Invesco National Amt-Free MuPZAETF
13F holders, Q2 2024 (June 30)211holders +14
23new positions
10sold out
2famous investors
$23.63avg. 13F price*
At the end of Q2 2024, 211 institutions reported holding Invesco National Amt-Free Mu (PZA) in their 13F filings, up 14 from Q1 2024. 23 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($982.6M), UBS Group AG ($71.1M) and Cliftonlarsonallen Wealth Advisors, LLC ($56.1M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $12.0M |
| Exits | 10 | $2.5M |
All 13F filers, Q1 2024 → Q2 2024: 5,025,307 shares bought and 1,435,265 shares sold, net +3,590,042 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 211 holders
| Bank of America Corp. | 0.09% | Add +4.4% | 41,496,431 | $982.6M |
| UBS Group AG | 0.02% | Reduce -5.0% | 3,003,757 | $71.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.20% | Add +7.7% | 2,370,316 | $56.1M |
| Morgan Stanley | 0.00% | Add +2.4% | 2,075,450 | $49.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +19.9% | 2,049,560 | $48.5M |
| Wells Fargo & Company | 0.01% | Add +5.6% | 1,855,014 | $43.9M |
| Ameriprise Financial Inc. | 0.01% | Add +9.2% | 1,691,316 | $40.1M |
| Trustmark Bank Trust Department | 3.03% | Add +0.1% | 1,591,845 | $37.7M |
| LPL Financial LLC | 0.02% | Reduce -0.9% | 1,482,677 | $35.1M |
| EP Wealth Advisors, LLC | 0.33% | Add +3.2% | 1,306,170 | $30.9M |
| Ocean Park Asset Management, LLC | 1.43% | No change | 1,273,100 | $30.1M |
| Bank of New York Mellon Corp | 0.01% | Add +19.3% | 1,206,546 | $28.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +1.4% | 785,605 | $18.6M |
| 1900 Wealth Management LLC | 1.66% | Reduce -11.9% | 751,105 | $17.8M |
| Goodman Advisory Group, LLC | 5.09% | Reduce -5.4% | 719,478 | $17.0M |
| Stifel Financial Corp. | 0.02% | Reduce -0.5% | 717,235 | $17.0M |
| Parcion Private Wealth LLC | 1.45% | Add +37.1% | 669,850 | $15.9M |
| Composition Wealth, LLC | 0.37% | Add +40.3% | 638,514 | $15.1M |
| CX Institutional | 0.68% | Reduce -30.5% | 608,953 | $14.4M |
| Stratos Wealth Partners, LTD. | 0.22% | Reduce -0.7% | 580,172 | $13.7M |
| Cetera Investment Advisers | 0.03% | Add +11.9% | 538,282 | $12.7M |
| Comerica Bank | 0.05% | Add +2.1% | 532,473 | $12.6M |
| Allworth Financial LP | 0.07% | Add +1.4% | 485,884 | $11.6M |
| JPMorgan Chase & Co. | 0.00% | Add +52.4% | 463,704 | $11.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -27.8% | 442,893 | $10.5M |
| MML Investors Services, LLC | 0.04% | Add +20.3% | 415,907 | $9.8M |
| Anderson Hoagland & Co. | 1.00% | Add +12.6% | 398,742 | $9.5M |
| Confluence Investment Management LLC | 0.12% | Reduce -0.8% | 358,445 | $8.5M |
| Truist Financial Corp. | 0.01% | Add +129.3% | 356,972 | $8.5M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -5.2% | 344,427 | $8.2M |
| Assetmark, Inc. | 0.02% | Reduce -2.1% | 330,496 | $7.8M |
| US Bancorp \de | 0.01% | Reduce -1.1% | 321,690 | $7.6M |
| McAdam, LLC | 0.45% | Add +8.3% | 318,484 | $7.5M |
| Jane Street Group, LLC | 0.01% | Reduce -36.4% | 316,830 | $7.5M |
| Stewardship Advisors, LLC | 2.47% | Add +24.2% | 315,716 | $7.5M |
| First Foundation Advisors | 0.28% | Reduce -5.5% | 309,531 | $7.3M |
| Renaissance Technologies | 0.01% | Add +16.6% | 308,500 | $7.3M |
| Royal Bank of Canada | 0.00% | Add +8.8% | 301,558 | $7.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.35% | Add +13.7% | 297,702 | $7.0M |
| Raymond James & Associates | 0.00% | Reduce -0.9% | 282,379 | $6.7M |
| Traphagen Investment Advisors LLC | 0.70% | Reduce -8.1% | 272,037 | $6.4M |
| IHT Wealth Management, LLC | 0.23% | Add +8.7% | 261,990 | $6.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +296.0% | 246,791 | $5.8M |
| Proquility Private Wealth Partners, LLC | 1.95% | Reduce -9.5% | 242,011 | $5.7M |
| Aveo Capital Partners, LLC | 0.53% | Add +0.7% | 196,615 | $4.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.3% | 196,089 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.7% | 178,806 | $4.2M |
| Ashton Thomas Securities, LLC | 1.00% | — | 173,674 | $4.1M |
| Meeder Advisory Services, Inc. | 0.28% | New | 167,936 | $4.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -28.7% | 161,817 | $3.8M |
| Tortoise Investment Management, LLC | 0.37% | Reduce -8.0% | 135,560 | $3.2M |
| Clark Capital Management Group, Inc. | 0.02% | Add +47.8% | 128,213 | $3.0M |
| First Heartland Consultants, Inc. | 0.30% | Add +1.6% | 127,106 | $3.0M |
| SteelPeak Wealth, LLC | 0.14% | Reduce -13.1% | 122,206 | $2.9M |
| Advisory Services Network, LLC | 0.05% | Add +0.8% | 103,804 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +51.5% | 102,232 | $2.4M |
| Lebenthal Global Advisors, LLC | 0.49% | Reduce -4.0% | 93,822 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.8% | 90,071 | $2.1M |
| UMB Bank, n.a. | 0.03% | No change | 86,701 | $2.1M |
| Prudential Financial Inc. | 0.00% | Add +84.1% | 85,779 | $2.0M |
| Park Avenue Securities LLC | 0.02% | Add +61.7% | 84,979 | $2.0M |
| Waverly Advisors, LLC | 0.03% | Add +11.7% | 73,243 | $1.7M |
| Spire Wealth Management | 0.06% | Add +0.7% | 72,512 | $1.7M |
| Avidian Wealth Enterprises, LLC | 0.08% | Reduce -35.7% | 72,327 | $1.7M |
| TD Private Client Wealth LLC | 0.05% | Add +36.5% | 68,502 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 65,867 | $1.6M |
| Kowal Investment Group, LLC | 0.30% | Reduce -3.3% | 64,100 | $1.5M |
| Petix & Botte Co | 0.43% | Add +100.0% | 63,452 | $1.5M |
| Collaborative Wealth Managment Inc. | 0.73% | Add +4.5% | 62,967 | $1.5M |
| Elequin Capital, LP | 0.99% | New | 61,447 | $1.5M |
| Leeward Financial Partners, LLC | 0.54% | Add +2.8% | 56,371 | $1.3M |
| Ackerman Capital Advisors, LLC | 0.35% | Add +17.8% | 55,519 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -10.2% | 55,373 | $1.3M |
| Econ Financial Services Corp | 0.81% | Add +0.1% | 55,244 | $1.3M |
| Flynn Zito Capital Management, LLC | 0.63% | Add +14.8% | 52,072 | $1.2M |
| Fiduciary Trust Co | 0.02% | No change | 50,000 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +3.1% | 49,462 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.3% | 46,986 | $1.1M |
| Citadel Advisors | 0.00% | Add +57.7% | 45,609 | $1.1M |
| Flow Traders U.S. LLC | 0.05% | Add +6.3% | 45,311 | $1.1M |
| Choreo, LLC | 0.02% | New | 45,319 | $1.1M |
| Principal Securities, Inc. | 0.03% | Add +74.5% | 41,652 | $986K |
| NewEdge Advisors, LLC | 0.01% | Add +2.6% | 41,555 | $984K |
| Merit Financial Group, LLC | 0.02% | Add +0.0% | 41,437 | $981K |
| ProVise Management Group, LLC | 0.08% | Add +6.0% | 39,529 | $936K |
| Bernardo Wealth Planning LLC | 0.25% | Add +103.1% | 39,205 | $928K |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -31.3% | 38,500 | $912K |
| Raymond James Trust N.A. | 0.02% | Add +26.2% | 38,318 | $907K |
| Ausdal Financial Partners, Inc. | 0.10% | Add +35.7% | 38,311 | $907K |
| FOCUS Wealth Advisors, LLC | 0.46% | Add +0.4% | 38,019 | $900K |
| Northeast Financial Group, Inc. | 0.38% | Add +21.2% | 37,633 | $891K |
| PFW Advisors LLC | 0.28% | Add +2.7% | 37,422 | $886K |
| AlphaStar Capital Management, LLC | 0.07% | New | 33,494 | $793K |
| Corient Private Wealth LP | 0.00% | Reduce -4.3% | 33,072 | $785K |
| Fortis Group Advisors, LLC | 0.16% | New | 32,991 | $781K |
| Francis Financial, Inc. | 0.23% | Add +98.0% | 32,555 | $771K |
| Mma Asset Management LLC | 0.35% | Add +6.0% | 31,620 | $749K |
| Tyche Wealth Partners LLC | 0.18% | Add +2.1% | 30,921 | $732K |
| Sanctuary Advisors, LLC | 0.01% | — | 29,260 | $685K |
| Main Street Financial Solutions, LLC | 0.06% | Add +46.4% | 28,864 | $684K |
"% 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.