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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
RPWA
126
Regent Peak Wealth Advisors
Georgia
$282K
Lido Advisors
127
Lido Advisors
California
$269K +$3.16K +116 +1%
MIM
128
Moseley Investment Management
Florida
$265K -$22.2K -814 -8%
IP
129
Intellectus Partners
California
$262K
CWC
130
Carolinas Wealth Consulting
North Carolina
$260K +$1.55K +57 +0.6%
HighTower Advisors
131
HighTower Advisors
Illinois
$258K +$4.61K +169 +2%
MWM
132
Meridian Wealth Management
Kentucky
$257K +$82 +3 +0%
MPWT
133
MassMutual Private Wealth & Trust
Connecticut
$255K +$16.4K +601 +7%
IWM
134
IHT Wealth Management
Illinois
$253K +$257K +9,415 New
IWS
135
Insight Wealth Strategies
California
$247K -$5.45K -200 -2%
Vontobel Holding
136
Vontobel Holding
Switzerland
$235K +$239K +8,766 New
JIP
137
Jaffetilchin Investment Partners
Florida
$228K -$231K -8,460 -50%
SC
138
Sierra Capital
Florida
$221K +$225K +8,250 New
NFG
139
Nations Financial Group
Iowa
$215K +$218K +7,990 New
VA
140
Valmark Advisers
Ohio
$211K
MA
141
Mutual Advisors
Nebraska
$206K -$218 -8 -0.1%
BS
142
Boenning & Scattergood
Pennsylvania
$201K
CF
143
Centaurus Financial
California
$175K -$28.4K -1,040 -14%
CIAS
144
Capital Investment Advisory Services
North Carolina
$167K -$12.7K -464 -7%
IA
145
IFP Advisors
Florida
$162K
HWA
146
HHM Wealth Advisors
Tennessee
$153K
CAL
147
Capital Analysts LLC
Pennsylvania
$143K +$3.44K +126 +2%
PMFA
148
Plante Moran Financial Advisors
Michigan
$110K +$112K +4,100 New
PA
149
Parallel Advisors
California
$78K
BFEC
150
Benjamin F. Edwards & Company
Missouri
$77K

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.