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

Invesco National AMT-Free Municipal Bond ETF logo
$21.58 -0.33 (-1.50%)
As of 02:25 PM Eastern
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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)
184
Total
Institutional Inflows
(last 12 months)
$855.68M
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$85.50M
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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
9/9/2026 Tortoise Investment Management LLC265,440$6.24M0.5%-0.9%0.144%
9/9/2026 Robinson Capital Management LLC244,351$5.74M2.5%-29.0%0.132%
9/9/2026 Capital Analysts LLC16,139$379K0.0%+21.3%0.009%
9/9/2026 NorthRock Partners LLC41,925$986K0.0%-7.1%0.023%
9/9/2026 Integrated Wealth Concepts LLC381,848$8.98M0.1%+46.4%0.207%
9/9/2026 NewEdge Advisors LLC724,358$17.04M0.1%+16.0%0.392%
9/9/2026 IFP Advisors Inc37,264$876K0.0%+35.3%0.020%
9/8/2026 Allworth Financial LP534,858$12.58M0.1%+0.6%0.289%
9/8/2026 Waverly Advisors LLC86,911$2.04M0.0%+1.3%0.047%
9/2/2026 Range Advisory LLC12,168$286K0.0%N/A0.007%
8/22/2026 Concurrent Investment Advisors LLC223,380$5.25M0.0%+35.1%0.121%
8/21/2026 Tsfg LLC9,620$226K0.0%N/A0.005%
8/21/2026 KFA 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%
8/21/2026 Financial Life Advisors103,740$2.44M0.7%+495.4%0.056%
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$407K0.1%+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%
6/3/2026 NewEdge Advisors LLC624,324$14.35M0.1%+1,199.8%0.360%
5/19/2026 Western Wealth Management LLC4,762$109K0.0%N/A0.003%
5/19/2026 NewEdge Advisors LLC521,059$11.97M0.2%+984.8%0.301%
5/19/2026 Bank of America Corp DE55,154,071$1.27B0.1%+5.7%31.817%
5/19/2026 Ashton Thomas Securities LLC171,946$3.95M0.5%+60.7%0.099%
5/19/2026 Arkadios Wealth Advisors11,132$256K0.0%N/A0.006%
5/18/2026 EverSource Wealth Advisors LLC1,442$33K0.0%-25.1%0.001%
5/18/2026 Royal Bank of Canada540,260$12.42M0.0%+69.2%0.312%
5/16/2026 IMG 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%
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5/15/2026 Gateway Wealth Partners LLC18,811$432K0.0%N/A0.011%
5/15/2026 Waverly Advisors LLC85,797$1.97M0.0%+6.5%0.049%
5/15/2026 Wealth Alliance LLC47,546$1.09M0.1%N/A0.027%
5/15/2026 Bridgewater Advisors Inc.10,000$232K0.0%N/A0.006%
5/14/2026 Renaissance Technologies LLC64,300$1.48M0.0%-77.7%0.037%
5/13/2026 Cetera Investment Advisers1,176,652$27.04M0.0%+67.0%0.679%
5/13/2026 Signature Equity Partners LLC7,638$176K0.1%+217.7%0.004%
5/13/2026 First Trust Advisors LP12,989$298K0.0%+8.0%0.007%
5/8/2026 PNC Financial Services Group Inc.376,367$8.65M0.0%+1.3%0.217%
5/6/2026 Quadrant Private Wealth Management LLC179,307$4.12M0.6%+200.0%0.103%
5/6/2026 Simon Quick Advisors LLC257,730$5.92M0.3%+245.4%0.149%
5/6/2026 Assetmark Inc.539,991$12.41M0.0%+51.5%0.312%
5/6/2026 SteelPeak Wealth LLC93,855$2.16M0.1%-1.5%0.054%
5/6/2026 Sofi Wealth LLC1,983,286$45.58M2.2%+312.8%1.144%
5/5/2026 BCGM Wealth Management LLC38,282$880K0.2%N/A0.022%
5/5/2026 Bank of New York Mellon Corp2,741,415$63.00M0.0%+11.2%1.581%
5/5/2026 Collaborative Wealth Managment Inc.77,253$1.78M0.8%-13.9%0.045%
5/5/2026 Schwallier Wealth Management LLC14,880$342K0.2%+11.7%0.009%
5/5/2026 Harmony Asset Management LLC11,750$270K0.1%+17.5%0.007%
5/5/2026 Sanctuary Advisors LLC733,015$16.85M0.1%+44.6%0.423%
5/5/2026 Flynn Zito Capital Management LLC27,019$621K0.2%-50.2%0.016%
5/4/2026 Lifeworks 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%
5/2/2026 Diversify Wealth Management LLC50,159$1.17M0.0%+399.3%0.029%
5/1/2026 Fifth Third Bancorp291,614$6.70M0.0%N/A0.168%
5/1/2026 Petix & Botte Co188,478$4.33M1.0%+3.4%0.109%
4/30/2026 Kestra Advisory Services LLC107,210$2.46M0.0%+137.3%0.062%
4/29/2026 Financial Life Advisors17,424$400K0.1%N/A0.010%
4/28/2026 FLP Wealth Management LLC31,724$729K1.2%+106.3%0.018%
4/28/2026 Stephens Inc. AR19,034$437K0.0%-5.1%0.011%
4/27/2026 World Investment Advisors49,961$1.15M0.0%+25.2%0.029%
4/27/2026 Private Advisor Group LLC222,882$5.12M0.0%+34.7%0.130%
4/27/2026 Elevation Point Wealth Partners LLC178,527$4.10M0.1%+211.3%0.104%
4/25/2026 Keybank National Association OH16,959$390K0.0%-63.3%0.010%
4/25/2026TSG Advice Partners LLC34,372$790K0.1%-4.0%0.020%
4/24/2026 Alaska Wealth Advisors LLC12,243$281K0.0%N/A0.007%
4/23/2026 Mayflower Financial Advisors LLC9,944$229K0.0%N/A0.006%
4/22/2026 Janney Montgomery Scott LLC41,530$954K0.0%+35.0%0.024%
4/22/2026 Goodman 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%
4/21/2026 Silver Oak Securities Incorporated14,788$340K0.0%+5.0%0.009%
4/20/2026 Leeward Financial Partners LLC95,690$2.20M0.7%+2.1%0.056%
4/20/2026 KFA 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%
4/17/2026 WealthBridge Capital Management LLC9,747$224K0.1%N/A0.006%
4/17/2026 Stewardship Advisors LLC240,734$5.53M1.3%-2.6%0.142%
4/16/2026 Meadowbrook Advisors Group LLC117,594$2.70M1.6%-0.9%0.069%
4/16/2026 Ballast Rock Private Wealth LLC14,003$322K0.2%N/A0.008%
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3/17/2026 Rockefeller Capital Management L.P.377,673$8.76M0.0%-5.7%0.256%
3/13/2026 World Investment Advisors39,894$925K0.0%+6.0%0.027%
3/11/2026 Meadowbrook Advisors Group LLC118,656$2.75M1.5%N/A0.081%
3/3/2026 Targeted Financial Services LLC17,958$416K0.4%N/A0.012%
2/19/2026 Axxcess Wealth Management LLC21,465$498K0.0%-3.7%0.015%
2/18/2026 EP Wealth Advisors LLC1,602,126$37.15M0.2%N/A1.088%
2/18/2026 NewEdge Advisors LLC48,032$1.11M0.0%+123.3%0.033%
2/18/2026 Quadrature Capital Ltd73,390$1.70M0.0%+572.4%0.050%
2/18/2026 OLD Mission Capital LLC140,794$3.27M0.1%+781.7%0.096%
2/18/2026 IHT Wealth Management LLC402,908$9.34M0.2%+19.9%0.274%


PZA Institutional Ownership - Frequently Asked Questions

During the previous two years, 317 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 282 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 EP Wealth Advisors LLC ($1.82M).

Institutional investors have bought a total of 37,049,932 shares in the last 24 months. This purchase volume represents approximately $855.68M in transactions.

Of the 100 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 3,693,034 shares in the last 24 months. This volume of shares sold represents approximately $85.50M in transactions.


Related Companies

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 9/9/2026. New 13F filings are added each quarter as they're published.
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