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Invesco National AMT-Free Municipal Bond ETF

249 hedge funds and large institutions have $2.34B invested in Invesco National AMT-Free Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 90 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 24

23% more capital invested

Capital invested by funds: $1.91B → $2.34B (+$435M)

18% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 76

12% more funds holding

Funds holding: 223249 (+26)

5.12% more ownership

Funds ownership: 67.26%72.37% (+5.1%)

Holders
249
Holders Change
+26
Holders Change %
+11.66%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
53
Increased
90
Reduced
76
Closed
24
Calls
$16.3M
Puts
Net Calls
+$16.3M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.22B +$145M +6,457,454 +14%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$117M +$114M +5,075,800 New
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$95.8M +$5.64M +251,534 +6%
RBA
4
Richard Bernstein Advisors
New York
$71.3M +$68.8M +3,071,002 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$63.8M +$18.5M +827,731 +43%
LPL Financial
6
LPL Financial
California
$61M +$4.98M +222,171 +9%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$52.4M +$10.7M +478,525 +27%
Morgan Stanley
8
Morgan Stanley
New York
$51.8M +$7.55M +337,198 +18%
UBS Group
9
UBS Group
Switzerland
$43.8M +$13.6M +605,896 +47%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$36.3M +$3.27M +145,907 +10%
Wells Fargo
11
Wells Fargo
California
$31M -$9.68M -432,086 -24%
MMA
12
Miracle Mile Advisors
California
$29.2M +$8.74M +390,007 +45%
Stifel Financial
13
Stifel Financial
Missouri
$20.3M +$1.88M +83,780 +11%
Ameriprise
14
Ameriprise
Minnesota
$20.1M -$574K -25,635 -3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$16.6M +$4.32M +192,670 +37%
GKWIM
16
Gerber Kawasaki Wealth & Investment Management
California
$15.6M +$3.97M +177,326 +35%
Raymond James Financial
17
Raymond James Financial
Florida
$14.1M -$1.2M -53,748 -8%
Osaic Holdings
18
Osaic Holdings
Arizona
$13M -$440K -19,617 -3%
SWP
19
Stratos Wealth Partners
Ohio
$12.2M -$4.74M -211,457 -29%
Jane Street
20
Jane Street
New York
$11.9M -$11.2M -500,279 -49%
JP Morgan Chase
21
JP Morgan Chase
New York
$11.6M -$117K -5,222 -1%
AWE
22
Avidian Wealth Enterprises
Texas
$11.2M +$10M +447,462 +1,140%
AF
23
Allworth Financial
California
$10.5M +$331K +14,760 +3%
SA
24
Sanctuary Advisors
Indiana
$10.2M +$6.95M +310,228 +234%
SW
25
SoFi Wealth
California
$10.1M +$9.82M +438,287 New

PZA Hedge Fund Activity: Q3 2025 in Review

249 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco National AMT-Free Municipal Bond ETF (PZA) for Q3 2025, worth a combined $2.34B — up 23% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PZA positions and 24 closed out — a net gain of 29 holders — while 90 added to existing stakes and 76 trimmed.

The largest buyer was Bank of America, adding an estimated $145M. The largest seller was Quadrature Capital, cutting an estimated $13.5M.

  • 249 institutional investors held Invesco National AMT-Free Municipal Bond ETF (PZA) as of Q3 2025, up from 223 in Q2 2025.
  • Funds reported $2.34B of Invesco National AMT-Free Municipal Bond ETF stock for Q3 2025, up 23% quarter-over-quarter.
  • 53 funds opened new Invesco National AMT-Free Municipal Bond ETF positions in Q3 2025 and 24 closed out, a net change of +29 holders.
  • The largest Invesco National AMT-Free Municipal Bond ETF buyer in Q3 2025 was Bank of America, an estimated $145M added.
  • The largest Invesco National AMT-Free Municipal Bond ETF seller in Q3 2025 was Quadrature Capital, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2025.