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

Invesco National AMT-Free Municipal Bond ETF logo
$23.70 +0.09 (+0.38%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$23.69 -0.01 (-0.04%)
As of 02/21/2025 06:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
148
Total
Institutional Inflows
(last 12 months)
$338.71M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$105.56M
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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
2/18/2025 Harmony Asset Management LLC9,300$220K0.1%N/A0.008%
2/18/2025 MidWestOne Financial Group Inc.15,000$354K0.0%N/A0.013%
2/18/2025 Elequin Capital LP22,839$539K0.0%N/A0.019%
2/18/2025 First Heartland Consultants Inc.114,976$2.72M0.3%-6.9%0.097%
2/18/2025 Kolinsky Wealth Management LLC20,665$488K0.3%+21.0%0.017%
2/17/2025 Waverly Advisors LLC66,163$1.56M0.0%-7.3%0.056%
2/17/2025 Millennium Management LLC9,929$234K0.0%N/A0.008%
2/17/2025 Francis Financial Inc.35,408$836K0.2%+7.6%0.030%
2/17/2025 Clark Capital Management Group Inc.185,345$4.38M0.0%+42.6%0.156%
2/17/2025 EP Wealth Advisors LLC1,408,827$33.26M0.3%+7.3%1.186%
2/17/2025 Cetera Investment Advisers598,113$14.12M0.0%+11.2%0.504%
2/17/2025 Cary Street Partners Financial LLC11,077$262K0.0%N/A0.009%
2/17/2025 Ameriprise Financial Inc.1,571,318$37.35M0.0%-9.3%1.323%
2/17/2025 Aptus Capital Advisors LLC7,651$181K0.0%+24.2%0.006%
2/14/2025 Mercer Global Advisors Inc. ADV12,946$306K0.0%-90.4%0.011%
2/14/2025 Jane Street Group LLC374,209$8.84M0.0%+1,164.2%0.315%
2/14/2025 Westbourne Investments Inc.17,115$394K0.2%N/A0.014%
2/14/2025 Comerica Bank500,006$11.81M0.0%-0.2%0.421%
2/14/2025 Two Sigma Securities LLC12,694$300K0.0%N/A0.011%
2/14/2025 Integrated Wealth Concepts LLC76,958$1.82M0.0%+19.1%0.065%
2/14/2025 IHT Wealth Management LLC281,168$6.64M0.2%+5.3%0.237%
2/14/2025 Stifel Financial Corp721,592$17.04M0.0%-6.2%0.608%
2/14/2025 Vectors Research Management LLC21,004$496K0.2%+17.8%0.018%
2/14/2025 Transce3nd LLC7,493$177K0.1%N/A0.006%
2/14/2025 MML Investors Services LLC706,924$16.69M0.1%+48.3%0.595%
2/14/2025 Goodman Advisory Group LLC763,450$18.03M5.3%+5.5%0.643%
2/13/2025 NewEdge Advisors LLC28,350$669K0.0%-29.6%0.024%
2/13/2025 Main Street Financial Solutions LLC36,382$859K0.1%+7.1%0.031%
2/13/2025 Ally Invest Advisors Inc.24,561$580K0.1%+31.4%0.021%
2/13/2025 Mariner LLC40,724$961K0.0%N/A0.034%
2/13/2025 Trustmark National Bank Trust Department393,695$9.30M0.7%-38.7%0.332%
2/13/2025 Synovus Financial Corp13,207$312K0.0%N/A0.011%
2/13/2025 Seeds Investor LLC349,904$8.26M2.4%N/A0.295%
2/13/2025 Townsquare Capital LLC29,935$707K0.0%+15.9%0.025%
2/13/2025 Rockefeller Capital Management L.P.164,798$3.89M0.0%-13.1%0.139%
2/13/2025 First Foundation Advisors205,601$4.85M0.2%-37.6%0.173%
2/13/2025 Raymond James Financial Inc.641,717$15.15M0.0%N/A0.540%
2/13/2025 Renaissance Technologies LLC117,200$2.77M0.0%-79.7%0.099%
2/13/2025 Sepio Capital LP17,647$417K0.0%N/A0.015%
2/13/2025 Envestnet Asset Management Inc.2,548,441$60.17M0.0%+20.1%2.146%
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2/13/2025 Wells Fargo & Company MN2,082,020$49.16M0.0%+15.0%1.753%
2/13/2025 Leeward Financial Partners LLC61,722$1.46M0.5%+6.1%0.052%
2/12/2025 PAX Financial Group LLC9,294$219K0.0%N/A0.008%
2/12/2025 Meeder Advisory Services Inc.210,861$4.98M0.3%+9.3%0.178%
2/12/2025 Orion Portfolio Solutions LLC10,194$241K0.0%N/A0.009%
2/12/2025 AssuredPartners Investment Advisors LLC97,305$2.30M0.5%N/A0.082%
2/12/2025 JPMorgan Chase & Co.515,768$12.18M0.0%+1.7%0.434%
2/12/2025 Financial Counselors Inc.10,721$253K0.0%N/A0.009%
2/11/2025 Ashton Thomas Securities LLC188,530$4.45M1.2%+13.3%0.159%
2/11/2025 Modern Wealth Management LLC16,019$379K0.0%N/A0.013%
2/11/2025 LPL Financial LLC2,047,015$48.33M0.0%+29.6%1.724%
2/11/2025 TD Private Client Wealth LLC78,958$1.86M0.1%+23.3%0.066%
2/11/2025 ProVise Management Group LLC42,085$994K0.1%+7.3%0.035%
2/10/2025 Thrivent Financial for Lutherans111,681$2.64M0.0%-14.4%0.094%
2/10/2025 Collaborative Wealth Managment Inc.59,052$1.39M0.6%-9.7%0.050%
2/10/2025 Corient Private Wealth LLC10,279$243K0.0%-53.0%0.009%
2/10/2025 Envestnet Portfolio Solutions Inc.19,971$472K0.0%+26.4%0.017%
2/10/2025 Commonwealth Equity Services LLC92,373$2.18M0.0%-7.5%0.078%
2/10/2025 Mascoma Wealth Management LLC20,647$487K0.1%-5.2%0.017%
2/10/2025 EverSource Wealth Advisors LLC8,547$202K0.0%-10.9%0.007%
2/7/2025 HighTower Advisors LLC22,423$529K0.0%-2.3%0.019%
2/7/2025 King Luther Capital Management Corp40,880$965K0.0%-72.8%0.034%
2/7/2025 Tortoise Investment Management LLC130,681$3.09M0.3%-0.6%0.110%
2/7/2025 Independent Advisor Alliance349,463$8.25M0.1%N/A0.294%
2/7/2025 Dorsey & Whitney Trust CO LLC25,065$592K0.0%+2.9%0.021%
2/7/2025 PNC Financial Services Group Inc.331,452$7.83M0.0%-1.2%0.279%
2/6/2025 Raymond James Financial Inc.641,717$15.15M0.0%N/A0.540%
2/6/2025 Cullen Frost Bankers Inc.2,373$56K0.0%-34.9%0.002%
2/6/2025 Assetmark Inc.313,160$7.39M0.0%-1.5%0.264%
2/6/2025 Keybank National Association OH105,997$2.50M0.0%+88.9%0.089%
2/6/2025 Exencial Wealth Advisors LLC19,674$465K0.0%+23.1%0.017%
2/6/2025 Steward Partners Investment Advisory LLC17,836$421K0.0%-2.7%0.015%
2/6/2025 Interactive Financial Advisors Inc.9,176$217K0.1%+6.9%0.008%
2/6/2025 Jones Financial Companies Lllp67,339$1.59M0.0%+34.3%0.057%
2/5/2025 MMA Asset Management LLC36,908$871K0.4%-41.7%0.031%
2/5/2025 US Bancorp DE377,004$8.90M0.0%+3.3%0.317%
2/5/2025 Wiser Advisor Group LLC20,784$491K0.7%-3.2%0.018%
2/5/2025 Parkside Financial Bank & Trust9,898$234K0.0%+100.0%0.008%
2/5/2025 Oppenheimer & Co. Inc.9,196$217K0.0%N/A0.008%
2/5/2025 Flynn Zito Capital Management LLC54,667$1.29M0.6%+1.4%0.046%
2/5/2025 Argonautica Private Wealth Management Inc.17,211$406K0.1%-18.0%0.014%
2/4/2025 Ackerman Capital Advisors LLC43,752$1.03M0.3%-1.4%0.037%
2/4/2025 TruNorth Capital Management LLC6,500$153K2.0%+8.3%0.005%
2/4/2025 Bank of New York Mellon Corp1,537,730$36.31M0.0%+12.4%1.295%
2/4/2025 BCGM Wealth Management LLC16,327$385K0.1%-3.0%0.014%
2/3/2025 Passumpsic Savings Bank12,865$304K0.2%+11.2%0.011%
2/3/2025 Parcion Private Wealth LLC865,363$20.43M1.6%+5.0%0.729%
2/3/2025 Concurrent Investment Advisors LLC44,540$1.05M0.0%+9.2%0.038%
2/3/2025 Private Advisor Group LLC63,162$1.49M0.0%-4.7%0.053%
2/3/2025 Werba Rubin Papier Wealth Management9,770$231K0.1%-24.1%0.008%
Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry." (Ad)

If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk’s new technology could help launch an entirely new multitrillion-dollar industry.

1/31/2025 Global Retirement Partners LLC2,856$67K0.0%-20.4%0.002%
1/31/2025 Atlas Legacy Advisors LLC11,795$278K0.1%N/A0.010%
1/31/2025 Fortis Group Advisors LLC33,908$801K0.1%-22.5%0.029%
1/31/2025 Truist Financial Corp463,344$10.94M0.0%+26.1%0.390%
1/31/2025 Sanctuary Advisors LLC28,937$681K0.0%-4.7%0.024%
1/30/2025 Allworth Financial LP507,894$11.94M0.1%+3.9%0.428%
1/30/2025 Principal Securities Inc.87,879$2.08M0.0%+68.8%0.074%
1/30/2025 Vontobel Holding Ltd.8,974$212K0.0%N/A0.008%
1/29/2025 Avidian Wealth Enterprises LLC15,092$356K0.0%-67.5%0.013%
1/29/2025 Gladstone Institutional Advisory LLC51,605$1.22M0.1%-12.3%0.043%
(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, 244 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 ($63.79M), Envestnet Asset Management Inc. ($60.17M), Wells Fargo & Company MN ($49.16M), LPL Financial LLC ($48.33M), and Ameriprise Financial Inc. ($37.35M).Learn more on PZA's institutional investors.

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

Of the 213 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 ($6.52M), Cliftonlarsonallen Wealth Advisors LLC ($2.70M), LPL Financial LLC ($1.56M), Raymond James Financial Inc. ($1.28M), Wright Fund Management LLC ($1.27M), Envestnet Asset Management Inc. ($1.05M), and Bank of New York Mellon Corp ($972.61K).

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

Institutional investors have bought a total of 33,246,534 shares in the last 24 months. This purchase volume represents approximately $786.95M in transactions.

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

Of the 131 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 ($1.32M), Envestnet Asset Management Inc. ($586.92K), 1900 Wealth Management LLC ($551.74K), Ackerman Capital Advisors LLC ($522.58K), Renaissance Technologies LLC ($460.56K), and Goodman Advisory Group LLC ($331.62K).

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

Institutional investors have sold a total of 10,704,506 shares in the last 24 months. This volume of shares sold represents approximately $251.29M in transactions.



This page (NYSEARCA:PZA) was last updated on 2/22/2025 by MarketBeat.com Staff
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