PZA · Invesco National AMT-Free Municipal Bond ETF ETF
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Holder Concentration
Across 2 13F filers · Δ vs Jun 30, 2024Quarterly Activity
Top Buyers
vs Jun 30, 2024| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +341,904 | 434,713 |
Top Sellers
vs Jun 30, 2024Top New Positions
vs Jun 30, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Range Advisory, LLC | 12,168 | $286,191 |
Top Sold-Out Positions
vs Jun 30, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | 41,496,431 | $982,635,485 | |
| Mega UBS Group AG | 3,003,757 | $71,128,965 | |
| Mega MORGAN STANLEY | 2,075,450 | $49,146,654 | |
| Mega WELLS FARGO & COMPANY/MN | 1,855,014 | $43,926,730 | |
| Mega AMERIPRISE FINANCIAL INC | 1,691,316 | $40,050,362 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | ||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC PZA | $8,460,449 | 80.49% | 359,713 | — |
+314,104
+688.7%
|
Shares | 2026-09-02 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega CITADEL ADVISORS LLC PZA | $1,025,472 | 9.76% | 43,600 | — |
+38,400
+738.5%
|
Call | 2026-09-02 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega CITADEL ADVISORS LLC PZA | $738,528 | 7.03% | 31,400 | — |
-10,600
-25.2%
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Put | 2026-09-02 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Range Advisory, LLC PZA | $286,191 | 2.72% | 12,168 | — | New | Shares | 2026-09-02 | |||||||||||||||||||||||||||||||
| Mega BANK OF AMERICA CORP /DE/ Bank PZA | $982,635,485 | 9348.96% | 41,496,431 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega UBS Group AG PZA | $71,128,965 | 676.73% | 3,003,757 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega MORGAN STANLEY PZA | $49,146,654 | 467.59% | 2,075,450 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega WELLS FARGO & COMPANY/MN PZA | $43,926,730 | 417.93% | 1,855,014 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega AMERIPRISE FINANCIAL INC PZA | $40,050,362 | 381.05% | 1,691,316 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small TRUSTMARK BANK TRUST DEPARTMENT Bank PZA | $37,694,889 | 358.64% | 1,591,845 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
| Large EP Wealth Advisors, LLC PZA | $30,930,105 | 294.27% | 1,306,170 | — | Sold Out | Shares | 2024-08-19 | |||||||||||||||||||||||||||||||
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO PZA | $18,603,126 | 176.99% | 785,605 | — | Sold Out | Shares | 2024-08-16 | |||||||||||||||||||||||||||||||
| Small Goodman Advisory Group, LLC PZA | $17,037,239 | 162.10% | 719,478 | — | Sold Out | Shares | 2024-08-15 | |||||||||||||||||||||||||||||||
| Large STIFEL FINANCIAL CORP PZA | $16,984,123 | 161.59% | 717,235 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Cetera Investment Advisers PZA | $12,746,517 | 121.27% | 538,282 | — | Sold Out | Shares | 2024-08-22 | |||||||||||||||||||||||||||||||
| Large COMERICA BANK Bank PZA | $12,608,959 | 119.96% | 532,473 | — | Sold Out | Shares | 2024-08-15 | |||||||||||||||||||||||||||||||
| Mega JPMORGAN CHASE & CO PZA | $10,980,509 | 104.47% | 463,704 | — | Sold Out | Shares | 2024-08-12 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large OSAIC HOLDINGS, INC. PZA | $10,487,705 | 99.78% | 442,893 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large MML INVESTORS SERVICES, LLC PZA | $9,848,677 | 93.70% | 415,907 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
| Large TRUIST FINANCIAL CORP PZA | $8,453,096 | 80.42% | 356,972 | — | Sold Out | Shares | 2024-08-21 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large ASSETMARK, INC PZA | $7,826,145 | 74.46% | 330,496 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
| Mega JANE STREET GROUP, LLC PZA | $7,502,534 | 71.38% | 316,830 | — | Sold Out | Shares | 2024-08-15 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega ROYAL BANK OF CANADA Bank PZA | $7,140,892 | 67.94% | 301,558 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Gerber Kawasaki Wealth & Investment Management PZA | $7,049,583 | 67.07% | 297,702 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
| Mid IHT Wealth Management, LLC PZA | $6,203,923 | 59.03% | 261,990 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
| Large Rockefeller Capital Management L.P. PZA | $4,643,387 | 44.18% | 196,089 | — | Sold Out | Shares | 2024-08-12 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small ASHTON THOMAS SECURITIES, LLC Broker-Dealer PZA | $4,112,600 | 39.13% | 173,674 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
| Large Thrivent Financial for Lutherans PZA | $3,831,826 | 36.46% | 161,817 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large KING LUTHER CAPITAL MANAGEMENT CORP PZA | $3,240,110 | 30.83% | 136,829 | — | Sold Out | Principal | 2024-08-12 | |||||||||||||||||||||||||||||||
| Large Clark Capital Management Group, Inc. PZA | $3,036,083 | 28.89% | 128,213 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
| Mid Advisory Services Network, LLC PZA | $2,458,077 | 23.39% | 103,804 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Kestra Advisory Services, LLC PZA | $2,420,853 | 23.03% | 102,232 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
| Large PRUDENTIAL FINANCIAL INC PZA | $2,031,246 | 19.33% | 85,779 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Waverly Advisors, LLC PZA | $1,734,394 | 16.50% | 73,243 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
| Mid TD PRIVATE CLIENT WEALTH LLC PZA | $1,622,127 | 15.43% | 68,502 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP PZA | $1,559,729 | 14.84% | 65,867 | — | Sold Out | Shares | 2024-08-15 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Kowal Investment Group, LLC PZA | $1,517,888 | 14.44% | 64,100 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
| Micro Petix & Botte Co PZA | $1,502,543 | 14.30% | 63,452 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
| Small Elequin Capital, LP PZA | $1,455,064 | 13.84% | 61,447 | — | Sold Out | Shares | 2024-08-12 | |||||||||||||||||||||||||||||||
| Mid Integrated Wealth Concepts LLC PZA | $1,311,232 | 12.48% | 55,373 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro Econ Financial Services Corp PZA | $1,308,177 | 12.45% | 55,244 | — | Sold Out | Shares | 2024-08-12 | |||||||||||||||||||||||||||||||
| Mid Fiduciary Trust Co Bank PZA | $1,184,000 | 11.26% | 50,000 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
| Small FLOW TRADERS U.S. LLC PZA | $1,072,964 | 10.21% | 45,311 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
| Large NewEdge Advisors, LLC PZA | $984,022 | 9.36% | 41,555 | — | Sold Out | Shares | 2024-08-16 | |||||||||||||||||||||||||||||||
| Mid Merit Financial Group, LLC PZA | $981,228 | 9.34% | 41,437 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
| Small ProVise Management Group, LLC PZA | $936,046 | 8.91% | 39,529 | — | Sold Out | Shares | 2024-08-12 | |||||||||||||||||||||||||||||||
| Large Corient Private Wealth LLC PZA | $783,144 | 7.45% | 33,072 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
| Small Running Point Capital Advisors, LLC PZA | $678,526 | 6.46% | 28,654 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
| Small Advisory Alpha, LLC PZA | $677,508 | 6.45% | 28,611 | — | Sold Out | Shares | 2024-08-21 | |||||||||||||||||||||||||||||||
| Mid OLD MISSION CAPITAL LLC PZA | $672,156 | 6.40% | 28,385 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
| Large HighTower Advisors, LLC PZA | $605,663 | 5.76% | 25,577 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
| Large CAPTRUST FINANCIAL ADVISORS PZA | $526,666 | 5.01% | 22,241 | — | Sold Out | Shares | 2024-08-15 | |||||||||||||||||||||||||||||||
| Micro Wiser Advisor Group LLC PZA | $519,302 | 4.94% | 21,930 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
| Small TOWNSQUARE CAPITAL LLC PZA | $511,935 | 4.87% | 21,619 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Sowell Financial Services LLC PZA | $501,187 | 4.77% | 21,165 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
| Large COMMERCE BANK Bank PZA | $487,097 | 4.63% | 20,570 | — | Sold Out | Shares | 2024-08-12 | |||||||||||||||||||||||||||||||
| Large Creative Planning PZA | $470,119 | 4.47% | 19,853 | — | Sold Out | Shares | 2024-08-15 | |||||||||||||||||||||||||||||||
| Small FIRST UNITED BANK & TRUST Bank PZA | $454,537 | 4.32% | 19,195 | — | Sold Out | Shares | 2024-08-12 | |||||||||||||||||||||||||||||||
| Mid Prospera Financial Services Inc PZA | $434,433 | 4.13% | 18,346 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
| Small MRP Capital Investments, LLC PZA | $431,828 | 4.11% | 18,236 | — | Sold Out | Shares | 2024-08-12 | |||||||||||||||||||||||||||||||
| Small Ally Invest Advisors Inc. PZA | $411,203 | 3.91% | 17,365 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
| Large JONES FINANCIAL COMPANIES LLLP PZA | $407,272 | 3.87% | 17,199 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid EXENCIAL WEALTH ADVISORS, LLC PZA | $378,524 | 3.60% | 15,985 | — | Sold Out | Shares | 2024-08-12 | |||||||||||||||||||||||||||||||
| Small Asset Management Group, Inc. PZA | $346,959 | 3.30% | 14,652 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
| Micro Veltria Advisors Corp. PZA | $340,778 | 3.24% | 14,391 | — | Sold Out | Shares | 2024-08-12 | |||||||||||||||||||||||||||||||
| Mid B. Riley Wealth Advisors, Inc. PZA | $335,285 | 3.19% | 14,159 | — | Sold Out | Shares | 2024-08-19 | |||||||||||||||||||||||||||||||
| Mega GOLDMAN SACHS GROUP INC PZA | $306,703 | 2.92% | 12,952 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small PGIM Custom Harvest LLC PZA | $290,151 | 2.76% | 12,253 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Passumpsic Savings Bank Bank PZA | $273,859 | 2.61% | 11,565 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
| Mega NORTHERN TRUST CORP Bank PZA | $260,195 | 2.48% | 10,988 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid DAYMARK WEALTH PARTNERS, LLC PZA | $236,563 | 2.25% | 9,990 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
| Mid EverSource Wealth Advisors, LLC PZA | $223,515 | 2.13% | 9,439 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
| Large Mariner, LLC PZA | $218,376 | 2.08% | 9,222 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega FIRST TRUST ADVISORS LP PZA | $200,048 | 1.90% | 8,448 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
| Mid Ancora Advisors LLC PZA | $174,805 | 1.66% | 7,382 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro RICHARDSON FINANCIAL SERVICES INC. PZA | $161,329 | 1.53% | 6,813 | — | Sold Out | Shares | 2024-08-12 | |||||||||||||||||||||||||||||||
| Small Capital Investment Advisory Services, LLC PZA | $149,918 | 1.43% | 6,331 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
| Mega FMR LLC PZA | $97,466 | 0.93% | 4,116 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega BANK OF MONTREAL /CAN/ Bank PZA | $25,787 | 0.25% | 1,089 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
| Mega FRANKLIN RESOURCES INC PZA | $23,680 | 0.23% | 1,000 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Founders Financial Alliance, LLC PZA | $15,463 | 0.15% | 653 | — | Sold Out | Shares | 2024-08-26 | |||||||||||||||||||||||||||||||
| Small Transamerica Financial Advisors, LLC PZA | $11,224 | 0.11% | 474 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
| Micro Financial Network Wealth Advisors LLC PZA | $10,750 | 0.10% | 454 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
| Small Glen Eagle Advisors, LLC PZA | $8,856 | 0.08% | 374 | — | Sold Out | Shares | 2024-08-14 | |||||||||||||||||||||||||||||||
| Micro Kelly Financial Services LLC PZA | $4,854 | 0.05% | 205 | — | Sold Out | Shares | 2024-08-12 | |||||||||||||||||||||||||||||||
| Small Avior Wealth Management, LLC PZA | $100 | 0.00% | 100 | — | Sold Out | Shares | 2024-08-13 | |||||||||||||||||||||||||||||||
| No holders match your search. | ||||||||||||||||||||||||||||||||||||||