Free Trial
→ I was right about SpaceX (From Brownstone Research) (Ad)tc pixel Free PZA Stock Alerts

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

Invesco National AMT-Free Municipal Bond ETF logo
$23.25 -0.01 (-0.04%)
As of 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)
207
Total
Institutional Inflows
(last 12 months)
$836.25M
Number of
Institutional Sellers
(last 12 months)
122
Total
Institutional Outflows
(last 12 months)
$200.05M
Get PZA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco National AMT-Free Municipal Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PZA Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/5/2026 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%
4/25/2026 TSG 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%
3/17/2026Rockefeller 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%
2/18/2026EP 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 AR 2,030$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%
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%
2/17/2026 Private 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%
2/16/2026 MML Investors Services LLC292,528$6.78M0.0%+20.4%0.199%
2/16/2026Mariner LLC18,341$425K0.0%+62.5%0.012%
2/16/2026Integrity Financial Corp WA17,244$400K0.2%N/A0.012%
2/16/2026Aptus Capital Advisors LLC6,649$154K0.0%+7.9%0.005%
2/13/2026 Kestra Advisory Services LLC45,174$1.05M0.0%+30.6%0.031%
2/13/2026Ally Invest Advisors Inc.35,466$822K0.1%+7.6%0.024%
2/13/2026Stifel Financial Corp884,956$20.52M0.0%+0.5%0.601%
2/13/2026Commerce Bank35,727$829K0.0%+73.7%0.024%
2/13/2026A4 Wealth Advisors LLC13,859$321K0.3%N/A0.009%
2/13/2026Integrated Wealth Concepts LLC221,572$5.14M0.1%+25.2%0.150%
2/13/2026OpenArc Corporate Advisory LLC36,949$857K0.0%N/A0.025%
2/13/2026Charles Schwab Investment Management Inc.27,669$642K0.0%N/A0.019%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,076,590$24.97M0.0%N/A0.731%
2/13/2026Wells Fargo & Company MN1,393,723$32.32M0.0%+3.9%0.946%
2/13/2026Gerber Kawasaki Wealth & Investment Management679,313$15.75M0.5%+0.3%0.461%
2/12/2026 Laurel Oak Wealth Management LLC9,812$228K0.0%N/A0.007%
2/12/2026Jane Street Group LLC2,447,309$56.75M0.0%+374.2%1.661%
2/12/2026Orion Porfolio Solutions LLC17,568$407K0.0%-4.2%0.012%
2/12/2026 Commonwealth Equity Services LLC393,122$9.12M0.0%-4.5%0.267%
2/12/2026Renaissance Technologies LLC288,900$6.70M0.0%-33.0%0.196%
2/12/2026 Elevation Point Wealth Partners LLC57,340$1.33M0.1%-1.6%0.039%
2/12/2026Steward Partners Investment Advisory LLC10,609$246K0.0%-39.5%0.007%
2/12/2026Moneta Group Investment Advisors LLC187,299$4.34M0.0%+3.6%0.127%
2/12/2026Principal Securities Inc.87,296$2.02M0.0%-1.0%0.059%
2/12/2026Great Valley Advisor Group Inc.9,519$221K0.0%-7.9%0.006%
2/12/2026Advisory Resource Group17,831$414K0.1%-12.7%0.012%
2/11/2026 Goodman Advisory Group LLC321,591$7.46M1.8%+88.3%0.218%
2/11/2026Capital Analysts LLC8,552$198K0.0%N/A0.006%
2/11/2026LPL Financial LLC2,618,017$60.71M0.0%-0.8%1.777%
2/11/2026JPMorgan Chase & Co.712,394$16.52M0.0%+41.9%0.484%
2/11/2026Ackerman Capital Advisors LLC19,564$454K0.1%-17.3%0.013%
2/11/2026Schwallier Wealth Management LLC13,325$310K0.2%+5.1%0.009%
2/11/2026 J.W. Cole Advisors Inc.22,216$515K0.0%+2.1%0.015%
2/11/2026 Vise Technologies Inc.67,637$1.57M0.0%-2.7%0.046%
2/10/2026ShoreHaven Wealth Partners LLC35,320$819K0.3%+7.0%0.024%
2/10/2026Bank of New York Mellon Corp2,465,871$57.18M0.0%+8.6%1.674%
2/10/2026Calton & Associates Inc.30,836$715K0.1%-34.1%0.021%
2/10/2026Northwestern Mutual Wealth Management Co.1,877,361$43.54M0.0%+19.4%1.275%
2/10/2026IFG Advisory LLC24,722$573K0.0%+7.8%0.017%
2/9/2026 Connecticut Capital Management Group LLC152,850$3.55M3.4%N/A0.104%
2/9/2026Collaborative Wealth Managment Inc.89,747$2.08M0.7%-2.3%0.061%


PZA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PZA shares?

During the previous two years, 311 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 ($1.22B), 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.

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

Of the 284 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 ($6.45M), Wellington Management Group LLP ($5.08M), Jane Street Group LLC ($4.58M), Richard Bernstein Advisors LLC ($3.07M), Cliftonlarsonallen Wealth Advisors LLC ($2.12M), Envestnet Asset Management Inc. ($1.91M), and EP Wealth Advisors LLC ($1.90M).

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

Institutional investors have bought a total of 36,314,290 shares in the last 24 months. This purchase volume represents approximately $836.25M in transactions.

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

Of the 122 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: CX Institutional ($1.50M), Parcion Private Wealth LLC ($975.64K), Annex Advisory Services LLC ($764.05K), Northwestern Mutual Wealth Management Co. ($486.73K), JPMorgan Chase & Co. ($476.67K), Truist Financial Corp ($303.02K), and Ameriprise Financial Inc. ($297.47K).

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

Institutional investors have sold a total of 8,810,468 shares in the last 24 months. This volume of shares sold represents approximately $200.05M in transactions.


Related Companies

This page (NYSEARCA:PZA) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel