PZA icon

Invesco National AMT-Free Municipal Bond ETF

180 hedge funds and large institutions have $1.44B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
180
Holders Change
+9
Holders Change %
+5.26%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
62
Reduced
59
Closed
13
Calls
$76K
Puts
$113K
Net Calls
-$37K
Net Calls Change
+$238K
Name Holding Trade Value Shares
Change
Shares
Change %
FAFN
101
First Affirmative Financial Network
Colorado
$493K -$12.4K -526 -2%
BWM
102
BerganKDV Wealth Management
Minnesota
$491K -$4.32K -183 -0.9%
MPWT
103
MassMutual Private Wealth & Trust
Connecticut
$471K +$232K +9,824 +97%
Northern Trust
104
Northern Trust
Illinois
$454K
MCI
105
MRP Capital Investments
Georgia
$430K
ASN
106
Advisory Services Network
Georgia
$422K +$140K +5,914 +49%
KIG
107
Kowal Investment Group
Wisconsin
$407K +$407K +17,264 New
OMC
108
Old Mission Capital
Illinois
$404K -$624K -26,434 -61%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$401K -$6.13M -259,961 -94%
Citadel Advisors
110
Citadel Advisors
Florida
$394K +$394K +16,691 New
TNB
111
Thomasville National Bank
Georgia
$392K
AWE
112
Avidian Wealth Enterprises
Texas
$386K +$73K +3,092 +23%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$379K -$11.2K -473 -3%
Creative Planning
114
Creative Planning
Kansas
$343K +$23K +976 +7%
AMG
115
Asset Management Group
Connecticut
$336K +$2.5K +106 +0.7%
TWP
116
Tempus Wealth Planning
California
$317K
HNB
117
Huntington National Bank
Ohio
$317K -$371K
IA
118
IFG Advisory
Georgia
$298K +$28.7K +1,215 +11%
AWS
119
Atria Wealth Solutions
New York
$297K -$2.19M -92,868 -88%
PAS
120
Park Avenue Securities
New York
$294K +$826 +35 +0.3%
BPFA
121
Barnes Pettey Financial Advisors
Mississippi
$285K
AIA
122
Alera Investment Advisors
Illinois
$282K +$282K +11,950 New
SP
123
Successful Portfolios
Florida
$275K -$231K -9,790 -46%
FUBT
124
First United Bank & Trust
Maryland
$274K -$25.9K -1,100 -9%
NFG
125
Nations Financial Group
Iowa
$274K