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Invesco National AMT-Free Municipal Bond ETF

223 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 35 funds opening new positions, 71 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

5% more funds holding

Funds holding: 213223 (+10)

2.51% less ownership

Funds ownership: 69.77%67.26% (-2.5%)

8% less capital invested

Capital invested by funds: $2.07B → $1.91B (-$165M)

15% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 84

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
223
Holders Change
+10
Holders Change %
+4.69%
% of All Funds
2.94%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
71
Reduced
84
Closed
24
Calls
$293K
Puts
Net Calls
+$293K
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.04B -$29.9M -1,331,451 -3%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$87.2M +$4.42M +196,614 +5%
LPL Financial
3
LPL Financial
California
$54.1M +$4.19M +186,346 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$43.4M +$7.16M +318,090 +20%
Morgan Stanley
5
Morgan Stanley
New York
$42.7M -$1.63M -72,285 -4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$40.1M +$3.15M +140,078 +8%
Wells Fargo
7
Wells Fargo
California
$39.7M -$7.91M -351,462 -17%
EWA
8
EP Wealth Advisors
California
$34.2M +$1.7M +75,670 +5%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$31.9M +$11.7M +519,844 +57%
UBS Group
10
UBS Group
Switzerland
$28.9M -$37.2M -1,652,694 -56%
Jane Street
11
Jane Street
New York
$22.8M -$5.84M -259,591 -20%
Ameriprise
12
Ameriprise
Minnesota
$20M -$6.11M -271,837 -23%
MMA
13
Miracle Mile Advisors
California
$19.6M +$1.08M +47,885 +6%
Stifel Financial
14
Stifel Financial
Missouri
$17.8M +$716K +31,809 +4%
SWP
15
Stratos Wealth Partners
Ohio
$16.6M +$1.06M +47,050 +7%
Raymond James Financial
16
Raymond James Financial
Florida
$14.8M +$1.87M +83,346 +14%
QC
17
Quadrature Capital
United Kingdom
$13.8M +$13.8M +615,447 New
Osaic Holdings
18
Osaic Holdings
Arizona
$13.4M +$1.78M +79,293 +15%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$11.8M +$1.93M +85,800 +19%
JP Morgan Chase
20
JP Morgan Chase
New York
$11.4M -$10.5M -466,224 -48%
GKWIM
21
Gerber Kawasaki Wealth & Investment Management
California
$11.2M +$824K +36,652 +8%
Goldman Sachs
22
Goldman Sachs
New York
$11.1M -$461K -20,502 -4%
Truist Financial
23
Truist Financial
North Carolina
$10.1M -$82.3K -3,658 -0.8%
AF
24
Allworth Financial
California
$9.85M -$329K -14,640 -3%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$9.45M +$6.41M +284,775 +207%

PZA Hedge Fund Activity: Q2 2025 in Review

223 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco National AMT-Free Municipal Bond ETF (PZA) for Q2 2025, worth a combined $1.91B — down 8% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PZA positions and 24 closed out — a net gain of 11 holders — while 71 added to existing stakes and 84 trimmed.

The largest buyer was Quadrature Capital, opening a new position worth an estimated $13.8M. The largest seller was UBS Group, cutting an estimated $37.2M.

  • 223 institutional investors held Invesco National AMT-Free Municipal Bond ETF (PZA) as of Q2 2025, up from 213 in Q1 2025.
  • Funds reported $1.91B of Invesco National AMT-Free Municipal Bond ETF stock for Q2 2025, down 8% quarter-over-quarter.
  • 35 funds opened new Invesco National AMT-Free Municipal Bond ETF positions in Q2 2025 and 24 closed out, a net change of +11 holders.
  • The largest Invesco National AMT-Free Municipal Bond ETF buyer in Q2 2025 was Quadrature Capital, an estimated $13.8M added.
  • The largest Invesco National AMT-Free Municipal Bond ETF seller in Q2 2025 was UBS Group, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2025.