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

Invesco National AMT-Free Municipal Bond ETF logo
$22.17 -0.03 (-0.14%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$22.16 -0.01 (-0.02%)
As of 08/8/2025 04:39 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.

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

Number of
Institutional Buyers
(last 12 months)
174
Total
Institutional Inflows
(last 12 months)
$346.40M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$227.45M
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PZA Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/7/2025 Vise Technologies Inc.16,196$363K0.0%N/A0.013%
8/7/2025 Allworth Financial LP440,002$9.85M0.0%-3.2%0.348%
8/7/2025 King Luther Capital Management Corp35,583$797K0.0%-13.0%0.028%
8/6/2025 AE Wealth Management LLC20,551$460K0.0%+25.2%0.016%
8/6/2025 Vestmark Advisory Solutions Inc.64,634$1.45M0.0%N/A0.051%
8/6/2025 Atlas Legacy Advisors LLC11,165$250K0.1%N/A0.009%
8/6/2025 New Millennium Group LLC3,833$86K0.0%N/A0.003%
8/5/2025 Bank of New York Mellon Corp1,791,500$40.11M0.0%+8.5%1.417%
8/5/2025 Westside Investment Management Inc.2,500$56K0.0%N/A0.002%
8/5/2025 MMA Asset Management LLC35,868$803K0.3%-2.8%0.028%
8/5/2025 American Institute for Advanced Investment Management LLP12,045$270K0.2%+14.2%0.010%
8/4/2025 Leeward Financial Partners LLC70,233$1.57M0.5%+8.8%0.056%
8/4/2025 Hicks Capital Management LLC28,988$649K1.0%+89.0%0.023%
8/4/2025 IFG Advisory LLC18,880$423K0.0%-8.8%0.015%
8/4/2025 Simon Quick Advisors LLC293,364$6.57M0.3%N/A0.232%
8/4/2025 Assetmark Inc.341,671$7.65M0.0%+0.7%0.270%
8/4/2025 Keybank National Association OH88,522$1.98M0.0%-15.8%0.070%
8/4/2025 Spire Wealth Management82,315$1.84M0.1%+12.9%0.065%
8/4/2025 World Investment Advisors32,511$728K0.0%N/A0.026%
8/4/2025 Flagship Harbor Advisors LLC31,200$699K0.0%N/A0.025%
8/4/2025 Econ Financial Services Corp76,948$1.72M0.9%-12.0%0.061%
8/1/2025 Advisory Alpha LLC28,814$645K0.0%+5.4%0.023%
8/1/2025 Envestnet Asset Management Inc.1,936,261$43.35M0.0%+19.7%1.532%
7/30/2025 Parcion Private Wealth LLC76,130$1.71M0.1%-92.3%0.060%
7/30/2025 Avidian Wealth Enterprises LLC39,254$879K0.0%+70.0%0.031%
7/29/2025 Stratos Wealth Partners LTD.740,392$16.58M0.2%+6.8%0.586%
7/29/2025 Private Trust Co. NA1,168$26K0.0%-47.7%0.001%
7/28/2025 Axxcess Wealth Management LLC18,213$408K0.0%+32.5%0.014%
7/25/2025 Envestnet Portfolio Solutions Inc.20,422$457K0.0%+123.9%0.016%
7/25/2025 Total Clarity Wealth Management Inc.10,494$235K0.1%N/A0.008%
7/25/2025 Ackerman Capital Advisors LLC23,663$530K0.1%-31.8%0.019%
7/25/2025 Concurrent Investment Advisors LLC59,839$1.34M0.0%+22.8%0.047%
7/25/2025 Richardson Financial Services Inc.5,996$134K0.1%-19.3%0.005%
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7/24/2025 KFA Private Wealth Group LLC31,246$700K0.2%N/A0.025%
7/24/2025 Blue Trust Inc.21,380$479K0.0%+5,245.0%0.017%
7/24/2025 IFP Advisors Inc3,822$86K0.0%+696.3%0.003%
7/24/2025 US Bancorp DE325,688$7.29M0.0%-11.2%0.258%
7/23/2025 Dohj LLC102,232$2.29M0.6%+549.3%0.081%
7/23/2025 Traphagen Investment Advisors LLC204,441$4.58M0.4%-10.6%0.162%
7/23/2025 SteelPeak Wealth LLC123,104$2.76M0.1%+6.5%0.097%
7/22/2025 Rochester Wealth Strategies LLC88,082$1.97M1.4%+3.1%0.070%
7/22/2025 Belpointe Asset Management LLC15,821$354K0.0%-78.9%0.013%
7/22/2025 Mascoma Wealth Management LLC12,160$272K0.1%-41.2%0.010%
7/21/2025 Fortis Capital Advisors LLC15,821$354K0.1%-78.9%0.013%
7/21/2025 1900 Wealth Management LLC35,662$798K0.1%-87.8%0.028%
7/21/2025 Ashton Thomas Securities LLC57,852$1.30M0.3%-70.3%0.046%
7/21/2025 Crews Bank & Trust26,010$582K0.1%-4.9%0.021%
7/21/2025 Cliftonlarsonallen Wealth Advisors LLC3,896,663$87.25M1.5%+5.3%3.084%
7/18/2025 Northeast Financial Group Inc.77,662$1.74M0.5%+25.3%0.061%
7/18/2025 Truist Financial Corp451,562$10.11M0.0%-0.8%0.357%
7/18/2025 First 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%
5/20/2025 Belpointe Asset Management LLC74,963$1.73M0.1%N/A0.059%
5/20/2025 Fortis 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%
5/19/2025 Advisory 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%
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5/15/2025EP Wealth Advisors LLC1,452,311$33.46M0.3%+3.1%1.149%
5/15/2025 Ashton 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%
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%
(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, 254 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 ($87.25M), 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 Ameriprise Financial Inc. ($37.35M).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 227 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 ($3.90M), Jane Street Group LLC ($2.65M), Envestnet Asset Management Inc. ($1.32M), Raymond James Financial Inc. ($1.28M), Wright Fund Management LLC ($1.27M), Bank of New York Mellon Corp ($1.08M), and EP Wealth Advisors LLC ($1.00M).

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

Institutional investors have bought a total of 14,884,912 shares in the last 24 months. This purchase volume represents approximately $346.40M in transactions.

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

Of the 107 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), Parcion Private Wealth LLC ($909.09K), 1900 Wealth Management LLC ($705.35K), Goodman Advisory Group LLC ($592.81K), and Renaissance Technologies LLC ($460.56K).

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

Institutional investors have sold a total of 9,853,787 shares in the last 24 months. This volume of shares sold represents approximately $227.45M in transactions.



This page (NYSEARCA:PZA) was last updated on 8/9/2025 by MarketBeat.com Staff
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