Invesco National Amt-Free MuPZAETF
13F holders, Q1 2024 (March 31)197holders
2famous investors
$23.79avg. 13F price*
At the end of Q1 2024, 197 institutions reported holding Invesco National Amt-Free Mu (PZA) in their 13F filings. The largest holders were Bank of America Corp. ($947.5M), UBS Group AG ($75.3M) and Cliftonlarsonallen Wealth Advisors, LLC ($52.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco National Amt-Free Mu
- CUSIP
- 46138E537
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $79.0M |
| Exits | 27 | $15.6M |
Ownership 197 holders
| Bank of America Corp. | 0.09% | Add +3.3% | 39,759,631 | $947.5M |
| UBS Group AG | 0.02% | Add +15.3% | 3,160,517 | $75.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.19% | New | 2,200,512 | $52.4M |
| Morgan Stanley | 0.00% | Add +2.4% | 2,027,571 | $48.3M |
| Wells Fargo & Company | 0.01% | Add +4.0% | 1,756,048 | $41.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +4.5% | 1,708,986 | $40.7M |
| Trustmark Bank Trust Department | 3.09% | Add +9.4% | 1,589,389 | $37.9M |
| Ameriprise Financial Inc. | 0.01% | Add +16.6% | 1,549,480 | $36.9M |
| LPL Financial LLC | 0.02% | Add +12.8% | 1,495,870 | $35.6M |
| Ocean Park Asset Management, LLC | 1.43% | No change | 1,273,100 | $30.3M |
| EP Wealth Advisors, LLC | 0.35% | Add +2.5% | 1,265,248 | $30.2M |
| Bank of New York Mellon Corp | 0.00% | Add +15.7% | 1,011,344 | $24.1M |
| CX Institutional | 1.01% | Add +16.4% | 876,661 | $20.9M |
| 1900 Wealth Management LLC | 1.85% | Add +7.7% | 852,161 | $20.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -38.1% | 774,620 | $18.5M |
| Goodman Advisory Group, LLC | 5.75% | Reduce -22.9% | 760,321 | $18.1M |
| Stifel Financial Corp. | 0.02% | Reduce -0.9% | 720,524 | $17.2M |
| Osaic Holdings, Inc. | 0.03% | Reduce -26.9% | 613,712 | $14.6M |
| Stratos Wealth Partners, LTD. | 0.23% | Add +570.3% | 584,296 | $13.9M |
| Comerica Bank | 0.05% | Add +16.3% | 521,466 | $12.4M |
| Jane Street Group, LLC | 0.02% | New | 498,043 | $11.9M |
| Parcion Private Wealth LLC | 1.02% | Add +47.5% | 488,655 | $11.6M |
| Cetera Investment Advisers | 0.03% | Add +122.0% | 481,023 | $11.5M |
| Allworth Financial LP | 0.08% | Reduce -3.7% | 478,946 | $11.4M |
| Composition Wealth, LLC | 0.27% | Add +55.6% | 455,253 | $10.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -25.1% | 363,476 | $8.7M |
| Confluence Investment Management LLC | 0.12% | Reduce -0.8% | 361,255 | $8.6M |
| Anderson Hoagland & Co. | 0.93% | Add +0.5% | 354,083 | $8.3M |
| MML Investors Services, LLC | 0.03% | Add +2.8% | 345,735 | $8.2M |
| Assetmark, Inc. | 0.03% | Add +12.1% | 337,494 | $8.0M |
| First Foundation Advisors | 0.31% | Add +117.9% | 327,428 | $7.8M |
| US Bancorp \de | 0.01% | Add +18.1% | 325,363 | $7.8M |
| JPMorgan Chase & Co. | 0.00% | Add +25.2% | 304,302 | $7.3M |
| Traphagen Investment Advisors LLC | 0.75% | Reduce -31.7% | 295,998 | $7.1M |
| McAdam, LLC | 0.45% | Reduce -5.3% | 293,982 | $7.0M |
| Raymond James & Associates | 0.00% | Add +6.7% | 285,029 | $6.8M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 277,154 | $6.6M |
| Proquility Private Wealth Partners, LLC | 2.18% | Add +108.5% | 267,314 | $6.4M |
| Renaissance Technologies | 0.01% | Add +46.9% | 264,671 | $6.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.34% | Add +18.3% | 261,750 | $6.2M |
| Stewardship Advisors, LLC | 2.07% | New | 254,118 | $6.1M |
| IHT Wealth Management, LLC | 0.23% | Add +3.5% | 241,073 | $5.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +31.8% | 226,851 | $5.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -21.8% | 198,760 | $4.7M |
| Aveo Capital Partners, LLC | 0.50% | Reduce -4.4% | 195,277 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.0% | 189,516 | $4.5M |
| Truist Financial Corp. | 0.01% | Add +403.9% | 155,703 | $3.7M |
| Tortoise Investment Management, LLC | 0.43% | Add +1.6% | 147,395 | $3.5M |
| SteelPeak Wealth, LLC | 0.17% | Add +50.8% | 140,617 | $3.4M |
| First Heartland Consultants, Inc. | 0.31% | Add +4.0% | 125,168 | $3.0M |
| Avidian Wealth Enterprises, LLC | 0.14% | Add +61.7% | 112,428 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.1% | 104,430 | $2.5M |
| Advisory Services Network, LLC | 0.05% | Reduce -0.8% | 103,003 | $2.5M |
| Lebenthal Global Advisors, LLC | 0.52% | Reduce -0.6% | 97,732 | $2.3M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -1.6% | 86,751 | $2.1M |
| UMB Bank, n.a. | 0.03% | No change | 86,701 | $2.1M |
| Spire Wealth Management | 0.03% | Reduce -0.5% | 72,026 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +12.7% | 67,456 | $1.6M |
| Kowal Investment Group, LLC | 0.34% | Reduce -3.1% | 66,309 | $1.6M |
| Waverly Advisors, LLC | 0.04% | New | 65,571 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +14.5% | 62,319 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -0.2% | 61,661 | $1.5M |
| Collaborative Wealth Managment Inc. | 0.72% | Add +13.5% | 60,246 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +192.8% | 56,048 | $1.3M |
| Econ Financial Services Corp | 0.82% | Add +154.3% | 55,171 | $1.3M |
| Leeward Financial Partners, LLC | 0.55% | Add +18.6% | 54,859 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Add +21.3% | 52,546 | $1.3M |
| TD Private Client Wealth LLC | 0.04% | Add +9.5% | 50,177 | $1.2M |
| Fiduciary Trust Co | 0.02% | No change | 50,000 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.5% | 49,272 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +15.1% | 47,979 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -12.8% | 47,136 | $1.1M |
| Ackerman Capital Advisors, LLC | 0.31% | Add +11.2% | 47,115 | $1.1M |
| Prudential Financial Inc. | 0.00% | Add +85.3% | 46,597 | $1.1M |
| Flynn Zito Capital Management, LLC | 0.56% | Add +15.3% | 45,374 | $1.1M |
| Flow Traders U.S. LLC | 0.05% | New | 42,638 | $1.0M |
| Merit Financial Group, LLC | 0.02% | Add +0.0% | 41,430 | $977K |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.7% | 40,509 | $965K |
| FOCUS Wealth Advisors, LLC | 0.48% | Add +79.5% | 37,859 | $902K |
| ProVise Management Group, LLC | 0.08% | Add +1.0% | 37,287 | $889K |
| PFW Advisors LLC | 0.27% | Reduce -2.9% | 36,447 | $869K |
| Advisory Alpha, LLC | 0.03% | Reduce -35.4% | 35,484 | $846K |
| Corient Private Wealth LP | 0.00% | Add +18.9% | 34,551 | $823K |
| MIdWestOne Financial Group, Inc. | 0.14% | New | 33,000 | $786K |
| Petix & Botte Co | 0.19% | Reduce -50.0% | 31,726 | $756K |
| Northeast Financial Group, Inc. | 0.33% | Add +6.0% | 31,060 | $740K |
| Raymond James Trust N.A. | 0.02% | Add +37.9% | 30,372 | $724K |
| Tyche Wealth Partners LLC | 0.18% | Add +0.8% | 30,282 | $722K |
| Mma Asset Management LLC | 0.33% | Add +15.7% | 29,843 | $708K |
| Citadel Advisors | 0.00% | New | 28,918 | $689K |
| Ausdal Financial Partners, Inc. | 0.08% | Add +0.1% | 28,229 | $673K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.0% | 26,366 | $628K |
| Running Point Capital Advisors, LLC | 0.27% | No change | 25,257 | $602K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -8.7% | 24,349 | $580K |
| Creative Planning | 0.00% | Reduce -29.3% | 23,871 | $569K |
| Principal Securities, Inc. | 0.02% | Reduce -2.1% | 23,863 | $569K |
| Captrust Financial Advisors | 0.00% | Add +30.9% | 23,825 | $568K |
| Townsquare Capital LLC | 0.01% | Add +0.8% | 23,395 | $558K |
| Mascoma Wealth Management LLC | 0.16% | Reduce -32.2% | 23,140 | $551K |
| Prospera Financial Services Inc | 0.02% | Reduce -1.5% | 22,731 | $542K |
"% of holder's portfolio" is PZA's weight in each manager's 13F, not the share of Invesco National Amt-Free Mu the manager owns.