PZA icon

Invesco National AMT-Free Municipal Bond ETF

196 hedge funds and large institutions have $1.25B invested in Invesco National AMT-Free Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-14
Holders Change %
-6.67%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
65
Reduced
67
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
T
151
TCWP
Ohio
$157K +$157K +6,311 New
UB
152
UMB Bank
Missouri
$153K
CIAS
153
Capital Investment Advisory Services
North Carolina
$143K -$10.4K -415 -7%
HWA
154
HHM Wealth Advisors
Tennessee
$142K
PFS
155
Prospera Financial Services
Texas
$138K +$138K +5,515 New
CAL
156
Capital Analysts LLC
Pennsylvania
$131K +$399 +16 +0.3%
WTC
157
WhitTier Trust Company
Nevada
$126K +$70.3K +2,810 +126%
FAG
158
Fortitude Advisory Group
Washington
$90K
FPB
159
First PREMIER Bank
South Dakota
$85K +$85K +3,400 New
TC
160
Trust Company
Kansas
$60K
EL
161
EMFO LLC
Florida
$60K
BFEC
162
Benjamin F. Edwards & Company
Missouri
$57K -$15K -600 -21%
Citigroup
163
Citigroup
New York
$56K -$225K -8,998 -80%
RTC
164
Riverview Trust Company
Washington
$55K
LWP
165
Laurel Wealth Planning
Minnesota
$55K +$55K +2,200 New
GEA
166
Glen Eagle Advisors
New Jersey
$54.1K
BAM
167
Baldrige Asset Management
Pennsylvania
$53K +$12.6K +508 +31%
NSIM
168
North Star Investment Management
Illinois
$50K
BWP
169
Baldwin Wealth Partners
Massachusetts
$42K +$42K +1,693 New
OC
170
Oakworth Capital
Alabama
$38K
GWSG
171
GPS Wealth Strategies Group
Colorado
$38K +$38K +1,535 New
MA
172
Montag & Associates
Georgia
$36K
VRM
173
Vectors Research Management
New York
$31K +$506 +20 +2%
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
$28.7K
DTIM
175
Danda Trouve Investment Management
Kansas
$28K +$174 +7 +0.6%