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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
GWM
76
Gray Wealth Management
Maine
$750K -$16K -585 -2%
NCG
77
Newport Capital Group
New Jersey
$727K
CA
78
Cetera Advisors
Colorado
$708K +$147K +5,407 +26%
EH
79
Equitable Holdings
New York
$696K +$45.5K +1,670 +7%
US Bancorp
80
US Bancorp
Minnesota
$684K -$53.9K -1,978 -7%
LGA
81
Lebenthal Global Advisors
New York
$679K +$9.41K +345 +1%
HI
82
Harbour Investments
Wisconsin
$664K -$83K -3,044 -11%
SFS
83
Sowell Financial Services
Arkansas
$647K +$55.1K +2,022 +9%
DWT
84
Dorsey & Whitney Trust
South Dakota
$643K +$51.6K +1,891 +9%
Creative Planning
85
Creative Planning
Kansas
$598K -$28.7K -1,051 -5%
EWA
86
EP Wealth Advisors
California
$578K +$286K +10,491 +95%
AWM
87
AE Wealth Management
Kansas
$566K +$156K +5,709 +37%
CM
88
Columbus Macro
Pennsylvania
$559K +$7.36K +270 +1%
FHC
89
First Heartland Consultants
Missouri
$541K -$37.1K -1,362 -6%
FWA
90
FOCUS Wealth Advisors
Texas
$532K +$11.9K +435 +2%
Comerica Bank
91
Comerica Bank
Texas
$525K -$23K -844 -4%
BWM
92
BCS Wealth Management
Tennessee
$516K
AIA
93
Alera Investment Advisors
Illinois
$501K +$509K +18,653 New
CAG
94
Csenge Advisory Group
Florida
$495K +$132K +4,830 +36%
BWM
95
BerganKDV Wealth Management
Minnesota
$483K +$48.2K +1,769 +11%
SWP
96
Stratos Wealth Partners
Ohio
$483K +$121K +4,436 +33%
TPCW
97
TD Private Client Wealth
New York
$481K
DC
98
Davenport & Co
Virginia
$478K +$3.27K +120 +0.7%
TC
99
TownSquare Capital
Utah
$467K
Mariner
100
Mariner
Kansas
$467K +$474K +17,370 New

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.