PZA icon

Invesco National AMT-Free Municipal Bond ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
RW
126
Rede Wealth
Virginia
$408K -$11.9K -502 -3%
Jones Financial Companies
127
Jones Financial Companies
Missouri
$407K +$407K +17,199 New
JJBC
128
James J. Burns & Company
New York
$405K +$1.7K +72 +0.4%
BWM
129
BCGM Wealth Management
Indiana
$396K -$72.5K -3,061 -15%
TNB
130
Thomasville National Bank
Georgia
$393K
EWA
131
Exencial Wealth Advisors
Oklahoma
$379K
NW
132
NewEdge Wealth
Pennsylvania
$360K
AMG
133
Asset Management Group
Connecticut
$347K +$1.54K +65 +0.4%
AC
134
ASB Consultores
Florida
$341K
BRWA
135
B. Riley Wealth Advisors
Florida
$335K -$24.6K -1,037 -7%
FAFN
136
First Affirmative Financial Network
Colorado
$331K -$180K -7,595 -35%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$319K -$84.8K -3,576 -21%
TWP
138
Tempus Wealth Planning
California
$312K -$5.92K -250 -2%
Goldman Sachs
139
Goldman Sachs
New York
$307K +$307K +12,952 New
WRPWM
140
Werba Rubin Papier Wealth Management
California
$304K -$10K -424 -3%
Envestnet Portfolio Solutions
141
Envestnet Portfolio Solutions
Illinois
$294K -$16.6K -699 -5%
GIA
142
Goodwin Investment Advisory
Georgia
$293K +$167K +7,062 +133%
CPL
143
CAP Partners LLC
Tennessee
$293K +$49.3K +2,081 +20%
PCH
144
PGIM Custom Harvest
New Jersey
$290K +$290K +12,253 New
IFA
145
Interactive Financial Advisors
Illinois
$279K +$5.09K +215 +2%
AA
146
Addison Advisors
Vermont
$275K
PSB
147
Passumpsic Savings Bank
Vermont
$274K
WF
148
Warner Financial
Maryland
$268K
Northern Trust
149
Northern Trust
Illinois
$260K
NFG
150
Nations Financial Group
Iowa
$259K