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

Invesco National AMT-Free Municipal Bond ETF logo
$22.34 -0.06 (-0.27%)
Closing price 06/13/2025 04:10 PM Eastern
Extended Trading
$22.36 +0.02 (+0.07%)
As of 06/13/2025 05:27 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)
171
Total
Institutional Inflows
(last 12 months)
$334.94M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$156.99M
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Skip Chart & View Institutional Buying and Selling Data

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
6/2/2025 Modern 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%
5/20/2025 Flaharty Asset Management LLC1,951$45K0.0%N/A0.002%
5/19/2025 Jane 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%
5/16/2025 Goldman Sachs Group Inc.516,983$11.91M0.0%+3,380.4%0.409%
5/16/2025 Jones Financial Companies Lllp3,691$85K0.0%-94.5%0.003%
5/16/2025 NewEdge Advisors LLC26,979$622K0.0%-4.8%0.021%
5/16/2025 Integrated Wealth Concepts LLC135,125$3.11M0.0%+75.6%0.107%
5/15/2025 EP 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%
5/15/2025 Royal Bank of Canada276,172$6.36M0.0%-5.4%0.218%
5/15/2025 Tortoise Investment Management LLC133,215$3.07M0.3%+1.9%0.105%
5/15/2025 Gerber Kawasaki Wealth & Investment Management463,054$10.67M0.5%+21.6%0.366%
5/14/2025 Per Stirling Capital Management LLC.47,707$1.10M0.2%+14.1%0.038%
5/14/2025 Jane Street Group LLC1,275,986$29.40M0.0%+241.0%1.009%
5/14/2025 Comerica Bank470,189$10.83M0.0%-6.0%0.372%
5/14/2025 Ally Invest Advisors Inc.26,013$599K0.1%+5.9%0.021%
5/14/2025 Northwestern Mutual Wealth Management Co.906,842$20.89M0.0%-7.2%0.717%
5/14/2025 Kestra Advisory Services LLC37,214$857K0.0%-46.6%0.029%
5/14/2025 Dorsey & Whitney Trust CO LLC25,774$594K0.0%+2.8%0.020%
5/14/2025 Petix & Botte Co135,752$3.13M0.8%+32.0%0.107%
5/13/2025 Raymond James Financial Inc.579,379$13.35M0.0%-9.7%0.458%
5/13/2025 Francis Financial Inc.53,718$1.24M0.3%+51.7%0.042%
5/13/2025 HighTower Advisors LLC19,758$455K0.0%-11.9%0.016%
5/12/2025 Northeast Financial Group Inc.62,000$1.43M0.5%+20.8%0.049%
5/12/2025 Aveo Capital Partners LLC204,888$4.66M0.8%-3.3%0.162%
5/12/2025 AlphaCore Capital LLC2,851$66K0.0%N/A0.002%
5/9/2025 Greykasell Wealth Strategies Inc.4,639$107K0.1%N/A0.004%
5/9/2025 Leeward Financial Partners LLC64,541$1.49M0.6%+4.6%0.051%
5/9/2025 Exencial Wealth Advisors LLC16,874$389K0.0%-14.2%0.013%
5/9/2025 Ackerman Capital Advisors LLC34,719$800K0.2%-20.6%0.027%
5/9/2025 PNC Financial Services Group Inc.362,695$8.36M0.0%+9.4%0.287%
5/8/2025 IFG Advisory LLC20,711$477K0.0%-27.9%0.016%
5/8/2025 US Bancorp DE366,797$8.45M0.1%-2.7%0.290%
5/8/2025 Harbour Investments Inc.6,687$154K0.0%-37.4%0.005%
5/8/2025 Collaborative 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%
Trump’s worst nightmare (Ad)

The President’s tour of the Middle East… the deal for Ukraine’s mineral rights… Elon’s strange time in Washington… even Trump’s obsession with seizing Greenland. There’s a singular force that connects the dots… And it could threaten to transform American life – and your wealth – forever.

You can get all the details here.
5/8/2025 First Foundation Advisors134,937$3.11M0.1%-34.4%0.107%
5/7/2025 Meeder Advisory Services Inc.239,137$5.51M0.3%+13.4%0.189%
5/7/2025 LPL Financial LLC2,231,921$51.42M0.0%+9.0%1.765%
5/7/2025 Inspire Advisors LLC15,276$352K0.0%N/A0.012%
5/7/2025 First Heartland Consultants Inc.107,656$2.48M0.3%-6.4%0.085%
5/6/2025 Assetmark Inc.339,330$7.82M0.0%+8.4%0.271%
5/6/2025 Cetera Investment Advisers441,588$10.17M0.0%-26.2%0.352%
5/6/2025 AE Wealth Management LLC16,410$378K0.0%+19.1%0.013%
5/6/2025 Richardson Financial Services Inc.7,427$171K0.1%+7.9%0.006%
5/6/2025 Choreo LLC44,207$1.02M0.0%+5.7%0.035%
5/6/2025 Flynn Zito Capital Management LLC48,824$1.13M0.5%-10.7%0.039%
5/5/2025 Private Advisor Group LLC79,294$1.83M0.0%+25.5%0.063%
5/5/2025 Transce3nd 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%
Trump’s worst nightmare (Ad)

The President’s tour of the Middle East… the deal for Ukraine’s mineral rights… Elon’s strange time in Washington… even Trump’s obsession with seizing Greenland. There’s a singular force that connects the dots… And it could threaten to transform American life – and your wealth – forever.

You can get all the details here.
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%
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%
(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, 250 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 PZA's institutional investors.

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

Of the 222 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: 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 28,821,118 shares in the last 24 months. This purchase volume represents approximately $679.12M in transactions.

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

Of the 137 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 ($1.32M), Envestnet Asset Management Inc. ($930.27K), Goodman Advisory Group LLC ($883.59K), 1900 Wealth Management LLC ($864.44K), Ackerman Capital Advisors LLC ($531.61K), 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 12,329,260 shares in the last 24 months. This volume of shares sold represents approximately $288.09M in transactions.



This page (NYSEARCA:PZA) was last updated on 6/14/2025 by MarketBeat.com Staff
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