PZA icon

Invesco National AMT-Free Municipal Bond ETF

177 hedge funds and large institutions have $1.14B invested in Invesco National AMT-Free Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 21 closing their positions.

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
28
Increased
70
Reduced
35
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$615M 22,668,162 -8,387,882 -27%
UBS Group
2
UBS Group
Switzerland
$103M 3,803,427 -8,770,113 -70%
TNBTD
3
Trustmark National Bank Trust Department
Mississippi
$59.6M 2,197,584 -15,886 -0.7%
Morgan Stanley
4
Morgan Stanley
New York
$42.6M 1,572,238 +246,978 +19%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.6M 1,164,302 -441,566 -27%
Qube Research & Technologies (QRT)
6
Qube Research & Technologies (QRT)
United Kingdom
$21.3M 787,015 +62,711 +9%
LPL Financial
7
LPL Financial
California
$20.9M 770,815 +44,643 +6%
Ameriprise
8
Ameriprise
Minnesota
$18.7M 690,463 +59,100 +9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$18.2M 671,620 -139,009 -17%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$16.7M 615,959 +12,044 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$15.8M 582,288 +14,080 +2%
Wells Fargo
12
Wells Fargo
California
$14.1M 521,843 -3,975 -0.8%
MAFM
13
Mid Atlantic Financial Management
Pennsylvania
$9.18M 338,622 +17,584 +5%
Stifel Financial
14
Stifel Financial
Missouri
$7.62M 281,248 +32,720 +13%
AssetMark Inc
15
AssetMark Inc
California
$5.72M 211,087 +13,614 +7%
PPWP
16
Proquility Private Wealth Partners
Nevada
$5.69M 209,779 +209,779 New
1WM
17
1900 Wealth Management
Texas
$5.57M 205,583 +205,583 New
SWRP
18
Summit Wealth & Retirement Planning
California
$5.05M 186,105 +62,519 +51%
MSFS
19
Main Street Financial Solutions
Pennsylvania
$4.41M 162,771 +162,771 New
PI
20
PFS Investments
Georgia
$4.27M 158,241 +33,597 +27%
TIA
21
Traphagen Investment Advisors
New Jersey
$3.62M 133,548 -48,277 -27%
RJA
22
Raymond James & Associates
Florida
$3.36M 124,100 +1,038 +0.8%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$3.35M 123,412 +6,753 +6%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$3.24M 119,373 +514 +0.4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.14M 115,901 +15,938 +16%