PZA icon

Invesco National AMT-Free Municipal Bond ETF

223 hedge funds and large institutions have $1.91B invested in Invesco National AMT-Free Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

15% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 84

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
223
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$293K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
126
Commerce Bank
Missouri
$461K
AWM
127
AE Wealth Management
Kansas
$460K
Envestnet Portfolio Solutions
128
Envestnet Portfolio Solutions
Illinois
$457K
SPIA
129
Steward Partners Investment Advisory
New York
$433K
PA
130
PFW Advisors
Georgia
$425K
IA
131
IFG Advisory
Georgia
$423K
Qube Research & Technologies (QRT)
132
Qube Research & Technologies (QRT)
United Kingdom
$420K
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$416K
PCA
134
Prosperity Capital Advisors
Ohio
$415K
CRI
135
Colonial River Investments
Virginia
$415K
Mariner
136
Mariner
Kansas
$412K
AWM
137
Axxcess Wealth Management
California
$408K
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$406K
FUBT
139
First United Bank & Trust
Maryland
$404K
SC
140
Sepio Capital
Utah
$392K
EWA
141
Exencial Wealth Advisors
Oklahoma
$378K
WI
142
Westbourne Investments
Virginia
$374K
TNB
143
Thomasville National Bank
Georgia
$372K
VT
144
Vise Technologies
New York
$363K
TC
145
TownSquare Capital
Utah
$361K
BAM
146
Belpointe Asset Management
Nevada
$354K
FCA
147
Fortis Capital Advisors
Kansas
$354K
BCI
148
Brinker Capital Investments
Pennsylvania
$336K
TWP
149
Tempus Wealth Planning
California
$293K
XT
150
XTX Topco
Cayman Islands
$285K