PZA icon

Invesco National AMT-Free Municipal Bond ETF

223 hedge funds and large institutions have $1.91B invested in Invesco National AMT-Free Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

15% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 84

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
223
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$293K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATS
76
Ashton Thomas Securities
New York
$1.3M
FZCM
77
Flynn Zito Capital Management
New York
$1.13M
MSFS
78
Main Street Financial Solutions
Pennsylvania
$1.12M
FT
79
Fiduciary Trust
Massachusetts
$1.12M
CA
80
Calton & Associates
Florida
$1.06M
CL
81
Choreo LLC
Illinois
$1.02M
AFP
82
Ausdal Financial Partners
Iowa
$1.01M
MFG
83
Merit Financial Group
Georgia
$976K
FWA
84
FOCUS Wealth Advisors
Texas
$946K
CI
85
CX Institutional
Indiana
$917K
PMG
86
ProVise Management Group
Florida
$915K
GSIAS
87
Garden State Investment Advisory Services
New Jersey
$901K
AWE
88
Avidian Wealth Enterprises
Texas
$879K
PSCM
89
Per Stirling Capital Management
Texas
$860K
MFG
90
MidWestOne Financial Group
Iowa
$840K
HF
91
HRT Financial
New York
$804K
MAM
92
MMA Asset Management
Pennsylvania
$803K
1WM
93
1900 Wealth Management
Texas
$798K
Luther King Capital Management (LKCM)
94
Luther King Capital Management (LKCM)
Texas
$797K
UB
95
UMB Bank
Missouri
$796K
RPCA
96
Running Point Capital Advisors
California
$786K
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$755K
WIA
98
World Investment Advisors
California
$728K
BWP
99
Bernardo Wealth Planning
Pennsylvania
$725K
KPWG
100
KFA Private Wealth Group
Virginia
$700K