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

Invesco National AMT-Free Municipal Bond ETF logo
$21.94 -0.06 (-0.27%)
As of 07/18/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
173
Total
Institutional Inflows
(last 12 months)
$329.20M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$195.44M
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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
7/18/2025Northeast Financial Group Inc.77,662$1.74M0.5%+25.3%0.061%
7/18/2025Truist Financial Corp451,562$10.11M0.0%-0.8%0.357%
7/18/2025First United Bank & Trust18,061$404K0.1%-22.0%0.014%
7/17/2025 Albion Financial Group UT1,935$43K0.0%N/A0.002%
7/17/2025 Independence Bank of Kentucky4,872$109K0.0%-12.1%0.004%
7/16/2025 Spirepoint Private Client LLC58,550$1.31M0.1%N/A0.046%
7/16/2025 CX Institutional40,974$917K0.0%-94.8%0.032%
7/15/2025 McAdam LLC212,171$4.75M0.3%+9.2%0.168%
7/15/2025 TD Private Client Wealth LLC95,618$2.14M0.1%+19.8%0.076%
7/15/2025 James J. Burns & Company LLC9,380$210K0.0%-9.4%0.007%
7/15/2025 Kwmg LLC24,553$550K0.1%N/A0.019%
7/14/2025 Park Avenue Securities LLC89,095$2.00M0.0%N/A0.070%
7/11/2025 Annex Advisory Services LLC416,668$9.33M0.2%-46.9%0.329%
7/11/2025 Farther Finance Advisors LLC6,901$155K0.0%+11.0%0.005%
7/11/2025 Silver Oak Securities Incorporated12,579$282K0.0%-9.1%0.010%
7/11/2025 CX Institutional40,974$917K0.0%-94.8%0.032%
7/11/2025 UMB Bank n.a.35,536$796K0.0%-47.9%0.028%
7/10/2025 Anderson Hoagland & Co.259,342$5.81M0.6%-31.4%0.205%
7/10/2025 Stewardship Advisors LLC325,840$7.30M1.8%+1.0%0.258%
7/10/2025 Wealth Enhancement Advisory Services LLC236,774$5.30M0.0%+45.9%0.187%
7/9/2025 PFW Advisors LLC18,968$425K0.1%-47.8%0.015%
7/9/2025 Procyon Advisors LLC10,662$239K0.0%-39.9%0.008%
7/9/2025 FOCUS Wealth Advisors LLC42,254$946K0.5%+5.2%0.033%
7/7/2025 First Citizens Financial Corp10,202$228K0.1%N/A0.008%
6/2/2025Modern Wealth Management LLC9,701$224K0.0%-48.8%0.008%
5/21/2025 McAdam LLC194,325$4.48M0.3%-41.1%0.154%
5/20/2025Belpointe Asset Management LLC74,963$1.73M0.1%N/A0.059%
5/20/2025Fortis Capital Advisors LLC74,963$1.73M0.4%N/A0.059%
5/20/2025Flaharty Asset Management LLC1,951$45K0.0%N/A0.002%
5/19/2025Jane Street Group LLC1,275,986$29.40M0.0%+241.0%1.009%
5/19/2025Advisory Alpha LLC27,344$630K0.0%-15.9%0.022%
5/16/2025Goldman Sachs Group Inc.516,983$11.91M0.0%+3,380.4%0.407%
5/16/2025Jones Financial Companies Lllp3,691$85K0.0%-94.5%0.003%
5/16/2025NewEdge Advisors LLC26,979$622K0.0%-4.8%0.021%
5/16/2025Integrated Wealth Concepts LLC135,125$3.11M0.0%+75.6%0.107%
5/15/2025EP Wealth Advisors LLC1,452,311$33.46M0.3%+3.1%1.149%
5/15/2025Ashton Thomas Securities LLC194,567$4.48M1.2%+3.2%0.154%
5/15/2025Royal Bank of Canada276,172$6.36M0.0%-5.4%0.218%
5/15/2025Tortoise Investment Management LLC133,215$3.07M0.3%+1.9%0.105%
5/15/2025Gerber Kawasaki Wealth & Investment Management463,054$10.67M0.5%+21.6%0.366%
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5/14/2025Per Stirling Capital Management LLC.47,707$1.10M0.2%+14.1%0.038%
5/14/2025Jane Street Group LLC1,275,986$29.40M0.0%+241.0%1.009%
5/14/2025Comerica Bank470,189$10.83M0.0%-6.0%0.372%
5/14/2025Ally Invest Advisors Inc.26,013$599K0.1%+5.9%0.021%
5/14/2025Northwestern Mutual Wealth Management Co.906,842$20.89M0.0%-7.2%0.717%
5/14/2025Kestra Advisory Services LLC37,214$857K0.0%-46.6%0.029%
5/14/2025Dorsey & Whitney Trust CO LLC25,774$594K0.0%+2.8%0.020%
5/14/2025Petix & Botte Co135,752$3.13M0.8%+32.0%0.107%
5/13/2025Raymond James Financial Inc.579,379$13.35M0.0%-9.7%0.458%
5/13/2025Francis Financial Inc.53,718$1.24M0.3%+51.7%0.042%
5/13/2025HighTower Advisors LLC19,758$455K0.0%-11.9%0.016%
5/12/2025Northeast Financial Group Inc.62,000$1.43M0.5%+20.8%0.049%
5/12/2025Aveo Capital Partners LLC204,888$4.66M0.8%-3.3%0.162%
5/12/2025AlphaCore Capital LLC2,851$66K0.0%N/A0.002%
5/9/2025Greykasell Wealth Strategies Inc.4,639$107K0.1%N/A0.004%
5/9/2025Leeward Financial Partners LLC64,541$1.49M0.6%+4.6%0.051%
5/9/2025Exencial Wealth Advisors LLC16,874$389K0.0%-14.2%0.013%
5/9/2025Ackerman Capital Advisors LLC34,719$800K0.2%-20.6%0.027%
5/9/2025PNC Financial Services Group Inc.362,695$8.36M0.0%+9.4%0.287%
5/8/2025IFG Advisory LLC20,711$477K0.0%-27.9%0.016%
5/8/2025US Bancorp DE366,797$8.45M0.1%-2.7%0.290%
5/8/2025Harbour Investments Inc.6,687$154K0.0%-37.4%0.005%
5/8/2025Collaborative Wealth Managment Inc.72,794$1.68M0.8%+23.3%0.058%
5/8/2025 FOCUS Wealth Advisors LLC40,149$925K0.5%+11.1%0.032%
5/8/2025First Foundation Advisors134,937$3.11M0.1%-34.4%0.107%
5/7/2025Meeder Advisory Services Inc.239,137$5.51M0.3%+13.4%0.189%
5/7/2025LPL Financial LLC2,231,921$51.42M0.0%+9.0%1.765%
5/7/2025Inspire Advisors LLC15,276$352K0.0%N/A0.012%
5/7/2025First Heartland Consultants Inc.107,656$2.48M0.3%-6.4%0.085%
5/6/2025Assetmark Inc.339,330$7.82M0.0%+8.4%0.271%
5/6/2025Cetera Investment Advisers441,588$10.17M0.0%-26.2%0.352%
5/6/2025AE Wealth Management LLC16,410$378K0.0%+19.1%0.013%
5/6/2025Richardson Financial Services Inc.7,427$171K0.1%+7.9%0.006%
5/6/2025Choreo LLC44,207$1.02M0.0%+5.7%0.035%
5/6/2025Flynn Zito Capital Management LLC48,824$1.13M0.5%-10.7%0.039%
5/5/2025Private Advisor Group LLC79,294$1.83M0.0%+25.5%0.063%
5/5/2025Transce3nd LLC6,843$158K0.1%-8.7%0.005%
5/2/2025Parcion Private Wealth LLC985,215$22.70M1.9%+13.8%0.786%
5/2/2025PAX Financial Group LLC10,673$246K0.0%+14.8%0.009%
5/2/2025Sigma Planning Corp10,457$241K0.0%N/A0.008%
5/1/2025Harmony Asset Management LLC10,300$237K0.1%+10.8%0.008%
5/1/2025SteelPeak Wealth LLC115,568$2.66M0.1%-1.7%0.092%
4/30/2025Bernardo Wealth Planning LLC35,341$814K0.2%-2.2%0.028%
4/30/2025Allworth Financial LP454,642$10.23M0.1%-10.5%0.363%
4/30/2025Axxcess Wealth Management LLC13,747$317K0.0%N/A0.011%
4/30/2025Stratos Wealth Partners LTD.693,342$15.98M0.2%+22.8%0.553%
4/29/2025 TD Private Client Wealth LLC79,802$1.84M0.1%+1.1%0.064%
4/29/2025Envestnet Asset Management Inc.1,618,171$37.28M0.0%-36.5%1.290%
4/29/2025Concurrent Investment Advisors LLC48,711$1.12M0.0%+9.4%0.039%
4/29/2025Bank of New York Mellon Corp1,651,422$38.05M0.0%+7.4%1.317%
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4/29/2025Elite Financial Inc.5,400$124K0.1%N/A0.004%
4/29/2025Capital Investment Advisory Services LLC3,332$77K0.0%+88.1%0.003%
4/29/2025 Silver Oak Securities Incorporated13,835$318K0.0%+10.3%0.011%
4/28/2025 Revisor Wealth Management LLC30,292$698K0.3%N/A0.024%
4/28/2025Private Trust Co. NA2,232$51K0.0%+66.7%0.002%
4/28/2025Keybank National Association OH105,162$2.42M0.0%-0.8%0.084%
4/25/2025Rochester Wealth Strategies LLC85,466$1.97M1.6%N/A0.068%
4/25/2025Avidian Wealth Enterprises LLC23,085$532K0.0%+53.0%0.018%
4/25/2025Goodman Advisory Group LLC211,481$4.87M2.2%-72.3%0.169%
4/25/2025 Colonial River Investments LLC20,230$466K0.3%N/A0.016%
(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, 251 institutional investors and hedge funds held shares of Invesco National AMT-Free Municipal Bond ETF. The most heavily invested institutionals were Cliftonlarsonallen Wealth Advisors LLC ($85.25M), UBS Group AG ($66.27M), LPL Financial LLC ($51.42M), Wells Fargo & Company MN ($49.16M), Bank of New York Mellon Corp ($38.05M), Ameriprise Financial Inc. ($37.35M), and Envestnet Asset Management Inc. ($37.28M).Learn more on Invesco National AMT-Free Municipal Bond ETF's institutional investors.

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

Of the 223 institutional investors that purchased Invesco National AMT-Free Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cliftonlarsonallen Wealth Advisors LLC ($3.70M), Jane Street Group LLC ($2.65M), LPL Financial LLC ($1.63M), Raymond James Financial Inc. ($1.28M), Wright Fund Management LLC ($1.27M), Bank of New York Mellon Corp ($1.09M), and Envestnet Asset Management Inc. ($1.05M).

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

Institutional investors have bought a total of 14,052,192 shares in the last 24 months. This purchase volume represents approximately $329.20M in transactions.

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

Of the 105 institutional investors that sold Invesco National AMT-Free Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CX Institutional ($1.49M), Trustmark National Bank Trust Department ($1.20M), Envestnet Asset Management Inc. ($930.27K), Goodman Advisory Group LLC ($592.81K), 1900 Wealth Management LLC ($549.83K), Renaissance Technologies LLC ($460.56K), and Annex Advisory Services LLC ($368.70K).

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

Institutional investors have sold a total of 8,411,750 shares in the last 24 months. This volume of shares sold represents approximately $195.44M in transactions.


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This page (NYSEARCA:PZA) was last updated on 7/19/2025 by MarketBeat.com Staff
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