PZA icon

Invesco National AMT-Free Municipal Bond ETF
PZA

Overview Fund Activity

211 hedge funds and large institutions have $1.91B invested in Invesco National AMT-Free Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 64 reducing their positions, and 10 closing their positions.

Holders
211
Holders Change
+12
Holders Change %
+6.03%
% of All Funds
3.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
84
Reduced
64
Closed
10
Calls
$123K
Puts
$995K
Net Calls
-$872K
Net Calls Change
-$407K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$983M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$48.5M
3
Truist Financial
3
Truist Financial
North Carolina
$8.45M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$28.6M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.84M

Top Sellers

1
CI
1
CX Institutional
Indiana
$14.4M
2
Jane Street
2
Jane Street
New York
$7.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.5M
4
UBS Group
4
UBS Group
Switzerland
$71.1M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCA
101
Running Point Capital Advisors
California
$679K +$80.4K +3,397 +13%
AA
102
Advisory Alpha
Michigan
$678K -$163K -6,873 -19%
OMC
103
Old Mission Capital
Illinois
$672K +$458K +19,351 +214%
HighTower Advisors
104
HighTower Advisors
Illinois
$610K -$565K -23,695 -48%
DAS
105
Dynamic Advisor Solutions
Arizona
$600K -$24.2K -1,023 -4%
DWT
106
Dorsey & Whitney Trust
South Dakota
$577K – – –
IA
107
IFG Advisory
Georgia
$536K +$54.8K +2,313 +11%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$527K -$37.5K -1,584 -7%
WAG
109
Wiser Advisor Group
Arizona
$519K – – –
APWM
110
Argonautica Private Wealth Management
Massachusetts
$517K +$25.7K +1,085 +5%
MWM
111
Mascoma Wealth Management
New Hampshire
$515K -$32.7K -1,381 -6%
TC
112
TownSquare Capital
Utah
$512K -$42.1K -1,776 -8%
SFS
113
Sowell Financial Services
Arkansas
$501K +$7.81K +330 +2%
BAM
114
Belpointe Asset Management
Nevada
$501K – – –
CB
115
Commerce Bank
Missouri
$487K – – –
PA
116
Procyon Advisors
Connecticut
$473K +$22.6K +955 +5%
Creative Planning
117
Creative Planning
Kansas
$470K -$95.1K -4,018 -17%
ARG
118
Advisory Resource Group
Oklahoma
$455K -$900 -38 -0.2%
FUBT
119
First United Bank & Trust
Maryland
$455K +$10.2K +430 +2%
NC
120
NewSquare Capital
Pennsylvania
$453K -$82.8K -3,495 -15%
PFS
121
Prospera Financial Services
Texas
$434K -$104K -4,385 -19%
MCI
122
MRP Capital Investments
Georgia
$432K +$432K +18,236 New
VRM
123
Vectors Research Management
New York
$423K -$2.37K -100 -0.6%
CC
124
Courier Capital
New York
$423K -$2.37K -100 -0.6%
AIA
125
Ally Invest Advisors
North Carolina
$411K +$45.4K +1,916 +12%
3 4
5
6 7