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

Invesco National AMT-Free Municipal Bond ETF logo
$23.46 -0.01 (-0.04%)
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)
120
Total
Institutional Inflows
(last 12 months)
$316.39M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$85.91M
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PZA Institutional Buying and Selling by Quarter

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
1/21/2025Petix & Botte Co102,832$2.43M0.6%+65.8%0.087%
1/21/2025Anderson Hoagland & Co.369,518$8.67M0.9%-6.6%0.311%
1/21/2025Stewardship Advisors LLC292,814$6.91M1.9%+4.9%0.247%
1/21/2025Dynamic Advisor Solutions LLC21,468$507K0.0%-13.6%0.018%
1/21/2025CX Institutional760,497$17.96M0.7%+21.6%0.640%
1/17/2025 Avior Wealth Management LLC5,912$137K0.0%+63.2%0.005%
1/17/2025 Janney Montgomery Scott LLC20,876$493K0.0%+79.6%0.018%
1/17/2025 Advisory Alpha LLC32,501$767K0.0%+17.2%0.027%
1/17/2025 Traphagen Investment Advisors LLC222,945$5.26M0.5%-9.4%0.188%
1/17/2025 Proquility Private Wealth Partners LLC93,589$2.21M0.7%-56.2%0.079%
1/16/2025 First United Bank & Trust21,796$515K0.2%+22.9%0.018%
1/16/2025 MassMutual Private Wealth & Trust FSB12,017$284K0.0%+22.9%0.010%
1/16/2025 UMB Bank n.a.85,285$2.01M0.0%-1.2%0.072%
1/16/2025 FOCUS Wealth Advisors LLC36,142$853K0.5%-4.9%0.030%
1/16/2025 Annex Advisory Services LLC712,036$16.81M0.5%N/A0.600%
1/16/2025 Bernardo Wealth Planning LLC36,128$843K0.2%-2.5%0.030%
1/15/2025 Merit Financial Group LLC43,546$1.03M0.0%-2.4%0.037%
1/15/2025 Procyon Advisors LLC17,789$420K0.0%-11.4%0.015%
1/15/2025 Towerpoint Wealth LLC9,192$217K0.1%N/A0.008%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC2,701,822$63.79M1.2%+7.0%2.275%
1/14/2025 Park Avenue Securities LLC125,360$2.96M0.0%+51.8%0.106%
1/13/2025 PFW Advisors LLC36,344$858K0.3%N/A0.031%
1/13/2025 Courier Capital LLC21,004$496K0.0%+17.8%0.018%
1/13/2025 Miracle Mile Advisors LLC755,238$17.83M0.4%+4.2%0.636%
1/13/2025 Kwmg LLC9,911$234K0.0%N/A0.008%
1/10/2025 ST Germain D J Co. Inc.10,488$248K0.0%N/A0.009%
1/3/2025 GAMMA Investing LLC1,802$43K0.0%-37.5%0.002%
12/26/2024JPMorgan Chase & Co.506,910$12.24M0.0%+9.3%0.427%
12/13/2024B. Riley Wealth Advisors Inc.13,691$331K0.0%-3.3%0.012%
11/25/2024Wilmington Savings Fund Society FSB3,267$79K0.0%N/A0.003%
11/25/2024World Investment Advisors LLC47,642$1.15M0.0%N/A0.040%
11/25/2024Sanctuary Advisors LLC30,355$725K0.0%+3.7%0.026%
11/20/2024Advisory Resource Group17,531$423K0.1%-8.8%0.015%
11/18/2024TD Private Client Wealth LLC64,037$1.55M0.0%-6.5%0.054%
11/15/2024Goodman Advisory Group LLC723,398$17.47M5.0%+0.5%0.609%
11/15/2024Brophy Wealth Management LLC20,049$484K0.2%N/A0.017%
11/15/2024MML Investors Services LLC476,728$11.51M0.0%+14.6%0.401%
11/15/2024EP Wealth Advisors LLC1,313,420$31.72M0.3%+0.6%1.106%
11/15/2024Jane Street Group LLC29,601$715K0.0%-90.7%0.025%
11/15/2024Stifel Financial Corp769,060$18.57M0.0%+7.2%0.648%
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11/15/2024IHT Wealth Management LLC267,094$6.45M0.2%+1.9%0.225%
11/15/2024Integrated Wealth Concepts LLC64,641$1.56M0.0%+16.7%0.054%
11/15/2024HighTower Advisors LLC22,950$554K0.0%-10.3%0.019%
11/14/2024Kolinsky Wealth Management LLC17,082$413K0.3%N/A0.014%
11/14/2024Rockefeller Capital Management L.P.189,610$4.58M0.0%-3.3%0.160%
11/13/2024Townsquare Capital LLC25,826$624K0.0%+19.5%0.022%
11/13/2024FMR LLC6,868$166K0.0%+66.9%0.006%
11/13/2024Wiser Advisor Group LLC21,475$519K0.8%-2.1%0.018%
11/12/2024Meridian Wealth Management LLC10,550$255K0.0%+13.4%0.009%
11/12/2024Running Point Capital Advisors LLC31,315$756K0.3%+9.3%0.026%
11/9/2024Trustmark National Bank Trust Department641,901$15.50M1.2%-59.7%0.541%
11/8/2024King Luther Capital Management Corp150,503$3.64M0.0%+10.0%0.127%
11/8/2024Prospera Private Wealth LLC3,520$85K0.0%N/A0.003%
11/8/2024 Avior Wealth Management LLC3,623$85K0.0%+3,523.0%0.003%
11/8/2024PNC Financial Services Group Inc.335,361$8.10M0.0%-2.6%0.282%
11/7/2024Meeder Advisory Services Inc.192,967$4.66M0.3%+14.9%0.162%
11/7/2024Thrivent Financial for Lutherans130,439$3.15M0.0%-19.4%0.110%
11/6/2024Northeast Financial Group Inc.48,899$1.18M0.4%+29.9%0.041%
11/6/2024Main Street Financial Solutions LLC33,966$820K0.1%+17.7%0.029%
11/5/2024First Heartland Consultants Inc.123,434$2.98M0.3%-2.9%0.104%
11/4/2024Ashton Thomas Securities LLC166,470$4.02M0.8%-4.1%0.140%
11/4/20241900 Wealth Management LLC852,161$20.31M1.8%+13.5%0.718%
11/4/2024Sigma Planning Corp8,426$203K0.0%-6.6%0.007%
11/1/2024Assetmark Inc.317,843$7.68M0.0%-3.8%0.268%
10/31/2024Concurrent Investment Advisors LLC40,771$985K0.0%+5.9%0.034%
10/30/2024Avidian Wealth Enterprises LLC46,373$1.12M0.1%-35.9%0.039%
10/30/2024ASB Consultores LLC12,942$313K0.1%-10.1%0.011%
10/30/2024James J. Burns & Company LLC12,331$298K0.1%-28.0%0.010%
10/30/2024Leeward Financial Partners LLC58,177$1.41M0.5%+3.2%0.049%
10/29/2024Argonautica Private Wealth Management Inc.20,997$507K0.2%-3.9%0.018%
10/29/2024Farther Finance Advisors LLC4,234$102K0.0%+7,888.7%0.004%
10/28/2024Gladstone Institutional Advisory LLC58,875$1.42M0.1%+19.0%0.050%
10/28/2024Lebenthal Global Advisors LLC87,884$2.12M0.4%-6.3%0.074%
10/28/2024Creative Financial Designs Inc. ADV9,180$222K0.0%-13.9%0.008%
10/28/2024US Bancorp DE365,102$8.82M0.0%+13.5%0.307%
10/25/2024SteelPeak Wealth LLC116,962$2.83M0.1%-4.3%0.098%
10/24/2024Richardson Financial Services Inc.8,661$206K0.1%+27.1%0.007%
10/24/2024Ackerman Capital Advisors LLC44,369$1.07M0.3%-20.1%0.037%
10/23/2024Parcion Private Wealth LLC824,250$19.91M1.7%+23.0%0.694%
10/23/2024Allworth Financial LP488,666$11.80M0.1%+0.6%0.412%
10/22/2024McAdam LLC307,774$7.43M0.4%-3.4%0.259%
10/22/2024Altus Wealth Group LLC9,250$223K0.1%N/A0.008%
10/22/2024Private 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%
10/21/2024Fortis Group Advisors LLC43,745$1.06M0.2%+32.6%0.037%
10/21/2024Stewardship 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%
10/19/2024 Bernardo Wealth Planning LLC37,038$889K0.2%-5.5%0.031%
10/18/2024Raymond James & Associates276,522$6.68M0.0%-2.1%0.233%
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10/17/2024Stratos Wealth Partners LTD.605,792$14.63M0.2%+4.4%0.510%
10/16/2024Good Life Advisors LLC11,472$277K0.0%N/A0.010%
10/16/2024Kowal 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%
10/11/2024Creative Planning17,919$433K0.0%-9.7%0.015%
10/11/2024CX Institutional625,473$15.11M0.7%+2.7%0.527%
10/8/2024Anderson Hoagland & Co.395,508$9.54M1.0%-0.8%0.333%
10/8/2024Dynamic Advisor Solutions LLC24,835$600K0.0%-2.0%0.021%
(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, 220 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. ($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 187 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 ($2.70M), Wright Fund Management LLC ($1.27M), Northwestern Mutual Wealth Management Co. ($1.24M), LPL Financial LLC ($1.10M), CX Institutional ($926.45K), 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 32,368,136 shares in the last 24 months. This purchase volume represents approximately $763.43M 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 ($1.07M), 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 11,047,097 shares in the last 24 months. This volume of shares sold represents approximately $258.02M in transactions.


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This page (NYSEARCA:PZA) was last updated on 1/21/2025 by MarketBeat.com Staff
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