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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
EL
151
EMFO LLC
Florida
$65K
TC
152
Trust Company
Kansas
$65K
RTC
153
Riverview Trust Company
Washington
$60K +$60.5K +2,220 New
GEA
154
Glen Eagle Advisors
New Jersey
$58.3K
IWP
155
IAG Wealth Partners
Wisconsin
$58K
BAM
156
Barrett Asset Management
New York
$54K
NSIM
157
North Star Investment Management
Illinois
$54K
BAM
158
Baldrige Asset Management
Pennsylvania
$44K +$10.6K +390 +31%
OC
159
Oakworth Capital
Alabama
$41K
MA
160
Montag & Associates
Georgia
$38K +$38.9K +1,427 New
Citigroup
161
Citigroup
New York
$35K -$781K -28,649 -96%
VRM
162
Vectors Research Management
New York
$32K +$954 +35 +3%
Koshinski Asset Management
163
Koshinski Asset Management
Illinois
$30.9K +$31.4K +1,151 New
BCWM
164
Bartlett & Co Wealth Management
Ohio
$30.1K
BC
165
Bartlett & Co
Ohio
$30K
DTIM
166
Danda Trouve Investment Management
Kansas
$30K +$191 +7 +0.6%
WTC
167
WhitTier Trust Company
Nevada
$30K +$30.4K +1,115 New
APWA
168
Atlas Private Wealth Advisors
New Jersey
$29K +$4.36K +160 +18%
Franklin Resources
169
Franklin Resources
California
$27K
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$25K -$9.03K -331 -27%
HNB
171
Huntington National Bank
Ohio
$25K
BWL
172
Bogart Wealth LLC
Virginia
$22K +$2.32K +85 +12%
FFA
173
Founders Financial Alliance
North Carolina
$18K
RCA
174
Ranch Capital Advisors
Florida
$18K
CFD
175
Creative Financial Designs
Indiana
$16K +$109 +4 +0.7%

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.