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

Invesco National AMT-Free Municipal Bond ETF logo
$22.53 +0.07 (+0.31%)
As of 04:10 PM Eastern
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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)
149
Total
Institutional Inflows
(last 12 months)
$322.49M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$104.23M
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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
4/16/2025Opal Wealth Advisors LLC4,145$96K0.0%N/A0.003%
4/16/2025Pathway Financial Advisors LLC8,909$205K0.0%N/A0.007%
4/16/2025Wealth Enhancement Advisory Services LLC162,310$3.74M0.0%+2.9%0.129%
4/15/2025 First United Bank & Trust23,146$533K0.2%+6.2%0.018%
4/15/2025 CX Institutional787,564$18.15M0.7%+3.6%0.628%
4/14/2025 Farther Finance Advisors LLC6,219$144K0.0%+44.6%0.005%
4/14/2025 Miracle Mile Advisors LLC827,357$19.06M0.4%+9.5%0.644%
4/14/2025 UMB Bank n.a.68,199$1.57M0.0%-20.0%0.053%
4/11/2025 Independence Bank of Kentucky5,540$128K0.0%+134.4%0.004%
4/11/2025 Annex Advisory Services LLC785,365$18.10M0.5%+10.3%0.612%
4/9/2025 Merit Financial Group LLC42,782$986K0.0%-1.8%0.033%
4/9/2025 Anderson Hoagland & Co.377,866$8.38M1.0%+2.3%0.294%
4/9/2025 Towerpoint Wealth LLC10,094$233K0.1%+9.8%0.008%
4/8/2025 James J. Burns & Company LLC10,351$238K0.0%-16.7%0.008%
4/8/2025 Advisory Alpha LLC15,868$366K0.0%-51.2%0.012%
4/7/2025 GAMMA Investing LLC34,744$8.01M0.0%+1,828.1%0.027%
3/17/2025Wealth Enhancement Advisory Services LLC157,740$3.72M0.0%-11.9%0.122%
2/25/2025B. Riley Wealth Advisors Inc.14,803$349K0.0%+8.1%0.011%
2/24/2025Liberty Square Wealth Partners LLC10,437$246K0.1%N/A0.008%
2/18/2025Harmony Asset Management LLC9,300$220K0.1%N/A0.008%
2/18/2025MidWestOne Financial Group Inc.15,000$354K0.0%N/A0.013%
2/18/2025Elequin Capital LP22,839$539K0.0%N/A0.019%
2/18/2025First Heartland Consultants Inc.114,976$2.72M0.3%-6.9%0.097%
2/18/2025Kolinsky Wealth Management LLC20,665$488K0.3%+21.0%0.017%
2/17/2025Waverly Advisors LLC66,163$1.56M0.0%-7.3%0.056%
2/17/2025Millennium Management LLC9,929$234K0.0%N/A0.008%
2/17/2025Francis Financial Inc.35,408$836K0.2%+7.6%0.030%
2/17/2025Clark Capital Management Group Inc.185,345$4.38M0.0%+42.6%0.156%
2/17/2025EP Wealth Advisors LLC1,408,827$33.26M0.3%+7.3%1.186%
2/17/2025Cetera Investment Advisers598,113$14.12M0.0%+11.2%0.504%
2/17/2025Cary Street Partners Financial LLC11,077$262K0.0%N/A0.009%
2/17/2025Ameriprise Financial Inc.1,571,318$37.35M0.0%-9.3%1.323%
2/17/2025Aptus Capital Advisors LLC7,651$181K0.0%+24.2%0.006%
2/14/2025Mercer Global Advisors Inc. ADV12,946$306K0.0%-90.4%0.011%
2/14/2025Jane Street Group LLC374,209$8.84M0.0%+1,164.2%0.315%
2/14/2025Westbourne Investments Inc.17,115$394K0.2%N/A0.014%
2/14/2025Comerica Bank500,006$11.81M0.0%-0.2%0.421%
2/14/2025Two Sigma Securities LLC12,694$300K0.0%N/A0.011%
2/14/2025Integrated Wealth Concepts LLC76,958$1.82M0.0%+19.1%0.065%
2/14/2025IHT Wealth Management LLC281,168$6.64M0.2%+5.3%0.237%
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2/14/2025Stifel Financial Corp721,592$17.04M0.0%-6.2%0.608%
2/14/2025Vectors Research Management LLC21,004$496K0.2%+17.8%0.018%
2/14/2025Transce3nd LLC7,493$177K0.1%N/A0.006%
2/14/2025MML Investors Services LLC706,924$16.69M0.1%+48.3%0.595%
2/14/2025Goodman Advisory Group LLC763,450$18.03M5.3%+5.5%0.643%
2/13/2025NewEdge Advisors LLC28,350$669K0.0%-29.6%0.024%
2/13/2025Main Street Financial Solutions LLC36,382$859K0.1%+7.1%0.031%
2/13/2025Ally Invest Advisors Inc.24,561$580K0.1%+31.4%0.021%
2/13/2025Mariner LLC40,724$961K0.0%N/A0.034%
2/13/2025Trustmark National Bank Trust Department393,695$9.30M0.7%-38.7%0.332%
2/13/2025Synovus Financial Corp13,207$312K0.0%N/A0.011%
2/13/2025Seeds Investor LLC349,904$8.26M2.4%N/A0.295%
2/13/2025Townsquare Capital LLC29,935$707K0.0%+15.9%0.025%
2/13/2025Rockefeller Capital Management L.P.164,798$3.89M0.0%-13.1%0.139%
2/13/2025First Foundation Advisors205,601$4.85M0.2%-37.6%0.173%
2/13/2025Raymond James Financial Inc.641,717$15.15M0.0%N/A0.540%
2/13/2025Renaissance Technologies LLC117,200$2.77M0.0%-79.7%0.099%
2/13/2025Sepio Capital LP17,647$417K0.0%N/A0.015%
2/13/2025Envestnet Asset Management Inc.2,548,441$60.17M0.0%+20.1%2.146%
2/13/2025Wells Fargo & Company MN2,082,020$49.16M0.0%+15.0%1.753%
2/13/2025Leeward Financial Partners LLC61,722$1.46M0.5%+6.1%0.052%
2/12/2025PAX Financial Group LLC9,294$219K0.0%N/A0.008%
2/12/2025Meeder Advisory Services Inc.210,861$4.98M0.3%+9.3%0.178%
2/12/2025Orion Portfolio Solutions LLC10,194$241K0.0%N/A0.009%
2/12/2025AssuredPartners Investment Advisors LLC97,305$2.30M0.5%N/A0.082%
2/12/2025JPMorgan Chase & Co.515,768$12.18M0.0%+1.7%0.434%
2/12/2025Financial Counselors Inc.10,721$253K0.0%N/A0.009%
2/11/2025Ashton Thomas Securities LLC188,530$4.45M1.2%+13.3%0.159%
2/11/2025Modern Wealth Management LLC16,019$379K0.0%N/A0.013%
2/11/2025LPL Financial LLC2,047,015$48.33M0.0%+29.6%1.724%
2/11/2025TD Private Client Wealth LLC78,958$1.86M0.1%+23.3%0.066%
2/11/2025ProVise Management Group LLC42,085$994K0.1%+7.3%0.035%
2/10/2025Thrivent Financial for Lutherans111,681$2.64M0.0%-14.4%0.094%
2/10/2025Collaborative Wealth Managment Inc.59,052$1.39M0.6%-9.7%0.050%
2/10/2025Corient Private Wealth LLC10,279$243K0.0%-53.0%0.009%
2/10/2025Envestnet Portfolio Solutions Inc.19,971$472K0.0%+26.4%0.017%
2/10/2025Commonwealth Equity Services LLC92,373$2.18M0.0%-7.5%0.078%
2/10/2025Mascoma Wealth Management LLC20,647$487K0.1%-5.2%0.017%
2/10/2025EverSource Wealth Advisors LLC8,547$202K0.0%-10.9%0.007%
2/7/2025HighTower Advisors LLC22,423$529K0.0%-2.3%0.019%
2/7/2025King Luther Capital Management Corp40,880$965K0.0%-72.8%0.034%
2/7/2025Tortoise Investment Management LLC130,681$3.09M0.3%-0.6%0.110%
2/7/2025Independent Advisor Alliance349,463$8.25M0.1%N/A0.294%
2/7/2025Dorsey & Whitney Trust CO LLC25,065$592K0.0%+2.9%0.021%
2/7/2025PNC Financial Services Group Inc.331,452$7.83M0.0%-1.2%0.279%
2/6/2025Raymond James Financial Inc.641,717$15.15M0.0%N/A0.540%
2/6/2025Cullen Frost Bankers Inc.2,373$56K0.0%-34.9%0.002%
2/6/2025Assetmark Inc.313,160$7.39M0.0%-1.5%0.264%
2/6/2025Keybank National Association OH105,997$2.50M0.0%+88.9%0.089%
2/6/2025Exencial Wealth Advisors LLC19,674$465K0.0%+23.1%0.017%
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When you see what could happen – I think you’ll be excited.
2/6/2025Steward Partners Investment Advisory LLC17,836$421K0.0%-2.7%0.015%
2/6/2025Interactive Financial Advisors Inc.9,176$217K0.1%+6.9%0.008%
2/6/2025Jones Financial Companies Lllp67,339$1.59M0.0%+34.3%0.057%
2/5/2025MMA Asset Management LLC36,908$871K0.4%-41.7%0.031%
2/5/2025US Bancorp DE377,004$8.90M0.0%+3.3%0.317%
2/5/2025Wiser Advisor Group LLC20,784$491K0.7%-3.2%0.018%
2/5/2025Parkside Financial Bank & Trust9,898$234K0.0%+100.0%0.008%
2/5/2025Oppenheimer & Co. Inc.9,196$217K0.0%N/A0.008%
2/5/2025Flynn Zito Capital Management LLC54,667$1.29M0.6%+1.4%0.046%
2/5/2025Argonautica Private Wealth Management Inc.17,211$406K0.1%-18.0%0.014%
(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 211 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 33,080,340 shares in the last 24 months. This purchase volume represents approximately $783.00M 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 10,733,439 shares in the last 24 months. This volume of shares sold represents approximately $251.96M in transactions.


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This page (NYSEARCA:PZA) was last updated on 4/16/2025 by MarketBeat.com Staff
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