PZA icon

Invesco National AMT-Free Municipal Bond ETF

188 hedge funds and large institutions have $1.4B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 21 closing their positions.

Holders
188
Holders Change
+8
Holders Change %
+4.44%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
56
Reduced
64
Closed
21
Calls
$33K
Puts
$671K
Net Calls
-$638K
Net Calls Change
-$601K
Name Holding Trade Value Shares
Change
Shares
Change %
SF
101
Synovus Financial
Georgia
$474K
EFS
102
Econ Financial Services
Pennsylvania
$472K +$472K +21,285 New
UB
103
UMB Bank
Missouri
$470K -$276K -12,444 -37%
BAM
104
Belpointe Asset Management
Nevada
$469K
NFG
105
Northeast Financial Group
Pennsylvania
$465K +$465K +20,990 New
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$457K -$189K -8,539 -29%
FAFN
107
First Affirmative Financial Network
Colorado
$446K -$16.5K -743 -4%
AC
108
ASB Consultores
Florida
$405K -$498K -22,458 -55%
LAS
109
Lloyd Advisory Services
Georgia
$377K +$377K +17,022 New
NG
110
Norden Group
Utah
$377K +$377K +17,022 New
Truist Financial
111
Truist Financial
North Carolina
$374K -$513K -23,161 -58%
TNB
112
Thomasville National Bank
Georgia
$368K
RW
113
Rede Wealth
Virginia
$362K +$362K +16,342 New
IFA
114
Interactive Financial Advisors
Illinois
$357K -$123K -5,567 -26%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$354K -$1.86K -84 -0.5%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$350K -$26.4K -1,190 -7%
Envestnet Portfolio Solutions
117
Envestnet Portfolio Solutions
Illinois
$349K +$349K +15,738 New
BRWA
118
B. Riley Wealth Advisors
Florida
$337K +$337K +15,196 New
ASN
119
Advisory Services Network
Georgia
$322K -$73.7K -3,328 -19%
IA
120
IFG Advisory
Georgia
$321K +$41.7K +1,883 +15%
AWS
121
Atria Wealth Solutions
New York
$319K +$40.4K +1,821 +14%
AMG
122
Asset Management Group
Connecticut
$318K +$2.37K +107 +0.8%
TWP
123
Tempus Wealth Planning
California
$298K
ARG
124
Advisory Resource Group
Oklahoma
$295K +$295K +13,290 New
RJT
125
Raymond James Trust
Florida
$289K +$289K +13,061 New