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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
TFA
176
Transamerica Financial Advisors
Florida
$12K -$764 -28 -6%
RCM
177
Robinson Capital Management
Michigan
$12K
MAM
178
Meeder Asset Management
Ohio
$12K +$3.33K +122 +38%
TCWM
179
Total Clarity Wealth Management
Illinois
$11K +$10.9K +400 New
CFA
180
Carroll Financial Associates
North Carolina
$10K
NFSG
181
Newbridge Financial Services Group
Florida
$9K +$8.95K +328 New
CDIA
182
Capital Directions Investment Advisors
Georgia
$9K +$8.97K +329 New
LS
183
Leelyn Smith
Illinois
$8K -$355 -13 -4%
SIS
184
Sound Income Strategies
Florida
$8K
FA
185
Flagstar Advisors
New York
$8K +$7.85K +288 New
AWA
186
Arkadios Wealth Advisors
Georgia
$4K
FA
187
Faithward Advisors
Pennsylvania
$4K
HWMA
188
Heritage Wealth Management (Arizona)
Arizona
$4K
Northern Trust
189
Northern Trust
Illinois
$3K +$273K +10,018 New
GWMIA
190
Global Wealth Management Investment Advisory
Florida
$1K
LWA
191
Lowe Wealth Advisors
Maryland
$1K
Renaissance Technologies
192
Renaissance Technologies
New York
-$4.11M -150,781 Closed
EWA
193
Exencial Wealth Advisors
Oklahoma
-$499K -18,297 Closed
CS
194
Credit Suisse
Switzerland
-$442K -16,215 Closed
Citadel Advisors
195
Citadel Advisors
Florida
-$423K -15,531 Closed
SW
196
SVB Wealth
Massachusetts
-$274K -10,060 Closed
VVP
197
Venture Visionary Partners
Ohio
-$241K -8,852 Closed
BOTW
198
Bank of the West
California
-$222K -8,144 Closed
IWP
199
Insight Wealth Partners
Texas
-$202K -7,415 Closed
ML
200
McAdam LLC
Pennsylvania
-$203K -7,395 Closed

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.