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

Invesco National AMT-Free Municipal Bond ETF logo
$22.62 -0.07 (-0.31%)
As of 05/2/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
163
Total
Institutional Inflows
(last 12 months)
$298.87M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$146.66M
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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
5/5/2025Transce3nd LLC6,843$158K0.1%-8.7%0.005%
5/2/2025 Parcion Private Wealth LLC985,215$22.70M1.9%+13.8%0.786%
5/2/2025 PAX Financial Group LLC10,673$246K0.0%+14.8%0.009%
5/2/2025 Sigma Planning Corp10,457$241K0.0%N/A0.008%
5/1/2025 Harmony Asset Management LLC10,300$237K0.1%+10.8%0.008%
5/1/2025 SteelPeak Wealth LLC115,568$2.66M0.1%-1.7%0.092%
4/30/2025 Bernardo Wealth Planning LLC35,341$814K0.2%-2.2%0.028%
4/30/2025 Allworth Financial LP454,642$10.23M0.1%-10.5%0.363%
4/30/2025 Axxcess Wealth Management LLC13,747$317K0.0%N/A0.011%
4/30/2025 Stratos 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%
4/29/2025 Envestnet Asset Management Inc.1,618,171$37.28M0.0%-36.5%1.290%
4/29/2025 Concurrent Investment Advisors LLC48,711$1.12M0.0%+9.4%0.039%
4/29/2025 Bank of New York Mellon Corp1,651,422$38.05M0.0%+7.4%1.317%
4/29/2025 Elite Financial Inc.5,400$124K0.1%N/A0.004%
4/29/2025 Capital 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%
4/28/2025 Private Trust Co. NA2,232$51K0.0%+66.7%0.002%
4/28/2025 Keybank National Association OH105,162$2.42M0.0%-0.8%0.084%
4/25/2025 Rochester Wealth Strategies LLC85,466$1.97M1.6%N/A0.068%
4/25/2025 Avidian Wealth Enterprises LLC23,085$532K0.0%+53.0%0.018%
4/25/2025 Goodman Advisory Group LLC211,481$4.87M2.2%-72.3%0.169%
4/25/2025 Colonial River Investments LLC20,230$466K0.3%N/A0.016%
4/24/2025 Hicks Capital Management LLC15,337$353K0.5%N/A0.012%
4/23/2025 Tyche Wealth Partners LLC30,001$691K0.1%-3.2%0.024%
4/23/2025 Golden State Wealth Management LLC1,605$37K0.0%-27.2%0.001%
4/23/2025 Spire Wealth Management72,904$1.68M0.1%+3.2%0.058%
4/23/2025 Econ Financial Services Corp87,415$2.01M1.1%+59.8%0.070%
4/23/2025 IMG Wealth Management Inc.2,570$59K0.1%N/A0.002%
4/23/2025 AssuredPartners Investment Advisors LLC100,356$2.31M0.4%+3.1%0.080%
4/22/2025 Cambridge Investment Research Advisors Inc.15,119$348K0.0%+36.2%0.012%
4/22/2025 Crews Bank & Trust27,360$630K0.1%+37.6%0.022%
4/22/2025 Bernardo Wealth Planning LLC35,341$814K0.2%-2.2%0.028%
4/21/2025 Proathlete Wealth Management LLC2,387$55K0.0%N/A0.002%
4/21/2025 Advisory Resource Group20,882$481K0.1%+18.8%0.017%
4/21/2025 Envestnet Portfolio Solutions Inc.9,121$210K0.0%-54.3%0.007%
4/17/2025 Robertson Stephens Wealth Management LLC29,199$673K0.0%+17.6%0.023%
4/17/2025 Sowell Financial Services LLC24,031$554K0.0%+5.3%0.019%
4/17/2025 1900 Wealth Management LLC292,239$6.73M0.6%-53.0%0.233%
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4/17/2025 Traphagen Investment Advisors LLC228,677$5.27M0.5%+2.6%0.182%
4/17/2025 Stewardship Advisors LLC322,455$7.43M2.0%+10.1%0.257%
4/17/2025 Dohj LLC15,746$363K0.1%N/A0.013%
4/17/2025 Cliftonlarsonallen Wealth Advisors LLC3,700,049$85.25M1.6%+36.9%2.951%
4/16/2025 Opal Wealth Advisors LLC4,145$96K0.0%N/A0.003%
4/16/2025 Pathway Financial Advisors LLC8,909$205K0.0%N/A0.007%
4/16/2025 Wealth 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%
3/17/2025 Wealth 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%
2/24/2025 Liberty Square Wealth Partners LLC10,437$246K0.1%N/A0.008%
2/18/2025 Harmony 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%
2/14/2025Stifel Financial Corp721,592$17.04M0.0%-6.2%0.608%
2/14/2025 Vectors 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%
2/14/2025 Goodman Advisory Group LLC763,450$18.03M5.3%+5.5%0.643%
2/13/2025NewEdge Advisors LLC28,350$669K0.0%-29.6%0.024%
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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%
(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, 245 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), Cliftonlarsonallen Wealth Advisors LLC ($85.25M), UBS Group AG ($66.27M), Wells Fargo & Company MN ($49.16M), LPL Financial LLC ($48.33M), Bank of New York Mellon Corp ($38.05M), 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 216 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 ($3.70M), LPL Financial LLC ($1.56M), 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 34,201,370 shares in the last 24 months. This purchase volume represents approximately $808.48M in transactions.

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

Of the 131 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), Envestnet Asset Management Inc. ($1.52M), Trustmark National Bank Trust Department ($1.32M), Goodman Advisory Group LLC ($883.59K), 1900 Wealth Management LLC ($864.44K), Ackerman Capital Advisors LLC ($522.58K), 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 12,463,716 shares in the last 24 months. This volume of shares sold represents approximately $291.73M in transactions.



This page (NYSEARCA:PZA) was last updated on 5/5/2025 by MarketBeat.com Staff
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