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Invesco National AMT-Free Municipal Bond ETF

191 hedge funds and large institutions have $1.32B invested in Invesco National AMT-Free Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 42

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

2% more funds holding

Funds holding: 187191 (+4)

2% more capital invested

Capital invested by funds: $1.3B → $1.32B (+$25M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.58% less ownership

Funds ownership: 53.92%53.33% (-0.58%)

Holders
191
Holders Change
+4
Holders Change %
+2.14%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
89
Reduced
42
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
26
Summit Wealth & Retirement Planning
California
$3.77M -$400K -14,665 -9%
AA
27
Advisory Alpha
Michigan
$3.57M +$322K +11,807 +10%
SW
28
SteelPeak Wealth
California
$3.06M +$44.5K +1,633 +1%
AFS
29
Axiom Financial Strategies
Indiana
$2.96M -$285K -10,438 -9%
SWM
30
Spire Wealth Management
Virginia
$2.88M -$93.3K -3,420 -3%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.8M -$98.6K -3,617 -3%
ACP
32
Aveo Capital Partners
Colorado
$2.79M -$1.56M -57,340 -36%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.58M +$62.4K +2,287 +2%
NC
34
NewSquare Capital
Pennsylvania
$2.57M +$196K +7,203 +8%
FUBT
35
First United Bank & Trust
Maryland
$2.56M +$233K +8,545 +10%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$2.49M +$418K +15,337 +20%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$2.46M +$131K +4,820 +6%
TIM
38
Tortoise Investment Management
New York
$2.39M -$491 -18 -0%
CB
39
Commerce Bank
Missouri
$2.35M
AFP
40
Ausdal Financial Partners
Iowa
$2.3M +$550K +20,185 +31%
BWM
41
BCGM Wealth Management
Indiana
$2.22M -$247K -9,057 -10%
SPC
42
Sigma Planning Corp
Michigan
$2.21M +$303K +11,106 +16%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$2.17M +$57.3K +2,103 +3%
TIA
44
Traphagen Investment Advisors
New Jersey
$2.1M +$34.7K +1,272 +2%
ACM
45
AlphaStar Capital Management
North Carolina
$2.04M +$1.25M +45,715 +151%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$1.98M -$67.9K -2,489 -3%
FTS
47
Fifth Third Securities
Ohio
$1.93M +$757K +27,762 +63%
ClearBridge Investments
48
ClearBridge Investments
New York
$1.88M +$70.4K +2,582 +4%
CA
49
Calton & Associates
Florida
$1.86M +$87.6K +3,213 +5%
AT
50
Arden Trust
Delaware
$1.84M +$69.1K +2,535 +4%

PZA Hedge Fund Activity: Q3 2021 in Review

191 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco National AMT-Free Municipal Bond ETF (PZA) for Q3 2021, worth a combined $1.32B — up 1.9% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PZA positions and 16 closed out — a net gain of 6 holders — while 89 added to existing stakes and 42 trimmed.

The largest buyer was Bank of America, adding an estimated $35.6M. The largest seller was Jane Street, cutting an estimated $18.3M.

  • 191 institutional investors held Invesco National AMT-Free Municipal Bond ETF (PZA) as of Q3 2021, up from 187 in Q2 2021.
  • Funds reported $1.32B of Invesco National AMT-Free Municipal Bond ETF stock for Q3 2021, up 1.9% quarter-over-quarter.
  • 22 funds opened new Invesco National AMT-Free Municipal Bond ETF positions in Q3 2021 and 16 closed out, a net change of +6 holders.
  • The largest Invesco National AMT-Free Municipal Bond ETF buyer in Q3 2021 was Bank of America, an estimated $35.6M added.
  • The largest Invesco National AMT-Free Municipal Bond ETF seller in Q3 2021 was Jane Street, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2021.