0.6%1.106%
11/15/2024 Jane Street Group LLC29,601$715K0.0%-90.7%0.025%
11/15/2024 Stifel Financial Corp769,060$18.57M0.0%+7.2%0.648%
11/15/2024 IHT Wealth Management LLC267,094$6.45M0.2%+1.9%0.225%
11/15/2024 Integrated Wealth Concepts LLC64,641$1.56M0.0%+16.7%0.054%
11/15/2024 HighTower Advisors LLC22,950$554K0.0%-10.3%0.019%
11/14/2024 Kolinsky Wealth Management LLC17,082$413K0.3%N/A0.014%
11/14/2024 Rockefeller Capital Management L.P.189,610$4.58M0.0%-3.3%0.160%
11/13/2024 Townsquare Capital LLC25,826$624K0.0%+19.5%0.022%
11/13/2024 FMR LLC6,868$166K0.0%+66.9%0.006%
11/13/2024 Wiser Advisor Group LLC21,475$519K0.8%-2.1%0.018%
11/12/2024 Meridian Wealth Management LLC10,550$255K0.0%+13.4%0.009%
11/12/2024 Running Point Capital Advisors LLC31,315$756K0.3%+9.3%0.026%
11/9/2024 Trustmark National Bank Trust Department641,901$15.50M1.2%-59.7%0.541%
11/8/2024 King Luther Capital Management Corp150,503$3.64M0.0%+10.0%0.127%
11/8/2024 Prospera Private Wealth LLC3,520$85K0.0%N/A0.003%
11/8/2024 Avior Wealth Management LLC3,623$85K0.0%+3,523.0%0.003%
11/8/2024 PNC Financial Services Group Inc.335,361$8.10M0.0%-2.6%0.282%
11/7/2024 Meeder Advisory Services Inc.192,967$4.66M0.3%+14.9%0.162%
11/7/2024 Thrivent Financial for Lutherans130,439$3.15M0.0%-19.4%0.110%
11/6/2024 Northeast Financial Group Inc.48,899$1.18M0.4%+29.9%0.041%
11/6/2024 Main Street Financial Solutions LLC33,966$820K0.1%+17.7%0.029%
11/5/2024 First Heartland Consultants Inc.123,434$2.98M0.3%-2.9%0.104%
11/4/2024 Ashton Thomas Securities LLC166,470$4.02M0.8%-4.1%0.140%
11/4/2024 1900 Wealth Management LLC852,161$20.31M1.8%+13.5%0.718%
11/4/2024 Sigma Planning Corp8,426$203K0.0%-6.6%0.007%
11/1/2024 Assetmark Inc.317,843$7.68M0.0%-3.8%0.268%
10/31/2024 Concurrent Investment Advisors LLC40,771$985K0.0%+5.9%0.034%
10/30/2024 Avidian Wealth Enterprises LLC46,373$1.12M0.1%-35.9%0.039%
10/30/2024 ASB Consultores LLC12,942$313K0.1%-10.1%0.011%
10/30/2024 James J. Burns & Company LLC12,331$298K0.1%-28.0%0.010%
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10/30/2024 Leeward Financial Partners LLC58,177$1.41M0.5%+3.2%0.049%
10/29/2024 Argonautica Private Wealth Management Inc.20,997$507K0.2%-3.9%0.018%
10/29/2024 Farther Finance Advisors LLC4,234$102K0.0%+7,888.7%0.004%
10/28/2024 Gladstone Institutional Advisory LLC58,875$1.42M0.1%+19.0%0.050%
10/28/2024 Lebenthal Global Advisors LLC87,884$2.12M0.4%-6.3%0.074%
10/28/2024 Creative Financial Designs Inc. ADV9,180$222K0.0%-13.9%0.008%
10/28/2024 US Bancorp DE365,102$8.82M0.0%+13.5%0.307%
10/25/2024 SteelPeak Wealth LLC116,962$2.83M0.1%-4.3%0.098%
10/24/2024 Richardson Financial Services Inc.8,661$206K0.1%+27.1%0.007%
10/24/2024 Ackerman Capital Advisors LLC44,369$1.07M0.3%-20.1%0.037%
10/23/2024 Parcion Private Wealth LLC824,250$19.91M1.7%+23.0%0.694%
10/23/2024 Allworth Financial LP488,666$11.80M0.1%+0.6%0.412%
10/22/2024 McAdam LLC307,774$7.43M0.4%-3.4%0.259%
10/22/2024 Altus Wealth Group LLC9,250$223K0.1%N/A0.008%
10/22/2024 Private Advisor Group LLC66,295$1.60M0.0%+41.1%0.056%
10/21/2024 Traphagen Investment Advisors LLC245,999$5.94M0.6%-9.6%0.207%
10/21/2024 Fortis Group Advisors LLC43,745$1.06M0.2%+32.6%0.037%
10/21/2024 Stewardship Advisors LLC279,159$6.74M1.9%-11.6%0.235%
10/19/2024Petix & Botte Co62,014$1.50M0.4%-2.3%0.052%
10/19/2024Rede Wealth LLC14,041$339K0.1%-18.5%0.012%
10/19/2024Bernardo Wealth Planning LLC37,038$889K0.2%-5.5%0.031%
10/18/2024Raymond James & Associates276,522$6.68M0.0%-2.1%0.233%
10/17/2024Stratos Wealth Partners LTD.605,792$14.63M0.2%+4.4%0.510%
10/16/2024 Good Life Advisors LLC11,472$277K0.0%N/A0.010%
10/16/2024 Kowal Investment Group LLC63,358$1.53M0.3%-1.2%0.053%
10/16/2024 Proquility Private Wealth Partners LLC213,454$5.16M1.7%-11.8%0.180%
10/15/2024 First United Bank & Trust17,741$428K0.2%-7.6%0.015%
10/15/2024 Cliftonlarsonallen Wealth Advisors LLC2,525,514$60.99M1.4%+6.5%2.127%
10/11/2024 Creative Planning17,919$433K0.0%-9.7%0.015%
10/11/2024 CX Institutional625,473$15.11M0.7%+2.7%0.527%
10/8/2024 Anderson Hoagland & Co.395,508$9.54M1.0%-0.8%0.333%
10/8/2024 Dynamic Advisor Solutions LLC24,835$600K0.0%-2.0%0.021%
10/7/2024 Miracle Mile Advisors LLC724,642$17.50M0.4%+13.5%0.610%
10/7/2024 GAMMA Investing LLC2,885$70K0.0%+115.9%0.002%
10/3/2024 Park Avenue Securities LLC82,570$1.99M0.0%-2.8%0.070%
9/5/2024 Sanctuary Advisors LLC29,260$685K0.0%N/A0.025%
8/22/2024 Cetera Investment Advisers538,282$12.75M0.0%+11.9%0.453%
8/21/2024 Advisory Alpha LLC28,611$678K0.0%-19.4%0.024%
8/21/2024 Truist Financial Corp356,972$8.45M0.0%+129.3%0.301%
8/19/2024 EP Wealth Advisors LLC1,306,170$30.93M0.3%+3.2%1.100%
8/19/2024 B. Riley Wealth Advisors Inc.14,159$335K0.0%-6.8%0.012%
8/16/2024 NewEdge Advisors LLC41,555$984K0.0%+2.6%0.035%
8/16/2024 Northwestern Mutual Wealth Management Co.785,605$18.60M0.0%+1.4%0.662%
8/16/2024 Creative Planning19,853$470K0.0%-16.8%0.017%
8/16/2024 Goodman Advisory Group LLC719,478$17.04M5.1%-5.4%0.606%
8/14/2024 EverSource Wealth Advisors LLC9,439$226K0.0%+6.0%0.008%
8/13/2024 Kowal Investment Group LLC64,100$1.52M0.3%-3.3%0.054%
8/13/2024 Thrivent Financial for Lutherans161,817$3.83M0.0%-28.7%0.136%
8/13/2024 King Luther Capital Management Corp136,829$3.24M0.0%-10.7%0.115%
8/12/2024 ProVise Management Group LLC39,529$936K0.1%+6.0%0.033%
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8/12/2024 Richardson Financial Services Inc.6,813$161K0.1%-12.8%0.006%
8/12/2024 MRP Capital Investments LLC18,236$432K0.4%N/A0.015%
8/12/2024 Mercer Global Advisors Inc. ADV141,203$3.34M0.0%+2.2%0.119%
8/9/2024 Renaissance Technologies LLC308,500$7.31M0.0%+16.6%0.260%
8/9/2024 Collaborative Wealth Managment Inc.62,967$1.49M0.7%+4.5%0.053%
8/8/2024 Envestnet Asset Management Inc.2,049,560$48.53M0.0%+19.9%1.726%
8/8/2024 Meeder Advisory Services Inc.167,936$3.98M0.3%N/A0.141%
8/8/2024 Main Street Financial Solutions LLC28,864$684K0.1%+46.4%0.024%
8/8/2024 LPL Financial LLC1,482,677$35.11M0.0%-0.9%1.249%
8/7/2024 Choreo LLC45,319$1.07M0.0%N/A0.038%
(Data available from 1/1/2016 forward)

PZA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PZA shares?

During the previous two years, 217 institutional investors and hedge funds held shares of Invesco National AMT-Free Municipal Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($728.38M), UBS Group AG ($66.27M), Cliftonlarsonallen Wealth Advisors LLC ($60.99M), Envestnet Asset Management Inc. ($48.53M), Wells Fargo & Company MN ($40.84M), LPL Financial LLC ($35.11M), and EP Wealth Advisors LLC ($31.72M).Learn more on PZA's institutional investors.

Which institutional investors have been buying Invesco National AMT-Free Municipal Bond ETF stock?

Of the 182 institutional investors that purchased Invesco National AMT-Free Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($8.09M), Cliftonlarsonallen Wealth Advisors LLC ($2.53M), Wright Fund Management LLC ($1.27M), Northwestern Mutual Wealth Management Co. ($1.24M), Goodman Advisory Group LLC ($1.15M), LPL Financial LLC ($1.10M), and EP Wealth Advisors LLC ($874.64K).

How much institutional buying is happening at Invesco National AMT-Free Municipal Bond ETF?

Institutional investors have bought a total of 31,638,243 shares in the last 24 months. This purchase volume represents approximately $745.80M in transactions.

Which Invesco National AMT-Free Municipal Bond ETF major shareholders have been selling company stock?

Of the 128 institutional investors that sold Invesco National AMT-Free Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Integrated Wealth Concepts LLC ($1.56M), Trustmark National Bank Trust Department ($1.07M), Envestnet Asset Management Inc. ($910.45K), 1900 Wealth Management LLC ($668.82K), Ackerman Capital Advisors LLC ($521.96K), Commonwealth Equity Services LLC ($462.12K), and UBS Group AG ($437.13K).

How much institutional selling is happening at Invesco National AMT-Free Municipal Bond ETF?

Institutional investors have sold a total of 11,009,273 shares in the last 24 months. This volume of shares sold represents approximately $257.03M in transactions.



This page (NYSEARCA:PZA) was last updated on 12/22/2024 by MarketBeat.com Staff
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