PZA icon

Invesco National AMT-Free Municipal Bond ETF
PZA

Overview Fund Activity

199 hedge funds and large institutions have $1.84B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 52 reducing their positions, and 27 closing their positions.

Holders
199
Holders Change
-4
Holders Change %
-1.97%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
87
Reduced
52
Closed
27
Calls
$83K
Puts
$548K
Net Calls
-$465K
Net Calls Change
-$320K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$52.4M
2
Bank of America
2
Bank of America
North Carolina
$947M
3
Jane Street
3
Jane Street
New York
$11.9M
4
SWP
4
Stratos Wealth Partners
Ohio
$13.9M
5
UBS Group
5
UBS Group
Switzerland
$75.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.3M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$18.5M
3
GAG
3
Goodman Advisory Group
Massachusetts
$18.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$14.6M
5
IAN
5
Integrated Advisors Network
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$8.66M 363,476 -121,778 -25%
CIM
27
Confluence Investment Management
Missouri
$8.61M 361,255 -2,937 -0.8%
AHC
28
Anderson Hoagland & Co
Missouri
$8.3M 354,083 +1,890 +0.5%
MML Investors Services
29
MML Investors Services
Massachusetts
$8.24M 345,735 +9,271 +3%
AssetMark Inc
30
AssetMark Inc
California
$8.04M 337,494 +36,308 +12%
FFA
31
First Foundation Advisors
California
$7.8M 327,428 +177,177 +118%
US Bancorp
32
US Bancorp
Minnesota
$7.75M 325,363 +49,820 +18%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$7.25M 304,302 +61,322 +25%
TIA
34
Traphagen Investment Advisors
New Jersey
$7.05M 295,998 -137,464 -32%
ML
35
McAdam LLC
Pennsylvania
$7.01M 293,982 -16,518 -5%
RJA
36
Raymond James & Associates
Florida
$6.79M 285,029 +17,880 +7%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$6.6M 277,154 +11,824 +4%
PPWP
38
Proquility Private Wealth Partners
Nevada
$6.37M 267,314 +139,116 +109%
Renaissance Technologies
39
Renaissance Technologies
New York
$6.31M 264,671 +84,471 +47%
GKWIM
40
Gerber Kawasaki Wealth & Investment Management
California
$6.24M 261,750 +40,544 +18%
SA
41
Stewardship Advisors
Pennsylvania
$6.06M 254,118 +254,118 New
IWM
42
IHT Wealth Management
Illinois
$5.74M 241,073 +8,062 +3%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$5.41M 226,851 +54,784 +32%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$4.74M 198,760 -55,497 -22%
ACP
45
Aveo Capital Partners
Colorado
$4.61M 195,277 -9,057 -4%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$4.52M 189,516 +1 +0%
CAN
47
Cetera Advisor Networks
California
$4.27M 179,263 +27,104 +18%
Truist Financial
48
Truist Financial
North Carolina
$3.71M 155,703 +124,801 +404%
Luther King Capital Management (LKCM)
49
Luther King Capital Management (LKCM)
Texas
– – – –
TIM
50
Tortoise Investment Management
New York
$3.51M 147,395 +2,320 +2%
1
2
3 4 5