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

$23.85

+0.03 (+0.13%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership

Number of Institutional Buyers (last 12 months): 120
Total Institutional Inflows (last 12 months): $358.80M

Number of Institutional Sellers (last 12 months): 77
Total Institutional Outflows (last 12 months): $121.24M

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PZA Institutional Buying and Selling by Quarter

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Invesco National AMT-Free Municipal Bond ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	1900 Wealth Management LLC	751,105	$17.79M	1.7%	-11.9%	0.633%
7/26/2024	Argonautica Private Wealth Management Inc.	21,840	$517K	0.2%	+5.2%	0.018%
7/26/2024	AlphaStar Capital Management LLC	33,494	$793K	0.1%	N/A	0.028%
7/26/2024	Bank of New York Mellon Corp	1,206,546	$28.57M	0.0%	+19.3%	1.016%
7/26/2024	Ackerman Capital Advisors LLC	55,519	$1.32M	0.3%	+17.8%	0.047%
7/25/2024	First Heartland Consultants Inc.	127,106	$3.01M	0.2%	+1.5%	0.107%
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7/25/2024	Pineridge Advisors LLC	9,767	$231K	0.1%	-15.1%	0.008%
7/25/2024	Independence Bank of Kentucky	5,800	$137K	0.0%	N/A	0.005%
7/24/2024	McAdam LLC	318,484	$7.54M	0.5%	+8.3%	0.268%
7/24/2024	Lebenthal Global Advisors LLC	93,822	$2.22M	0.5%	-4.0%	0.079%
7/23/2024	Traphagen Investment Advisors LLC	272,037	$6.44M	0.7%	-8.1%	0.229%
7/23/2024	Concourse Financial Group Securities Inc.	3,344	$79K	0.0%	+40.9%	0.003%
7/22/2024	Alaska Wealth Advisors	9,543	$226K	0.0%	-10.0%	0.008%
7/19/2024	Raymond James & Associates	282,379	$6.69M	0.0%	-0.9%	0.238%
7/19/2024	CAP Partners LLC	12,367	$293K	0.2%	+20.2%	0.010%
7/19/2024	Tyche Wealth Partners LLC	30,921	$732K	0.2%	+2.1%	0.026%
7/18/2024	Miracle Mile Advisors LLC	638,514	$15.12M	0.4%	+40.3%	0.538%
7/17/2024	SteelPeak Wealth LLC	122,206	$2.89M	0.1%	-13.1%	0.103%
7/16/2024	Envestnet Portfolio Solutions Inc.	12,432	$294K	0.0%	-5.3%	0.010%
7/16/2024	Wealth Enhancement Advisory Services LLC	178,806	$4.23M	0.0%	-5.7%	0.151%
7/15/2024	Dynamic Advisor Solutions LLC	25,343	$600K	0.0%	-3.9%	0.021%
7/15/2024	Northeast Financial Group Inc.	37,633	$891K	0.4%	+21.2%	0.032%
7/12/2024	Francis Financial Inc.	32,555	$771K	0.2%	+98.0%	0.027%
7/12/2024	Cliftonlarsonallen Wealth Advisors LLC	2,370,316	$56.13M	1.2%	+7.7%	1.996%
7/11/2024	CX Institutional	608,953	$14.42M	0.7%	-30.5%	0.513%
7/10/2024	Stewardship Advisors LLC	315,716	$7.48M	2.5%	+24.2%	0.266%
7/10/2024	PFW Advisors LLC	37,422	$886K	0.3%	+2.7%	0.032%
7/10/2024	First Affirmative Financial Network	13,970	$331K	0.2%	-35.2%	0.012%
7/10/2024	Anderson Hoagland & Co.	398,742	$9.48M	1.0%	+12.6%	0.336%
7/10/2024	Bernardo Wealth Planning LLC	39,205	$928K	0.2%	+103.1%	0.033%
7/9/2024	Park Avenue Securities LLC	84,979	$2.01M	0.0%	+61.7%	0.072%
7/2/2024	Massmutual Trust Co. FSB ADV	9,943	$235K	0.0%	-33.5%	0.008%
7/2/2024	GAMMA Investing LLC	1,336	$32K	0.0%	N/A	0.001%
6/11/2024	EverSource Wealth Advisors LLC	8,906	$208K	0.0%	+46.0%	0.007%
5/24/2024	Cetera Advisors LLC	72,933	$1.74M	0.0%	+175.4%	0.061%
5/24/2024	Cetera Investment Advisers	481,023	$11.46M	0.0%	+122.0%	0.405%
5/17/2024	Advisory Resource Group	19,268	$459K	0.1%	-2.2%	0.016%
5/17/2024	Comerica Bank	521,466	$12.43M	0.1%	+16.3%	0.439%
5/16/2024	Jane Street Group LLC	498,043	$11.87M	0.0%	N/A	0.419%
5/16/2024	B. Riley Wealth Advisors Inc.	15,196	$337K	0.0%	+80.1%	0.013%
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5/16/2024	Waverly Advisors LLC	65,571	$1.56M	0.0%	N/A	0.056%
5/16/2024	Econ Financial Services Corp	55,171	$1.32M	0.8%	+154.3%	0.047%
5/14/2024	EP Wealth Advisors LLC	1,265,248	$30.15M	0.4%	+2.5%	1.080%
5/11/2024	Trustmark National Bank Trust Department	1,589,389	$37.88M	3.1%	+9.4%	1.356%
5/10/2024	Osaic Holdings Inc.	613,712	$14.63M	0.0%	-26.9%	0.524%
5/10/2024	First Foundation Advisors	327,428	$7.80M	0.3%	+117.9%	0.279%
5/9/2024	Dorsey & Whitney Trust CO LLC	24,349	$580K	0.0%	-8.7%	0.021%
5/8/2024	Avantax Advisory Services Inc.	8,961	$214K	0.0%	-23.5%	0.008%
5/8/2024	US Bancorp DE	325,363	$7.75M	0.0%	+18.1%	0.278%
5/7/2024	Concurrent Investment Advisors LLC	56,048	$1.34M	0.1%	+192.8%	0.048%
5/7/2024	BCGM Wealth Management LLC	19,797	$472K	0.2%	+3.7%	0.017%
5/7/2024	Bernardo Wealth Planning LLC	19,304	$460K	0.1%	N/A	0.016%
5/6/2024	Envestnet Portfolio Solutions Inc.	13,131	$313K	0.0%	-13.6%	0.011%
5/6/2024	Advisory Alpha LLC	35,484	$846K	0.0%	-35.4%	0.030%
5/4/2024	Richardson Financial Services Inc.	7,809	$186K	0.1%	+28.1%	0.007%
5/3/2024	Avidian Wealth Solutions LLC	112,428	$2.68M	0.1%	+61.7%	0.096%
5/2/2024	Cliftonlarsonallen Wealth Advisors LLC	2,200,512	$52.44M	1.2%	N/A	1.878%
5/2/2024	Financial Counselors Inc.	9,311	$222K	0.0%	N/A	0.008%
5/1/2024	Janney Montgomery Scott LLC	17,033	$406K	0.0%	-11.3%	0.015%
5/1/2024	Flynn Zito Capital Management LLC	45,374	$1.08M	0.6%	+15.2%	0.039%
4/30/2024	Private Advisor Group LLC	47,136	$1.12M	0.0%	-12.8%	0.040%
4/29/2024	Commonwealth Equity Services LLC	104,430	$2.49M	0.0%	+6.1%	0.089%
4/26/2024	First Personal Financial Services	2,550	$61K	0.0%	-35.1%	0.002%
4/24/2024	1900 Wealth Management LLC	852,161	$20.31M	1.9%	+7.6%	0.733%
4/24/2024	Ackerman Capital Advisors LLC	47,115	$1.12M	0.3%	+11.2%	0.041%
4/23/2024	James J. Burns & Company LLC	17,048	$403K	0.1%	-30.6%	0.015%
4/23/2024	Global Retirement Partners LLC	8,647	$206K	0.0%	-25.8%	0.007%
4/23/2024	Nations Financial Group Inc. IA ADV	10,922	$260K	0.0%	-6.8%	0.009%
4/23/2024	McAdam LLC	293,982	$7.01M	0.4%	-5.3%	0.253%
4/23/2024	Raymond James Financial Services Advisors Inc.	62,319	$1.49M	0.0%	+14.5%	0.054%
4/22/2024	Raymond James & Associates	285,029	$6.79M	0.0%	+6.7%	0.245%
4/19/2024	Leeward Financial Partners LLC	54,859	$1.31M	0.6%	+18.6%	0.047%
4/18/2024	Miracle Mile Advisors LLC	455,253	$10.85M	0.3%	+55.7%	0.392%
4/18/2024	Kowal Investment Group LLC	66,309	$1.58M	0.3%	-3.1%	0.057%
4/18/2024	Francis Financial Inc.	16,438	$392K	0.1%	N/A	0.014%
4/18/2024	SteelPeak Wealth LLC	140,617	$3.35M	0.2%	+50.8%	0.121%
4/16/2024	Courier Capital LLC	17,948	$428K	0.0%	N/A	0.015%
4/15/2024	Northeast Financial Group Inc.	31,060	$740K	0.3%	+6.0%	0.027%
4/12/2024	Anderson Hoagland & Co.	354,083	$8.30M	0.9%	+0.5%	0.305%
4/11/2024	FOCUS Wealth Advisors LLC	37,859	$902K	0.5%	+79.5%	0.038%
4/11/2024	PFW Advisors LLC	36,447	$869K	0.3%	-2.8%	0.037%
4/10/2024	Park Avenue Securities LLC	52,546	$1.25M	0.0%	+21.3%	0.053%
4/9/2024	Massmutual Trust Co. FSB ADV	14,950	$356K	0.0%	-7.4%	0.015%
3/22/2024	PNC Financial Services Group Inc.	485,254	$11.73M	0.0%	-12.7%	0.491%
3/15/2024	B. Riley Wealth Advisors Inc.	8,438	$204K	0.0%	-44.5%	0.009%
3/4/2024	Richardson Financial Services Inc.	6,096	$147K	0.1%	N/A	0.006%
3/1/2024	Pineridge Advisors LLC	11,631	$281K	0.1%	N/A	0.012%
2/29/2024	Tortoise Investment Management LLC	145,075	$3.51M	0.5%	-17.7%	0.147%
2/28/2024	EP Wealth Advisors LLC	1,234,569	$29.85M	0.4%	+114.8%	1.248%
2/26/2024	Integrated Advisors Network LLC	202,725	$4.90M	0.3%	N/A	0.205%
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2/20/2024	GLOBALT Investments LLC GA	19,400	$469K	0.0%	N/A	0.020%
2/14/2024	Evercore Wealth Management LLC	8,393	$203K	0.0%	N/A	0.008%
2/13/2024	Exencial Wealth Advisors LLC	15,985	$387K	0.0%	N/A	0.016%
2/13/2024	James J. Burns & Company LLC	24,573	$594K	0.1%	-18.3%	0.025%
2/12/2024	Dorsey & Whitney Trust CO LLC	26,682	$645K	0.0%	+5.1%	0.027%
2/12/2024	Stifel Financial Corp	726,935	$17.58M	0.0%	+23.3%	0.735%
2/12/2024	CAP Partners LLC	10,166	$246K	0.2%	N/A	0.010%
2/12/2024	Proquility Private Wealth Partners LLC	128,198	$3.10M	1.2%	-15.6%	0.130%
2/12/2024	MMA Asset Management LLC	25,801	$616K	0.3%	-2.7%	0.026%
2/9/2024	Advisory Services Network LLC	103,864	$2.51M	0.1%	+614.3%	0.105%

(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, 215 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), Cliftonlarsonallen Wealth Advisors LLC ($56.13M), Northwestern Mutual Wealth Management Co. ($48.03M), LPL Financial LLC ($41.29M), Wells Fargo & Company MN ($40.84M), and Trustmark National Bank Trust Department ($37.88M).Learn more on PZA's institutional investors.
Which institutional investors have been buying Invesco National AMT-Free Municipal Bond ETF stock?: Of the 180 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), Cliftonlarsonallen Wealth Advisors LLC ($2.37M), Northwestern Mutual Wealth Management Co. ($1.51M), Goodman Advisory Group LLC ($1.27M), Wright Fund Management LLC ($1.27M), LPL Financial LLC ($1.10M), and EP Wealth Advisors LLC ($969.18K).
How much institutional buying is happening at Invesco National AMT-Free Municipal Bond ETF?: Institutional investors have bought a total of 32,268,234 shares in the last 24 months. This purchase volume represents approximately $757.56M in transactions.

Which Invesco National AMT-Free Municipal Bond ETF major shareholders have been selling company stock?: Of the 135 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), UBS Group AG ($1.51M), Envestnet Asset Management Inc. ($1.05M), 1900 Wealth Management LLC ($735.74K), Ackerman Capital Advisors LLC ($510.81K), Commonwealth Equity Services LLC ($460.14K), and Goodman Advisory Group LLC ($429.05K).
How much institutional selling is happening at Invesco National AMT-Free Municipal Bond ETF?: Institutional investors have sold a total of 12,354,602 shares in the last 24 months. This volume of shares sold represents approximately $285.85M in transactions.