PZA icon

Invesco National AMT-Free Municipal Bond ETF
PZA

Overview Fund Activity

203 hedge funds and large institutions have $1.77B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+15
Holders Change %
+7.98%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
43
Increased
63
Reduced
65
Closed
27
Calls
$58K
Puts
$203K
Net Calls
-$145K
Net Calls Change
+$493K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$930M
2
Morgan Stanley
2
Morgan Stanley
New York
$95.8M
3
OPAM
3
Ocean Park Asset Management
California
$30.8M
4
EWA
4
EP Wealth Advisors
California
$29.9M
5
1WM
5
1900 Wealth Management
Texas
$19.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
LPL Financial
2
LPL Financial
California
$32.1M
3
ACA
3
Ackerman Capital Advisors
Texas
$1.02M
4
UBS Group
4
UBS Group
Switzerland
$66.3M
5
IFA
5
Interactive Financial Advisors
Illinois
$400K
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
101
NewSquare Capital
Pennsylvania
$589K -$155K -6,395 -21%
AC
102
ASB Consultores
Florida
$567K +$125K +5,179 +28%
TC
103
TownSquare Capital
Utah
$561K -$482K -19,921 -46%
PFS
104
Prospera Financial Services
Texas
$558K +$5.49K +227 +1%
CB
105
Commerce Bank
Missouri
$550K – – –
RJT
106
Raymond James Trust
Florida
$533K +$217K +8,968 +69%
WAG
107
Wiser Advisor Group
Arizona
$530K +$530K +21,930 New
EFS
108
Econ Financial Services
Pennsylvania
$525K +$9.96K +412 +2%
FAFN
109
First Affirmative Financial Network
Colorado
$516K +$29.1K +1,204 +6%
BAM
110
Belpointe Asset Management
Nevada
$512K – – –
FWA
111
FOCUS Wealth Advisors
Texas
$510K -$117K -4,840 -19%
FUBT
112
First United Bank & Trust
Maryland
$508K +$202K +8,340 +66%
VFPW
113
Vantage Financial Partners (Wisconsin)
Wisconsin
$482K +$482K +19,915 New
ARG
114
Advisory Resource Group
Oklahoma
$476K +$155K +6,404 +48%
GI
115
GLOBALT Investments
Georgia
$469K +$469K +19,400 New
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$464K -$34.2K -1,414 -7%
CIA
117
Concurrent Investment Advisors
Florida
$463K +$463K +19,140 New
BWM
118
BCGM Wealth Management
Indiana
$462K -$505K -20,897 -52%
PA
119
Procyon Advisors
Connecticut
$460K +$460K +19,010 New
RW
120
Rede Wealth
Virginia
$454K +$58.6K +2,422 +15%
MCI
121
MRP Capital Investments
Georgia
$441K +$441K +18,236 New
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$440K +$53.5K +2,213 +14%
MW
123
Marcum Wealth
Ohio
$433K +$433K +17,900 New
SFS
124
Sowell Financial Services
Arkansas
$411K -$146K -6,054 -26%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$409K +$26.9K +1,114 +7%
3 4
5
6 7