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

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$23.52
-0.10 (-0.42%)
(As of 04/18/2024 ET)
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Stock AnalysisChartDividendHeadlinesHoldingsOwnership

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

Number of
Institutional Buyers
(last 12 months)
145
Total
Institutional Inflows
(last 12 months)
$538.92M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$180.70M
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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
4/18/2024Miracle Mile Advisors LLC455,253$10.85M0.3%+55.7%0.392%
4/18/2024Kowal Investment Group LLC66,309$1.58M0.3%-3.1%0.057%
4/18/2024Francis Financial Inc.16,438$392K0.1%N/A0.014%
4/18/2024SteelPeak Wealth LLC140,617$3.35M0.2%+50.8%0.121%
4/16/2024Courier Capital LLC17,948$428K0.0%N/A0.015%
4/15/2024Northeast Financial Group Inc.31,060$740K0.3%+6.0%0.027%
4/12/2024 Anderson Hoagland & Co.354,083$8.30M0.9%+0.5%0.305%
4/11/2024 FOCUS Wealth Advisors LLC37,859$902K0.5%+79.5%0.038%
4/11/2024 PFW Advisors LLC36,447$869K0.3%-2.8%0.037%
4/10/2024 Park Avenue Securities LLC52,546$1.25M0.0%+21.3%0.053%
4/9/2024 Massmutual Trust Co. FSB ADV14,950$356K0.0%-7.4%0.015%
3/22/2024PNC Financial Services Group Inc.485,254$11.73M0.0%-12.7%0.491%
3/15/2024B. Riley Wealth Advisors Inc.8,438$204K0.0%-44.5%0.009%
3/4/2024Richardson Financial Services Inc.6,096$147K0.1%N/A0.006%
3/1/2024Pineridge Advisors LLC11,631$281K0.1%N/A0.012%
2/29/2024Tortoise Investment Management LLC145,075$3.51M0.5%-17.7%0.147%
2/28/2024EP Wealth Advisors LLC1,234,569$29.85M0.4%+114.8%1.248%
2/26/2024Integrated Advisors Network LLC202,725$4.90M0.3%N/A0.205%
2/20/2024GLOBALT Investments LLC GA19,400$469K0.0%N/A0.020%
2/16/2024Harbour Investments Inc.6,278$152K0.0%-39.5%0.006%
2/15/2024Mercer Global Advisors Inc. ADV147,115$3.56M0.0%+70.3%0.149%
2/15/2024Townsquare Capital LLC23,200$561K0.0%-46.2%0.023%
2/15/2024Encompass More Asset Management58,579$1.42M1.6%N/A0.059%
2/15/2024Comerica Bank448,540$10.85M0.0%+10.3%0.454%
2/14/2024Royal Bank of Canada265,330$6.42M0.0%-6.4%0.268%
2/14/2024Kestra Advisory Services LLC59,865$1.45M0.0%+22.8%0.061%
2/14/2024Creative Planning33,745$816K0.0%-20.9%0.034%
2/14/2024Evercore Wealth Management LLC8,393$203K0.0%N/A0.008%
2/13/2024Envestnet Asset Management Inc.1,635,234$39.54M0.0%-1.3%1.653%
2/13/2024Northern Trust Corp12,120$293K0.0%-78.4%0.012%
2/13/2024Exencial Wealth Advisors LLC15,985$387K0.0%N/A0.016%
2/13/2024Cetera Advisor Networks LLC152,159$3.68M0.0%+15.4%0.154%
2/13/2024James J. Burns & Company LLC24,573$594K0.1%-18.3%0.025%
2/12/2024Dorsey & Whitney Trust CO LLC26,682$645K0.0%+5.1%0.027%
2/12/2024Stifel Financial Corp726,935$17.58M0.0%+23.3%0.735%
2/12/2024CAP Partners LLC10,166$246K0.2%N/A0.010%
2/12/2024Proquility Private Wealth Partners LLC128,198$3.10M1.2%-15.6%0.130%
2/12/2024MMA Asset Management LLC25,801$616K0.3%-2.7%0.026%
2/9/2024Advisory Services Network LLC103,864$2.51M0.1%+614.3%0.105%
2/9/2024ProVise Management Group LLC36,934$893K0.1%-4.6%0.037%
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2/9/2024US Bancorp DE275,543$6.66M0.0%+176.9%0.279%
2/9/2024Cambridge Investment Research Advisors Inc.16,916$409K0.0%+7.0%0.017%
2/9/2024King Luther Capital Management Corp153,238$3.71M0.0%+0.8%0.155%
2/9/2024EverSource Wealth Advisors LLC6,100$147K0.0%N/A0.006%
2/9/2024Assetmark Inc.301,186$7.28M0.0%+4.0%0.305%
2/9/2024Corient Private Wealth LLC29,066$703K0.0%N/A0.029%
2/9/2024Wells Fargo & Company MN1,689,073$40.84M0.0%-1.0%1.708%
2/9/2024Gladstone Institutional Advisory LLC41,694$1.01M0.1%+2.2%0.042%
2/9/2024UBS Group AG2,740,480$66.27M0.0%-8.9%2.771%
2/9/2024PNC Financial Services Group Inc.485,254$11.73M0.0%-12.7%0.491%
2/8/2024BCGM Wealth Management LLC19,095$462K0.2%-52.3%0.019%
2/8/2024Northeast Financial Group Inc.29,291$708K0.3%+39.5%0.030%
2/8/2024Tortoise Investment Management LLC145,075$3.46M0.4%-17.7%0.147%
2/8/2024First Heartland Consultants Inc.120,337$2.91M0.4%+13.9%0.122%
2/8/2024Janney Montgomery Scott LLC19,206$464K0.0%-6.9%0.019%
2/8/2024First United Bank & Trust21,020$508K0.2%+65.8%0.021%
2/7/2024Avantax Advisory Services Inc.11,711$283K0.0%N/A0.012%
2/7/2024Envestnet Portfolio Solutions Inc.15,195$367K0.0%-3.5%0.015%
2/7/2024AlphaStar Capital Management LLC31,791$769K0.1%-50.1%0.032%
2/7/2024Collaborative Wealth Managment Inc.53,063$1.28M0.7%+11.2%0.054%
2/7/2024Cary Street Partners Investment Advisory LLC18,813$455K0.0%+438.4%0.019%
2/7/2024Lebenthal Global Advisors LLC98,339$2.38M0.6%-19.8%0.099%
2/7/2024Principal Securities Inc.24,374$589K0.0%N/A0.025%
2/6/2024Charles Schwab Investment Management Inc.47,226$1.14M0.0%N/A0.048%
2/6/2024Private Advisor Group LLC54,025$1.31M0.0%-68.2%0.055%
2/6/2024Spire Wealth Management72,373$1.72M0.1%N/A0.073%
2/6/2024Avidian Wealth Solutions LLC69,510$1.68M0.1%+45.3%0.070%
2/6/2024Aveo Capital Partners LLC204,334$4.94M0.6%N/A0.207%
2/5/2024Cary Street Partners Investment Advisory LLC18,813$455K0.1%+438.4%0.019%
2/5/2024McAdam LLC310,500$7.51M0.5%+30.0%0.314%
2/5/2024Vantage Financial Partners LLC19,915$482K0.1%N/A0.020%
2/2/2024Addison Advisors LLC11,605$281K0.1%-59.0%0.012%
2/2/2024Truist Financial Corp30,902$747K0.0%+83.2%0.031%
2/2/2024Argonautica Private Wealth Management Inc.15,255$369K0.2%-30.7%0.015%
2/2/2024Atria Wealth Solutions Inc.12,491$302K0.0%-13.2%0.013%
2/1/2024Parkside Financial Bank & Trust3,500$85K0.0%N/A0.004%
2/1/20241900 Wealth Management LLC791,616$19.14M1.8%+488.4%0.800%
2/1/2024Capital Investment Advisory Services LLC6,331$153K0.0%-8.7%0.006%
1/31/2024Flynn Zito Capital Management LLC39,371$952K0.6%-6.8%0.040%
1/31/2024Goodman Advisory Group LLC986,707$23.86M8.1%+199.2%0.998%
1/30/2024Tyche Wealth Partners LLC30,049$727K0.2%N/A0.030%
1/29/2024AlphaQ Advisors LLC10,667$258K0.2%-50.5%0.011%
1/29/2024MRP Capital Investments LLC18,236$441K0.5%N/A0.018%
1/26/2024Leeward Financial Partners LLC46,236$1.12M0.5%+13.1%0.047%
1/25/2024 International Assets Investment Management LLC40,284$974K0.0%N/A0.041%
1/24/2024Stratos Wealth Partners LTD.87,172$2.11M0.0%-9.0%0.088%
1/24/2024Allworth Financial LP497,493$12.03M0.1%+0.1%0.503%
1/24/2024Sowell Financial Services LLC17,006$411K0.0%-26.3%0.017%
1/24/2024 International Assets Investment Management LLC40,284$974K0.0%N/A0.041%
1/24/2024Mascoma Wealth Management LLC34,138$825K0.2%-7.9%0.035%
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1/24/2024SteelPeak Wealth LLC93,224$2.25M0.1%-38.7%0.094%
1/24/2024Private Trust Co. NA1,391$34K0.0%N/A0.001%
1/23/2024Advisory Alpha LLC54,896$1.33M0.1%+11.7%0.056%
1/23/2024StrategIQ Financial Group LLC63,171$1.53M0.2%-5.6%0.064%
1/23/2024Parcion Private Wealth LLC331,412$8.01M0.7%-22.4%0.335%
1/23/2024UMB Bank n.a.86,701$2.10M0.0%+308.9%0.088%
1/23/2024American Institute for Advanced Investment Management LLP9,545$231K0.2%+5.5%0.010%
1/22/2024Wright Fund Management LLC1,273,100$30.78M1.5%N/A1.287%
1/22/2024Miracle Mile Advisors LLC292,481$7.07M0.2%+90.7%0.296%
1/22/2024Kowal Investment Group LLC68,437$1.66M0.4%+100.5%0.069%
(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, 241 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), UBS Group AG ($66.27M), Morgan Stanley ($48.96M), Northwestern Mutual Wealth Management Co. ($48.03M), LPL Financial LLC ($41.29M), Wells Fargo & Company MN ($40.84M), and Envestnet Asset Management Inc. ($39.54M).Learn more on PZA's institutional investors.

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

Of the 203 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 ($8.09M), Northwestern Mutual Wealth Management Co. ($1.74M), Integrated Wealth Concepts LLC ($1.67M), Wells Fargo & Company MN ($1.37M), Goodman Advisory Group LLC ($1.27M), Wright Fund Management LLC ($1.27M), and LPL Financial LLC ($1.10M).

How much institutional buying is happening at Invesco National AMT-Free Municipal Bond ETF?

Institutional investors have bought a total of 35,120,696 shares in the last 24 months. This purchase volume represents approximately $826.15M in transactions.

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

Of the 154 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: Bank of America Corp DE ($3.67M), Integrated Wealth Concepts LLC ($1.56M), UBS Group AG ($1.52M), Envestnet Asset Management Inc. ($1.07M), 1900 Wealth Management LLC ($634.69K), Ackerman Capital Advisors LLC ($510.81K), and Goodman Advisory Group LLC ($491.80K).

How much institutional selling is happening at Invesco National AMT-Free Municipal Bond ETF?

Institutional investors have sold a total of 17,720,397 shares in the last 24 months. This volume of shares sold represents approximately $417.98M in transactions.


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This page (NYSEARCA:PZA) was last updated on 4/19/2024 by MarketBeat.com Staff

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