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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
TIAM2
101
Tru Independence Asset Management 2
Oregon
$463K -$49.7K -1,824 -10%
KAS
102
Kestra Advisory Services
Texas
$461K -$102K -3,738 -18%
IA
103
IFG Advisory
Georgia
$446K +$89.8K +3,294 +25%
TNB
104
Thomasville National Bank
Georgia
$446K +$453K +16,600 New
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$444K +$19.4K +711 +4%
PFPT
106
Pinnacle Financial Partners (Tennessee)
Tennessee
$436K +$443K +16,242 New
PAS
107
Park Avenue Securities
New York
$433K -$3.74K -137 -0.8%
MAM
108
MMA Asset Management
Pennsylvania
$426K +$66.4K +2,436 +18%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$414K +$84.4K +3,094 +25%
CSPIA
110
Cary Street Partners Investment Advisory
Virginia
$413K -$32.3K -1,184 -7%
RPCA
111
Running Point Capital Advisors
California
$407K +$106K +3,870 +34%
SP
112
Successful Portfolios
Florida
$403K
SPIA
113
Steward Partners Investment Advisory
New York
$397K +$34.5K +1,265 +9%
ACS
114
Archford Capital Strategies
Illinois
$392K -$35.3K -1,293 -8%
AMG
115
Asset Management Group
Connecticut
$365K +$2.13K +78 +0.6%
TWP
116
Tempus Wealth Planning
California
$361K
SVWAG
117
Sound View Wealth Advisors Group
Georgia
$350K
OMC
118
Old Mission Capital
Illinois
$336K +$341K +12,506 New
Jane Street
119
Jane Street
New York
$331K -$18.3M -670,397 -98%
AIFAIM
120
American Institute for Advanced Investment Management
Arizona
$329K
BCM
121
Bienville Capital Management
New York
$317K
VC
122
Vicus Capital
Pennsylvania
$311K +$327 +12 +0.1%
CFGS
123
Concourse Financial Group Securities
Alabama
$300K +$32.1K +1,176 +12%
Prudential Financial
124
Prudential Financial
New Jersey
$294K +$13.5K +494 +5%
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
$283K +$1.12K +41 +0.4%

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.