We are live on ! Find out more
PZA icon

Invesco National AMT-Free Municipal Bond ETF
PZA

64 hedge funds and large institutions have $328M invested in Invesco National AMT-Free Municipal Bond ETF in 2013 Q2 according to their latest regulatory filings, with 64 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

39.91% more ownership

Funds ownership: 0% → 39.91% (+40%)

Holders
64
Holders Change
+64
Holders Change %
–
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
64
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$115M +$121M +4,795,317 New
KIM
2
Karpus Investment Management
New York
$63M +$66.3M +2,633,483 New
Morgan Stanley
3
Morgan Stanley
New York
$30.1M +$31.7M +1,260,223 New
Wells Fargo
4
Wells Fargo
California
$12.6M +$12.7M +502,941 New
LPL Financial
5
LPL Financial
California
$12M +$12.7M +502,546 New
U
6
UBS
Switzerland
$10.6M +$11.2M +444,026 New
GF
7
Genworth Financial
Virginia
$9.28M +$9.78M +388,311 New
ACM
8
Ashford Capital Management
Delaware
$9.19M +$9.68M +384,370 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.01M +$6.33M +251,491 New
FAAM
10
First Allied Asset Management
California
$5.49M +$5.76M +228,622 New
B
11
Baird
Wisconsin
$4.43M +$4.66M +185,135 New
TFA
12
Transamerica Financial Advisors
Florida
$3.92M +$4.12M +163,778 New
PAS
13
Partnervest Advisory Services
California
$3.88M +$4.09M +162,361 New
Invesco
14
Invesco
Georgia
$3.35M +$3.53M +140,047 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$3.25M +$3.42M +135,736 New
CB
16
Commerce Bank
Missouri
$2.92M +$3.08M +122,360 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.77M +$2.92M +116,067 New
PI
18
Placemark Investments
Illinois
$2.77M +$2.92M +115,817 New
FAAS
19
First Allied Advisory Services
California
$2.62M +$2.74M +108,981 New
SNC
20
Stifel Nicolaus & Co
Missouri
$2.51M +$2.65M +105,134 New
Citigroup
21
Citigroup
New York
$2.32M +$2.44M +97,096 New
Ameriprise
22
Ameriprise
Minnesota
$1.78M +$1.86M +73,751 New
Chevy Chase Trust
23
Chevy Chase Trust
Maryland
$1.72M +$1.81M +71,949 New
DADC
24
D.A. Davidson & Co
Montana
$1.41M +$1.49M +59,005 New
Comerica Bank
25
Comerica Bank
Texas
$1.32M +$1.39M +55,394 New
1
2 3

PZA Hedge Fund Activity: Q2 2013 in Review

64 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco National AMT-Free Municipal Bond ETF (PZA) for Q2 2013, worth a combined $328M.

Buyers outnumbered sellers: 64 funds opened new PZA positions and 0 closed out — a net gain of 64 holders — while 0 added to existing stakes and 0 trimmed.

  • 64 institutional investors held Invesco National AMT-Free Municipal Bond ETF (PZA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $328M of Invesco National AMT-Free Municipal Bond ETF stock for Q2 2013.
  • 64 funds opened new Invesco National AMT-Free Municipal Bond ETF positions in Q2 2013 and 0 closed out, a net change of +64 holders.

Based on aggregated 13F filings for Q2 2013.