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

Invesco National AMT-Free Municipal Bond ETF logo
$22.85 +0.02 (+0.09%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
203
Total
Institutional Inflows
(last 12 months)
$917.59M
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$134.74M
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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
7/10/2026 Annex Advisory Services LLC10,517$247K0.0%-43.4%0.006%
7/10/2026 Ocean Park Asset Management LLC123,100$2.90M0.1%N/A0.067%
7/10/2026 Wealthcare Advisory Partners LLC28,603$673K0.0%+9.8%0.016%
7/9/2026 Melone Private Wealth LLC17,314$407K0.2%+14.6%0.009%
7/9/2026 Sax Wealth Advisors LLC26,126$600K0.0%N/A0.014%
7/9/2026 Ehrlich Financial Group51,689$1.22M0.6%-2.5%0.028%
7/9/2026 Affinity Capital Advisors LLC34,635$816K0.1%N/A0.019%
7/8/2026 First Heartland Consultants Inc.78,197$1.84M0.1%-4.1%0.043%
7/8/2026 Kwmg LLC12,038$283K0.0%-8.0%0.007%
7/8/2026 Archer 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%
7/7/2026 Balefire LLC22,017$518K0.1%N/A0.012%
7/7/2026 Dynamic Advisor Solutions LLC15,952$375K0.0%-18.6%0.009%
7/7/2026 Anderson Hoagland & Co.61,554$1.45M0.1%-73.1%0.034%
7/2/2026 CX Institutional6,521$153K0.0%-58.9%0.004%
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%
5/6/2026 SteelPeak 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%
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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%
5/5/2026 Harmony 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%
5/4/2026 Procyon Advisors LLC10,008$230K0.0%+7.1%0.006%
5/2/2026 International 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%
4/23/2026 Mayflower 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%
4/22/2026 Venturi Wealth Management LLC8,795$202K0.0%N/A0.005%
4/21/2026 First 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%
4/20/2026 Blue Trust Inc.30,704$706K0.0%+43.1%0.018%
4/17/2026WealthBridge Capital Management LLC9,747$224K0.1%N/A0.006%
4/17/2026 Stewardship 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%
3/17/2026Rockefeller Capital Management L.P.377,673$8.76M0.0%-5.7%0.256%
3/13/2026World Investment Advisors39,894$925K0.0%+6.0%0.027%
3/11/2026Meadowbrook Advisors Group LLC118,656$2.75M1.5%N/A0.081%
3/3/2026 Targeted Financial Services LLC17,958$416K0.4%N/A0.012%
2/19/2026Axxcess Wealth Management LLC21,465$498K0.0%-3.7%0.015%
2/18/2026EP Wealth Advisors LLC1,602,126$37.15M0.2%N/A1.088%
2/18/2026NewEdge Advisors LLC48,032$1.11M0.0%+123.3%0.033%
2/18/2026Quadrature Capital Ltd73,390$1.70M0.0%+572.4%0.050%
2/18/2026OLD Mission Capital LLC140,794$3.27M0.1%+781.7%0.096%
2/18/2026IHT Wealth Management LLC402,908$9.34M0.2%+19.9%0.274%
2/18/2026Centennial Bank AR2,030$47K0.0%+204.3%0.001%
2/17/2026Northeast Financial Group Inc.91,234$2.12M0.5%+9.3%0.062%
2/17/2026Cetera Investment Advisers704,469$16.34M0.0%-2.2%0.478%
2/17/2026Capstone Financial Advisors Inc.10,473$243K0.0%-6.8%0.007%
2/17/2026Osaic Holdings Inc.472,724$10.96M0.0%-18.2%0.321%
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2/17/2026Advisory Services Network LLC78,737$1.83M0.0%-4.4%0.053%
2/17/2026Tower Research Capital LLC TRC 58,770$1.36M0.0%+83,857.1%0.040%
2/17/2026Running Point Capital Advisors LLC27,793$645K0.2%-22.7%0.019%
2/17/2026Private Advisor Group LLC165,451$3.84M0.0%+2.5%0.112%
2/17/2026Clark Capital Management Group Inc.60,984$1.41M0.0%-48.9%0.041%
2/17/2026Captrust Financial Advisors32,316$749K0.0%+4.0%0.022%
2/17/2026&PARTNERS16,980$394K0.0%+52.0%0.012%
2/17/2026Blair William & Co. IL2,058$48K0.0%+38.5%0.001%
2/17/2026Royal Bank of Canada319,334$7.40M0.0%+24.2%0.217%
2/16/2026MML Investors Services LLC292,528$6.78M0.0%+20.4%0.199%


PZA Institutional Ownership - Frequently Asked Questions

During the previous two years, 314 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), Wellington Management Group LLP ($117.20M), Cliftonlarsonallen Wealth Advisors LLC ($100.22M), Richard Bernstein Advisors LLC ($70.51M), Envestnet Asset Management Inc. ($63.82M), 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 289 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), Sofi Wealth LLC ($1.98M), Cliftonlarsonallen Wealth Advisors LLC ($1.95M), and Envestnet Asset Management Inc. ($1.91M).

Institutional investors have bought a total of 39,835,816 shares in the last 24 months. This purchase volume represents approximately $917.59M in transactions.

Of the 110 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: Parcion Private Wealth LLC ($975.64K), JPMorgan Chase & Co. ($476.67K), Northwestern Mutual Wealth Management Co. ($416.19K), Annex Advisory Services LLC ($403.42K), Renaissance Technologies LLC ($366.93K), Truist Financial Corp ($299.36K), and Ameriprise Financial Inc. ($297.47K).

Institutional investors have sold a total of 5,897,742 shares in the last 24 months. This volume of shares sold represents approximately $134.74M in transactions.


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This page (NYSEARCA:PZA) was last updated on 7/25/2026 by MarketBeat.com Staff.
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