PZA icon

Invesco National AMT-Free Municipal Bond ETF
PZA

Overview Fund Activity

212 hedge funds and large institutions have $2.07B invested in Invesco National AMT-Free Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-17
Holders Change %
-7.42%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
83
Reduced
73
Closed
39
Calls
$364K
Puts
$1.25M
Net Calls
-$885K
Net Calls Change
-$1.07M

Top Buyers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$23M
2
Jane Street
Jane Street
New York
+$20.8M
3
Goldman Sachs
Goldman Sachs
New York
+$11.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$10.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$43.8M
2
OPAM
Ocean Park Asset Management
California
-$28M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.7M
5
Ameriprise
Ameriprise
Minnesota
-$9.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
76
Northeast Financial Group
Pennsylvania
$1.43M +$246K +10,677 +21%
LGA
77
Lebenthal Global Advisors
New York
$1.27M -$849K -36,834 -40%
FF
78
Francis Financial
$1.24M +$422K +18,310 +52%
FT
79
Fiduciary Trust
Massachusetts
$1.15M – – –
FZCM
80
Flynn Zito Capital Management
New York
$1.12M -$135K -5,843 -11%
CIA
81
Concurrent Investment Advisors
Florida
$1.12M +$96.1K +4,171 +9%
MSFS
82
Main Street Financial Solutions
Pennsylvania
$1.11M +$274K +11,911 +33%
PSCM
83
Per Stirling Capital Management
Texas
$1.1M +$136K +5,886 +14%
Citadel Advisors
84
Citadel Advisors
Florida
$1.06M -$11.7M -506,936 -92%
AFP
85
Ausdal Financial Partners
Iowa
$1.06M +$175K +7,601 +20%
CL
86
Choreo LLC
Illinois
$1.02M +$55.3K +2,398 +6%
MFG
87
Merit Financial Group
Georgia
$986K -$17.6K -764 -2%
PMG
88
ProVise Management Group
Florida
$974K +$3.96K +172 +0.4%
Luther King Capital Management (LKCM)
89
Luther King Capital Management (LKCM)
Texas
$942K -$965K – –
FWA
90
FOCUS Wealth Advisors
Texas
$925K +$92.3K +4,007 +11%
Mariner
91
Mariner
Kansas
$867K -$70.9K -3,076 -8%
KAS
92
Kestra Advisory Services
Texas
$857K -$749K -32,503 -47%
MAM
93
MMA Asset Management
Pennsylvania
$850K – – –
PA
94
PFW Advisors
Georgia
$837K – – –
BWP
95
Bernardo Wealth Planning
Pennsylvania
$814K -$18.1K -787 -2%
RPCA
96
Running Point Capital Advisors
California
$812K +$90.9K +3,947 +13%
GIA
97
Gladstone Institutional Advisory
Florida
$801K -$388K -16,856 -33%
ACA
98
Ackerman Capital Advisors
Texas
$800K -$208K -9,033 -21%
RWM
99
Revisor Wealth Management
Ohio
$698K +$698K +30,292 New
TWP
100
Tyche Wealth Partners
Texas
$691K -$22.8K -990 -3%
2 3
4
5 6