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

Invesco National AMT-Free Municipal Bond ETF logo
$23.29 -0.01 (-0.04%)
Closing price 04:10 PM Eastern
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$23.22 -0.07 (-0.32%)
As of 04:40 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)
182
Total
Institutional Inflows
(last 12 months)
$378.12M
Number of
Institutional Sellers
(last 12 months)
117
Total
Institutional Outflows
(last 12 months)
$254.48M
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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
10/14/2025Cliftonlarsonallen Wealth Advisors LLC4,148,197$95.78M1.5%+6.5%2.861%
10/14/2025Parcion Private Wealth LLC9,573$221K0.0%-87.4%0.007%
10/14/2025PFW Advisors LLC26,820$619K0.2%+41.4%0.018%
10/8/2025 Kwmg LLC12,458$288K0.0%-49.3%0.009%
10/7/2025 FOCUS Wealth Advisors LLC45,316$1.05M0.5%+7.2%0.032%
10/7/2025 Traphagen Investment Advisors LLC225,925$5.22M0.4%+10.5%0.159%
10/3/2025 KFA Private Wealth Group LLC9,195$212K0.1%-70.6%0.006%
9/4/2025Osaic Holdings Inc.597,461$13.40M0.0%+15.3%0.470%
8/27/2025Orion Porfolio Solutions LLC15,003$336K0.0%N/A0.012%
8/26/2025Thrivent Financial for Lutherans18,151$406K0.0%N/A0.014%
8/19/2025MRP Capital Investments LLC21,361$478K0.3%+17.1%0.017%
8/19/2025Advisory Services Network LLC89,381$1.97M0.0%-9.3%0.070%
8/15/2025Captrust Financial Advisors33,735$755K0.0%+53.0%0.027%
8/15/2025Orion Porfolio Solutions LLC15,003$336K0.0%N/A0.012%
8/15/2025MML Investors Services LLC386,756$8.66M0.0%-9.2%0.304%
8/15/2025IHT Wealth Management LLC314,501$7.04M0.2%+13.5%0.247%
8/15/2025Great Valley Advisor Group Inc.10,334$231K0.0%N/A0.008%
8/15/2025Garden State Investment Advisory Services LLC40,230$901K0.2%N/A0.032%
8/15/2025EP Wealth Advisors LLC1,527,981$34.21M0.2%+5.2%1.201%
8/15/2025Ameriprise Financial Inc.895,745$20.04M0.0%-23.3%0.704%
8/14/2025Jane Street Group LLC1,016,395$22.76M0.0%-20.3%0.799%
8/14/2025Ausdal Financial Partners Inc.45,016$1.01M0.1%-2.2%0.035%
8/14/2025Raymond James Financial Inc.662,725$14.84M0.0%+14.4%0.521%
8/14/2025Main Street Financial Solutions LLC50,013$1.12M0.1%+3.6%0.039%
8/14/2025NewEdge Advisors LLC25,048$561K0.0%-7.2%0.020%
8/14/2025Qube Research & Technologies Ltd18,768$420K0.0%+196.7%0.015%
8/14/2025Gerber Kawasaki Wealth & Investment Management499,706$11.19M0.4%+7.9%0.393%
8/14/2025Transce3nd LLC5,048$113K0.0%-26.2%0.004%
8/14/2025Ally Invest Advisors Inc.28,883$647K0.1%+11.0%0.023%
8/13/2025Per Stirling Capital Management LLC.38,397$860K0.1%-19.5%0.030%
8/13/2025Flow Traders U.S. LLC26,155$586K0.0%N/A0.021%
8/13/2025EverSource Wealth Advisors LLC2,237$50K0.0%-74.0%0.002%
8/13/2025Bernardo Wealth Planning LLC32,370$725K0.2%-8.4%0.025%
8/13/2025Trustmark Bank Trust Department279,366$6.26M0.4%-26.4%0.220%
8/13/2025Quadrature Capital Ltd615,447$13.78M0.2%N/A0.484%
8/13/2025Northwestern Mutual Wealth Management Co.1,426,686$31.94M0.0%+57.3%1.121%
8/13/2025Choreo LLC45,380$1.02M0.0%+2.7%0.036%
8/12/2025XTX Topco Ltd12,731$285K0.0%N/A0.010%
8/12/2025Steward Partners Investment Advisory LLC19,323$433K0.0%+8.3%0.015%
8/12/2025MAI Capital Management1,421$32K0.0%N/A0.001%
8/12/2025Seeds Investor LLC276,894$6.20M1.5%-22.8%0.218%
8/12/2025JPMorgan Chase & Co.507,167$11.36M0.0%-47.9%0.399%
8/11/2025Pineridge Advisors LLC5,862$131K0.0%-20.3%0.005%
8/11/2025Inspire Advisors LLC10,776$241K0.0%-29.5%0.009%
8/11/2025PAX Financial Group LLC11,845$265K0.1%+11.0%0.009%
8/8/2025Tortoise Investment Management LLC282,105$6.32M0.6%+111.8%0.223%
8/8/2025Rockefeller Capital Management L.P.422,156$9.45M0.0%+207.3%0.334%
8/8/2025Collaborative Wealth Managment Inc.79,982$1.79M0.8%+9.9%0.063%
8/8/2025Cetera Investment Advisers527,388$11.81M0.0%+19.4%0.417%
8/8/2025Creative Planning77,466$1.73M0.0%-42.8%0.061%
8/8/2025Petix & Botte Co161,382$3.61M0.9%+18.9%0.128%
8/8/2025PNC Financial Services Group Inc.326,640$7.31M0.0%-9.9%0.258%
8/7/2025Vise Technologies Inc.16,196$363K0.0%N/A0.013%
8/7/2025Allworth Financial LP440,002$9.85M0.0%-3.2%0.348%
8/7/2025King Luther Capital Management Corp35,583$797K0.0%-13.0%0.028%
8/6/2025AE Wealth Management LLC20,551$460K0.0%+25.2%0.016%
8/6/2025Vestmark Advisory Solutions Inc.64,634$1.45M0.0%N/A0.051%
8/6/2025Atlas Legacy Advisors LLC11,165$250K0.1%N/A0.009%
8/6/2025New Millennium Group LLC3,833$86K0.0%N/A0.003%
8/5/2025Bank of New York Mellon Corp1,791,500$40.11M0.0%+8.5%1.417%
8/5/2025Westside Investment Management Inc.2,500$56K0.0%N/A0.002%
8/5/2025MMA Asset Management LLC35,868$803K0.3%-2.8%0.028%
8/5/2025American Institute for Advanced Investment Management LLP12,045$270K0.2%+14.2%0.010%
8/4/2025Leeward Financial Partners LLC70,233$1.57M0.5%+8.8%0.056%
8/4/2025Hicks Capital Management LLC28,988$649K1.0%+89.0%0.023%
8/4/2025IFG Advisory LLC18,880$423K0.0%-8.8%0.015%
8/4/2025Simon Quick Advisors LLC293,364$6.57M0.3%N/A0.232%
8/4/2025Assetmark Inc.341,671$7.65M0.0%+0.7%0.270%
8/4/2025Keybank National Association OH88,522$1.98M0.0%-15.8%0.070%
8/4/2025Spire Wealth Management82,315$1.84M0.1%+12.9%0.065%
8/4/2025World Investment Advisors32,511$728K0.0%N/A0.026%
8/4/2025Flagship Harbor Advisors LLC31,200$699K0.0%N/A0.025%
8/4/2025Econ Financial Services Corp76,948$1.72M0.9%-12.0%0.061%
8/1/2025Advisory Alpha LLC28,814$645K0.0%+5.4%0.023%
8/1/2025Envestnet Asset Management Inc.1,936,261$43.35M0.0%+19.7%1.532%
7/30/2025Parcion Private Wealth LLC76,130$1.71M0.1%-92.3%0.060%
7/30/2025Avidian Wealth Enterprises LLC39,254$879K0.0%+70.0%0.031%
7/29/2025Stratos Wealth Partners LTD.740,392$16.58M0.2%+6.8%0.586%
7/29/2025Private Trust Co. NA1,168$26K0.0%-47.7%0.001%
7/28/2025Axxcess Wealth Management LLC18,213$408K0.0%+32.5%0.014%
7/25/2025Envestnet Portfolio Solutions Inc.20,422$457K0.0%+123.9%0.016%
7/25/2025Total Clarity Wealth Management Inc.10,494$235K0.1%N/A0.008%
7/25/2025Ackerman Capital Advisors LLC23,663$530K0.1%-31.8%0.019%
7/25/2025Concurrent Investment Advisors LLC59,839$1.34M0.0%+22.8%0.047%
7/25/2025Richardson Financial Services Inc.5,996$134K0.1%-19.3%0.005%
7/24/2025 KFA Private Wealth Group LLC31,246$700K0.2%N/A0.025%
7/24/2025Blue Trust Inc.21,380$479K0.0%+5,245.0%0.017%
7/24/2025IFP Advisors Inc3,822$86K0.0%+696.3%0.003%
7/24/2025US Bancorp DE325,688$7.29M0.0%-11.2%0.258%
7/23/2025Dohj LLC102,232$2.29M0.6%+549.3%0.081%
7/23/2025 Traphagen Investment Advisors LLC204,441$4.58M0.4%-10.6%0.162%
7/23/2025SteelPeak Wealth LLC123,104$2.76M0.1%+6.5%0.097%
7/22/2025Rochester Wealth Strategies LLC88,082$1.97M1.4%+3.1%0.070%
7/22/2025Belpointe Asset Management LLC15,821$354K0.0%-78.9%0.013%
7/22/2025Mascoma Wealth Management LLC12,160$272K0.1%-41.2%0.010%
7/21/2025Fortis Capital Advisors LLC15,821$354K0.1%-78.9%0.013%
7/21/20251900 Wealth Management LLC35,662$798K0.1%-87.8%0.028%
7/21/2025Ashton Thomas Securities LLC57,852$1.30M0.3%-70.3%0.046%
7/21/2025Crews Bank & Trust26,010$582K0.1%-4.9%0.021%
7/21/2025Cliftonlarsonallen Wealth Advisors LLC3,896,663$87.25M1.5%+5.3%3.084%
(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, 262 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 ($95.78M), UBS Group AG ($66.27M), LPL Financial LLC ($51.42M), Wells Fargo & Company MN ($49.16M), Envestnet Asset Management Inc. ($43.35M), Bank of New York Mellon Corp ($40.11M), and EP Wealth Advisors LLC ($34.21M).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 237 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 ($4.15M), Jane Street Group LLC ($2.65M), Raymond James Financial Inc. ($1.37M), Envestnet Asset Management Inc. ($1.32M), Wright Fund Management LLC ($1.27M), EP Wealth Advisors LLC ($1.08M), and Bank of New York Mellon Corp ($1.08M).

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

Institutional investors have bought a total of 16,322,125 shares in the last 24 months. This purchase volume represents approximately $378.12M in transactions.

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

Of the 117 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), Parcion Private Wealth LLC ($975.64K), Envestnet Asset Management Inc. ($930.27K), 1900 Wealth Management LLC ($705.35K), Goodman Advisory Group LLC ($551.97K), and Jane Street Group LLC ($546.82K).

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

Institutional investors have sold a total of 11,066,564 shares in the last 24 months. This volume of shares sold represents approximately $254.48M in transactions.


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This page (NYSEARCA:PZA) was last updated on 10/14/2025 by MarketBeat.com Staff
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