PZA icon

Invesco National AMT-Free Municipal Bond ETF
PZA

Overview Fund Activity

221 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 34 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 24 closing their positions.

Holders
221
Holders Change
+9
Holders Change %
+4.25%
% of All Funds
2.97%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
70
Reduced
84
Closed
24
Calls
$293K
Puts
–
Net Calls
+$293K
Net Calls Change
+$1.18M

Top Buyers

1
QC
1
Quadrature Capital
United Kingdom
$13.8M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$31.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.4M
4
SQA
4
Simon Quick Advisors
New Jersey
$6.57M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$9.45M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$28.9M
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
PPW
3
Parcion Private Wealth
Washington
$1.7M
4
CI
4
CX Institutional
Indiana
$917K
5
GAG
5
Goodman Advisory Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
201
MAI Capital Management
Ohio
$31.8K +$31.8K +1,421 New
PTC
202
Private Trust Company
Ohio
$26.2K -$23.8K -1,064 -48%
NEWAS
203
N.E.W. Advisory Services
Wisconsin
$22.4K – – –
Franklin Resources
204
Franklin Resources
California
$22.4K – – –
FPB
205
First PREMIER Bank
South Dakota
$22K – – –
AAS
206
Ameritas Advisory Services
Nebraska
$21.5K +$21.5K +961 New
HFS
207
Horizon Financial Services
North Carolina
$20.4K +$20.4K +911 New
GWM
208
Geneos Wealth Management
Colorado
$18.7K -$18.7K -837 -50%
GSWM
209
Golden State Wealth Management
California
$15.4K -$2.62K -117 -15%
AF
210
Advisornet Financial
Minnesota
$13.8K – – –
BWL
211
Bogart Wealth LLC
Virginia
$12.3K – – –
RIL
212
Rothschild Investment LLC
Illinois
$11.4K +$11.4K +509 New
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$8K -$11.6K -504 -59%
VCM
214
Versant Capital Management
Arizona
$5.78K – – –
GI
215
GAMMA Investing
California
$5.75K -$28K -1,251 -83%
IHWM
216
Iron Horse Wealth Management
Iowa
$4.23K +$1.95K +87 +85%
William Blair & Company
217
William Blair & Company
Illinois
$3.72K +$3.72K +166 New
RF
218
Rossby Financial
Florida
$3.58K – – –
FNWA
219
Financial Network Wealth Advisors
Utah
$2.17K +$2.17K +97 New
CAL
220
Capital Analysts LLC
Pennsylvania
$2K – – –
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$1.63K -$276K -12,346 -99%
TFA
222
Transamerica Financial Advisors
Florida
$500 – – –
TRCT
223
Tower Research Capital (TRC)
New York
$67 -$335 -15 -83%
CA
224
CoreCap Advisors
Michigan
$13 -$13 -1 Closed
GAG
225
Goodman Advisory Group
Massachusetts
– -$15.1M -655,675 Closed
6 7 8
9
10