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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
SFG
51
StrategIQ Financial Group
Indiana
$1.84M +$67.5K +2,475 +4%
CCP
52
Cardan Capital Partners
Colorado
$1.8M +$18.2K +669 +1%
PA
53
Procyon Advisors
Connecticut
$1.7M +$245K +8,994 +17%
MML Investors Services
54
MML Investors Services
Massachusetts
$1.69M +$83.1K +3,048 +5%
DWM
55
Dakota Wealth Management
Florida
$1.65M +$1.67M +61,267 New
DAS
56
Dynamic Advisor Solutions
Arizona
$1.43M -$16.2K -594 -1%
CAN
57
Cetera Advisor Networks
California
$1.43M -$98.4K -3,610 -6%
GIA
58
Gladstone Institutional Advisory
Florida
$1.43M +$28.7K +1,054 +2%
OC
59
Oppenheimer & Co
New York
$1.41M +$6.38K +234 +0.4%
APA
60
American Portfolios Advisors
New York
$1.36M +$90.5K +3,319 +7%
FPS
61
Fieldpoint Private Securities
Connecticut
$1.35M -$278K -10,184 -17%
MWM
62
Mascoma Wealth Management
New Hampshire
$1.3M +$86.6K +3,175 +7%
SF
63
Synovus Financial
Georgia
$1.27M -$97.7K -3,582 -7%
FWP
64
FAS Wealth Partners
Kansas
$1.2M +$24.4K +894 +2%
BAM
65
Belpointe Asset Management
Nevada
$1.14M +$20.3K +746 +2%
AHC
66
Anderson Hoagland & Co
Missouri
$1.04M +$122K +4,487 +13%
Truist Financial
67
Truist Financial
North Carolina
$937K +$18.1K +662 +2%
IFA
68
Interactive Financial Advisors
Illinois
$860K +$96.5K +3,538 +12%
FTUS
69
Flow Traders U.S.
New York
$860K +$603K +22,107 +223%
JP Morgan Chase
70
JP Morgan Chase
New York
$843K -$202K -7,395 -19%
William Blair & Company
71
William Blair & Company
Illinois
$823K -$1.17K -43 -0.1%
SCA
72
Snowden Capital Advisors
New York
$814K -$7.47K -274 -0.9%
FAFN
73
First Affirmative Financial Network
Colorado
$804K +$816K +29,932 New
WS
74
Wedbush Securities
California
$782K +$22.5K +825 +3%
PAG
75
Private Advisor Group
New Jersey
$752K +$186K +6,815 +32%

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.