PZA icon

Invesco National AMT-Free Municipal Bond ETF

187 hedge funds and large institutions have $1.3B invested in Invesco National AMT-Free Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 82 increasing their positions, 45 reducing their positions, and 18 closing their positions.

Holders
187
Holders Change
+3
Holders Change %
+1.63%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
82
Reduced
45
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$703M 25,777,747 +1,585,788 +7%
UBS Group
2
UBS Group
Switzerland
$102M 3,753,609 -14,630 -0.4%
TNBTD
3
Trustmark National Bank Trust Department
Mississippi
$63.7M 2,338,189 +76,130 +3%
Morgan Stanley
4
Morgan Stanley
New York
$46.6M 1,708,269 +227,809 +15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$38.1M 1,397,332 +115,320 +9%
LPL Financial
6
LPL Financial
California
$23.5M 862,471 +39,465 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$22M 806,266 +88,754 +12%
Osaic Holdings
8
Osaic Holdings
Arizona
$19.5M 716,110 +65,223 +10%
Jane Street
9
Jane Street
New York
$18.6M 682,725 +682,725 New
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$18.3M 671,143 +8,353 +1%
Ameriprise
11
Ameriprise
Minnesota
$16.8M 617,731 -80,157 -11%
Wells Fargo
12
Wells Fargo
California
$13M 475,951 +30,379 +7%
Stifel Financial
13
Stifel Financial
Missouri
$12.4M 453,546 +84,281 +23%
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$10.9M 401,667 +18,913 +5%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$7.32M 268,667 +77,915 +41%
MSFS
16
Main Street Financial Solutions
Pennsylvania
$6.67M 244,654 +52,450 +27%
Barclays
17
Barclays
United Kingdom
$6.39M 234,331 +136,255 +139%
KIM
18
Karpus Investment Management
New York
$6.19M 227,201 +227,201 New
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$6.19M 227,152 +74,923 +49%
PPWP
20
Proquility Private Wealth Partners
Nevada
$5.44M 199,723 -7,988 -4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.11M 187,522 +8,853 +5%
AssetMark Inc
22
AssetMark Inc
California
$5.1M 187,112 +2,188 +1%
PI
23
PFS Investments
Georgia
$4.57M 166,346 +39,415 +31%
RJA
24
Raymond James & Associates
Florida
$4.43M 162,476 +30,537 +23%
1WM
25
1900 Wealth Management
Texas
$4.42M 162,088 -15,701 -9%