PZA icon

Invesco National AMT-Free Municipal Bond ETF
PZA

Overview Fund Activity

180 hedge funds and large institutions have $1.44B invested in Invesco National AMT-Free Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
180
Holders Change
+9
Holders Change %
+5.26%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
62
Reduced
59
Closed
13
Calls
$76K
Puts
$113K
Net Calls
-$37K
Net Calls Change
+$238K

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$39.6M
2
Bank of America
2
Bank of America
North Carolina
$761M
3
LPL Financial
3
LPL Financial
California
$47.1M
4
Wells Fargo
4
Wells Fargo
California
$45M
5
EWA
5
EP Wealth Advisors
California
$10.3M

Top Sellers

1
GAG
1
Goodman Advisory Group
Massachusetts
$4.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$401K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.61M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.48M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
176
Newbridge Financial Services Group
Florida
$7.74K – – –
SIS
177
Sound Income Strategies
Florida
$6.63K – – –
GI
178
Gradient Investments
Minnesota
$3.02K – – –
GWMIA
179
Global Wealth Management Investment Advisory
Florida
$1.27K +$1.27K +54 New
LWA
180
Lowe Wealth Advisors
Maryland
$1.18K – – –
TRCT
181
Tower Research Capital (TRC)
New York
$189 -$1.99K -84 -91%
AWM
182
Avior Wealth Management
Nebraska
$100 – – –
FTS
183
Fifth Third Securities
Ohio
– -$3.94M -166,519 Closed
ClearBridge Investments
184
ClearBridge Investments
New York
– -$2.19M -92,339 Closed
SWRP
185
Summit Wealth & Retirement Planning
California
– -$1.24M -52,458 Closed
LCWP
186
Legacy Capital Wealth Partners
Arkansas
– -$829K -35,000 Closed
SI
187
SimpliFi Inc
California
– -$820K -34,611 Closed
T
188
TCWP
Ohio
– -$359K -15,166 Closed
TSS
189
Two Sigma Securities
New York
– -$249K -10,528 Closed
CG
190
Colony Group
Massachusetts
– -$221K -9,342 Closed
Qube Research & Technologies (QRT)
191
Qube Research & Technologies (QRT)
United Kingdom
– -$126K -5,335 Closed
GWSG
192
GPS Wealth Strategies Group
Colorado
– -$36.3K -1,535 Closed
AAG
193
Armstrong Advisory Group
Massachusetts
– -$21.3K -900 Closed
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
– -$16.1K -681 Closed
PFBT
195
Parkside Financial Bank & Trust
Missouri
– -$11.8K -500 Closed
4 5 6 7
8