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

Invesco National AMT-Free Municipal Bond ETF logo
$21.50 +0.19 (+0.89%)
Closing price 04:10 PM Eastern
Extended Trading
$21.50 +0.00 (+0.02%)
As of 04:10 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 Massive. Learn more.
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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)
186
Total
Institutional Inflows
(last 12 months)
$881.61M
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$84.95M
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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
10/9/2026Balefire LLC23,891$511K0.1%+8.5%0.013%
10/9/2026First Heartland Consultants Inc.68,225$1.46M0.1%N/A0.036%
10/8/2026Farther Finance Advisors LLC11,346$243K0.0%+64.4%0.006%
10/8/2026Avidian Wealth Enterprises LLC644,939$13.80M0.4%N/A0.340%
10/7/2026Venture Visionary Partners LLC45,688$977K0.0%-4.0%0.024%
10/7/2026KFA Private Wealth Group LLC14,919$319K0.1%-16.6%0.008%
10/5/2026MassMutual Private Wealth & Trust FSB3,739$80K0.0%N/A0.002%
10/2/2026 First Citizens Financial Corp9,900$212K0.1%-37.9%0.005%
9/23/2026Envestnet Portfolio Solutions Inc.50,108$1.18M0.0%+36.7%0.027%
9/23/2026Envestnet Asset Management Inc.5,299,957$124.66M0.0%+9.4%2.814%
9/9/2026Tortoise Investment Management LLC265,440$6.24M0.5%-0.9%0.144%
9/9/2026Robinson Capital Management LLC244,351$5.74M2.5%-29.0%0.132%
9/9/2026Capital Analysts LLC16,139$379K0.0%+21.3%0.009%
9/9/2026NorthRock Partners LLC41,925$986K0.0%-7.1%0.023%
9/9/2026Integrated Wealth Concepts LLC381,848$8.98M0.1%+46.4%0.207%
9/9/2026NewEdge Advisors LLC724,358$17.04M0.1%+16.0%0.392%
9/9/2026IFP Advisors Inc37,264$876K0.0%+35.3%0.020%
9/8/2026Allworth Financial LP534,858$12.58M0.1%+0.6%0.289%
9/8/2026Waverly Advisors LLC86,911$2.04M0.0%+1.3%0.047%
9/2/2026Range Advisory LLC12,168$286K0.0%N/A0.007%
8/22/2026Concurrent Investment Advisors LLC223,380$5.25M0.0%+35.1%0.121%
8/21/2026Tsfg LLC9,620$226K0.0%N/A0.005%
8/21/2026KFA Private Wealth Group LLC17,899$421K0.1%-7.5%0.010%
8/21/2026 First Citizens Financial Corp15,934$375K0.2%+32.7%0.009%
8/21/2026Financial Life Advisors103,740$2.44M0.7%+495.4%0.056%
7/10/2026Annex Advisory Services LLC10,517$247K0.0%-43.4%0.006%
7/10/2026Ocean Park Asset Management LLC123,100$2.90M0.1%N/A0.067%
7/10/2026Wealthcare Advisory Partners LLC28,603$673K0.0%+9.8%0.016%
7/9/2026Melone Private Wealth LLC17,314$407K0.1%+14.6%0.009%
7/9/2026Sax Wealth Advisors LLC26,126$600K0.0%N/A0.014%
7/9/2026Ehrlich Financial Group51,689$1.22M0.6%-2.5%0.028%
7/9/2026Affinity Capital Advisors LLC34,635$816K0.1%N/A0.019%
7/8/2026First Heartland Consultants Inc.78,197$1.84M0.1%-4.1%0.043%
7/8/2026Kwmg LLC12,038$283K0.0%-8.0%0.007%
7/8/2026Archer Investment Management LLC388,496$9.14M3.1%+49.8%0.213%
7/7/2026 First Citizens Financial Corp15,934$375K0.2%+32.7%0.009%
7/7/2026Balefire LLC22,017$518K0.1%N/A0.012%
7/7/2026Dynamic Advisor Solutions LLC15,952$375K0.0%-18.6%0.009%
7/7/2026Anderson Hoagland & Co.61,554$1.45M0.1%-73.1%0.034%
7/2/2026 CX Institutional6,521$153K0.0%-58.9%0.004%
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6/3/2026NewEdge Advisors LLC624,324$14.35M0.1%+1,199.8%0.360%
5/19/2026Western Wealth Management LLC4,762$109K0.0%N/A0.003%
5/19/2026NewEdge Advisors LLC521,059$11.97M0.2%+984.8%0.301%
5/19/2026Bank of America Corp DE55,154,071$1.27B0.1%+5.7%31.817%
5/19/2026Ashton Thomas Securities LLC171,946$3.95M0.5%+60.7%0.099%
5/19/2026Arkadios Wealth Advisors11,132$256K0.0%N/A0.006%
5/18/2026EverSource Wealth Advisors LLC1,442$33K0.0%-25.1%0.001%
5/18/2026Royal Bank of Canada540,260$12.42M0.0%+69.2%0.312%
5/16/2026IMG Wealth Management Inc.5,152$118K0.1%+94.0%0.003%
5/15/2026Northeast Financial Group Inc.65,599$1.51M0.4%-28.1%0.038%
5/15/2026Gateway Wealth Partners LLC18,811$432K0.0%N/A0.011%
5/15/2026Waverly Advisors LLC85,797$1.97M0.0%+6.5%0.049%
5/15/2026Wealth Alliance LLC47,546$1.09M0.1%N/A0.027%
5/15/2026Bridgewater Advisors Inc.10,000$232K0.0%N/A0.006%
5/14/2026Renaissance Technologies LLC64,300$1.48M0.0%-77.7%0.037%
5/13/2026Cetera Investment Advisers1,176,652$27.04M0.0%+67.0%0.679%
5/13/2026Signature Equity Partners LLC7,638$176K0.1%+217.7%0.004%
5/13/2026First Trust Advisors LP12,989$298K0.0%+8.0%0.007%
5/8/2026PNC Financial Services Group Inc.376,367$8.65M0.0%+1.3%0.217%
5/6/2026Quadrant Private Wealth Management LLC179,307$4.12M0.6%+200.0%0.103%
5/6/2026Simon Quick Advisors LLC257,730$5.92M0.3%+245.4%0.149%
5/6/2026Assetmark Inc.539,991$12.41M0.0%+51.5%0.312%
5/6/2026SteelPeak Wealth LLC93,855$2.16M0.1%-1.5%0.054%
5/6/2026Sofi Wealth LLC1,983,286$45.58M2.2%+312.8%1.144%
5/5/2026BCGM Wealth Management LLC38,282$880K0.2%N/A0.022%
5/5/2026Bank of New York Mellon Corp2,741,415$63.00M0.0%+11.2%1.581%
5/5/2026Collaborative Wealth Managment Inc.77,253$1.78M0.8%-13.9%0.045%
5/5/2026Schwallier Wealth Management LLC14,880$342K0.2%+11.7%0.009%
5/5/2026Harmony Asset Management LLC11,750$270K0.1%+17.5%0.007%
5/5/2026Sanctuary Advisors LLC733,015$16.85M0.1%+44.6%0.423%
5/5/2026Flynn Zito Capital Management LLC27,019$621K0.2%-50.2%0.016%
5/4/2026Lifeworks Advisors LLC11,013$253K0.0%N/A0.006%
5/4/2026Procyon Advisors LLC10,008$230K0.0%+7.1%0.006%
5/2/2026International Assets Investment Management LLC5,449$126K0.0%+826.7%0.003%
5/2/2026Diversify Wealth Management LLC50,159$1.17M0.0%+399.3%0.029%
5/1/2026Fifth Third Bancorp291,614$6.70M0.0%N/A0.168%
5/1/2026Petix & Botte Co188,478$4.33M1.0%+3.4%0.109%
4/30/2026Kestra Advisory Services LLC107,210$2.46M0.0%+137.3%0.062%
4/29/2026Financial Life Advisors17,424$400K0.1%N/A0.010%
4/28/2026FLP Wealth Management LLC31,724$729K1.2%+106.3%0.018%
4/28/2026Stephens Inc. AR19,034$437K0.0%-5.1%0.011%
4/27/2026World Investment Advisors49,961$1.15M0.0%+25.2%0.029%
4/27/2026Private Advisor Group LLC222,882$5.12M0.0%+34.7%0.130%
4/27/2026Elevation Point Wealth Partners LLC178,527$4.10M0.1%+211.3%0.104%
4/25/2026Keybank National Association OH16,959$390K0.0%-63.3%0.010%
4/25/2026TSG Advice Partners LLC34,372$790K0.1%-4.0%0.020%
4/24/2026Alaska Wealth Advisors LLC12,243$281K0.0%N/A0.007%
4/23/2026Mayflower Financial Advisors LLC9,944$229K0.0%N/A0.006%
4/22/2026Janney Montgomery Scott LLC41,530$954K0.0%+35.0%0.024%
4/22/2026Goodman Advisory Group LLC244,404$5.62M1.5%-24.0%0.143%
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4/22/2026Venturi Wealth Management LLC8,795$202K0.0%N/A0.005%
4/21/2026First United Bank & Trust8,961$206K0.1%-27.7%0.005%
4/21/2026Silver Oak Securities Incorporated14,788$340K0.0%+5.0%0.009%
4/20/2026Leeward Financial Partners LLC95,690$2.20M0.7%+2.1%0.056%
4/20/2026KFA Private Wealth Group LLC19,341$444K0.1%+110.8%0.011%
4/20/2026Blue Trust Inc.30,704$706K0.0%+43.1%0.018%
4/17/2026WealthBridge Capital Management LLC9,747$224K0.1%N/A0.006%
4/17/2026Stewardship Advisors LLC240,734$5.53M1.3%-2.6%0.142%
4/16/2026Meadowbrook Advisors Group LLC117,594$2.70M1.6%-0.9%0.069%
4/16/2026Ballast Rock Private Wealth LLC14,003$322K0.2%N/A0.008%


PZA Institutional Ownership - Frequently Asked Questions

During the previous two years, 318 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 ($1.27B), Envestnet Asset Management Inc. ($124.66M), Wellington Management Group LLP ($117.20M), Cliftonlarsonallen Wealth Advisors LLC ($100.22M), Richard Bernstein Advisors LLC ($70.51M), Bank of New York Mellon Corp ($63.00M), and LPL Financial LLC ($60.71M).Learn more on Invesco National AMT-Free Municipal Bond ETF's institutional investors.

Of the 283 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: Bank of America Corp DE ($9.42M), Wellington Management Group LLP ($5.08M), Jane Street Group LLC ($4.08M), Richard Bernstein Advisors LLC ($3.07M), Envestnet Asset Management Inc. ($2.03M), Sofi Wealth LLC ($1.98M), and Cliftonlarsonallen Wealth Advisors LLC ($1.95M).

Institutional investors have bought a total of 38,217,488 shares in the last 24 months. This purchase volume represents approximately $881.61M in transactions.

Of the 102 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: Northwestern Mutual Wealth Management Co. ($416.19K), Annex Advisory Services LLC ($403.42K), Renaissance Technologies LLC ($366.93K), Truist Financial Corp ($299.36K), Simon Quick Advisors LLC ($218.75K), Stratos Wealth Partners LTD. ($211.46K), and Anderson Hoagland & Co. ($181.66K).

Institutional investors have sold a total of 3,669,820 shares in the last 24 months. This volume of shares sold represents approximately $84.95M in transactions.


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Institutional ownership data for NYSEARCA:PZA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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