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

Invesco National AMT-Free Municipal Bond ETF logo
$23.13 -0.09 (-0.39%)
Closing price 03/25/2025 04:10 PM Eastern
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$22.86 -0.27 (-1.17%)
As of 03/25/2025 05:12 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.
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Institutional Ownership Changes (13F Filings) for Invesco National AMT-Free Municipal Bond ETF (NYSEARCA:PZA)

Number of
Institutional Buyers
(last 12 months)
147
Total
Institutional Inflows
(last 12 months)
$317.69M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$103.45M
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PZA Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC157,740$3.72M0.0%-11.9%0.122%
2/25/2025 B. Riley Wealth Advisors Inc.14,803$349K0.0%+8.1%0.011%
2/24/2025 Liberty Square Wealth Partners LLC10,437$246K0.1%N/A0.008%
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%
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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%
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%
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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%
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%
(Data available from 1/1/2016 forward)

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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 33,067,434 shares in the last 24 months. This purchase volume represents approximately $782.85M in transactions.

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

Of the 130 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 10,707,639 shares in the last 24 months. This volume of shares sold represents approximately $251.38M in transactions.


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This page (NYSEARCA:PZA) was last updated on 3/26/2025 by MarketBeat.com Staff
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