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 |
| Running Point Capital Advisors, LLC | 0.28% | Add +13.4% | 28,654 | $679K |
| Advisory Alpha, LLC | 0.03% | Reduce -19.4% | 28,611 | $678K |
| Old Mission Capital LLC | 0.02% | Add +214.2% | 28,385 | $672K |
| HighTower Advisors, LLC | 0.00% | Reduce -48.1% | 25,577 | $610K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -3.9% | 25,343 | $600K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 24,349 | $577K |
| IFG Advisory, LLC | 0.03% | Add +11.4% | 22,615 | $536K |
| Captrust Financial Advisors | 0.00% | Reduce -6.7% | 22,241 | $527K |
| Wiser Advisor Group LLC | 0.82% | No change | 21,930 | $519K |
| Argonautica Private Wealth Management, Inc. | 0.18% | Add +5.2% | 21,840 | $517K |
| Mascoma Wealth Management LLC | 0.14% | Reduce -6.0% | 21,759 | $515K |
| Townsquare Capital LLC | 0.01% | Reduce -7.6% | 21,619 | $512K |
| Sowell Financial Services LLC | 0.02% | Add +1.6% | 21,165 | $501K |
| Belpointe Asset Management LLC | 0.03% | No change | 21,156 | $501K |
| Commerce Bank | 0.00% | No change | 20,570 | $487K |
| Procyon Advisors, LLC | 0.04% | Add +5.0% | 19,987 | $473K |
| Creative Planning | 0.00% | Reduce -16.8% | 19,853 | $470K |
| Advisory Resource Group | 0.10% | Reduce -0.2% | 19,230 | $455K |
| First United Bank & Trust | 0.17% | Add +2.3% | 19,195 | $455K |
| NewSquare Capital LLC | 0.04% | Reduce -15.4% | 19,124 | $453K |
| Prospera Financial Services Inc | 0.01% | Reduce -19.3% | 18,346 | $434K |
| MRP Capital Investments, LLC | 0.40% | New | 18,236 | $432K |
| Vectors Research Management, LLC | 0.13% | Reduce -0.6% | 17,848 | $423K |
| Courier Capital LLC | 0.03% | Reduce -0.6% | 17,848 | $423K |
| Ally Invest Advisors Inc. | 0.04% | Add +12.4% | 17,365 | $411K |
| Rede Wealth, LLC | 0.38% | Reduce -2.8% | 17,231 | $408K |
| Jones Financial Companies LLLP | 0.00% | New | 17,199 | $407K |
| James J. Burns & Company, LLC | 0.08% | Add +0.4% | 17,120 | $405K |
| BCGM Wealth Management, LLC | 0.14% | Reduce -15.5% | 16,736 | $396K |
| Thomasville National Bank | 0.03% | No change | 16,600 | $393K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 15,985 | $379K |
| NewEdge Wealth, LLC | 0.01% | No change | 15,189 | $360K |
| Asset Management Group, Inc. | 0.05% | Add +0.5% | 14,652 | $347K |
| Veltria Advisors Corp. | 0.12% | No change | 14,391 | $341K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -6.8% | 14,159 | $335K |
| First Affirmative Financial Network | 0.23% | Reduce -35.2% | 13,970 | $331K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -21.0% | 13,457 | $319K |
| Tempus Wealth Planning, LLC | 0.13% | Reduce -1.9% | 13,185 | $312K |
| Goldman Sachs Group Inc. | 0.00% | New | 12,952 | $307K |
| Werba Rubin Papier Wealth Management | 0.08% | Reduce -3.2% | 12,850 | $304K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.3% | 12,432 | $294K |
| Goodwin Investment Advisory | 0.13% | Add +133.0% | 12,373 | $293K |
| CAP Partners, LLC | 0.24% | Add +20.2% | 12,367 | $293K |
| PGIM Custom Harvest LLC | 0.01% | New | 12,253 | $290K |
| Interactive Financial Advisors, Inc. | 0.15% | Add +1.9% | 11,793 | $279K |
| Addison Advisors LLC | 0.09% | No change | 11,605 | $275K |
| Passumpsic Savings Bank | 0.20% | No change | 11,565 | $274K |
| Warner Financial, Inc. | 0.13% | No change | 11,336 | $268K |
| Northern Trust Corp. | 0.00% | No change | 10,988 | $260K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 10,922 | $259K |
| Harbour Investments, Inc. | 0.01% | No change | 10,687 | $253K |
| Creative Financial Designs Inc. | 0.02% | Reduce -19.2% | 10,656 | $252K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -5.6% | 10,335 | $245K |
| RFG Advisory, LLC | 0.01% | Add +0.3% | 10,168 | $241K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 9,990 | $237K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -33.5% | 9,943 | $235K |
| Pineridge Advisors LLC | 0.08% | Reduce -15.1% | 9,767 | $231K |
| American Institute for Advanced Investment Management, LLP | 0.17% | No change | 9,545 | $226K |
| Alaska Wealth Advisors, LLC | 0.04% | Reduce -10.0% | 9,543 | $226K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +6.0% | 9,439 | $226K |
| Meridian Wealth Management, LLC | 0.03% | New | 9,300 | $220K |
| Mariner, LLC | 0.00% | New | 9,222 | $218K |
| Global Retirement Partners, LLC | 0.01% | Add +4.8% | 9,060 | $215K |
| Sigma Planning Corp | 0.01% | Reduce -13.9% | 9,024 | $214K |
| Barnes Pettey Financial Advisors, LLC | 0.18% | No change | 8,890 | $211K |
| First Trust Advisors LP | 0.00% | Reduce -0.7% | 8,448 | $200K |
| Ancora Advisors LLC | 0.00% | No change | 7,382 | $175K |
| Silver Oak Securities, Incorporated | 0.03% | New | 7,198 | $170K |
| Richardson Financial Services Inc. | 0.12% | Reduce -12.8% | 6,813 | $161K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 6,331 | $150K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.0% | 6,161 | $146K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.2% | 141,203 | $141K |
| Independence Bank of Kentucky | 0.04% | New | 5,800 | $137K |
| Parkside Financial Bank & Trust | 0.02% | Add +51.3% | 5,295 | $125K |
| FMR LLC | 0.00% | Add +86.7% | 4,116 | $97K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,646 | $86K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +40.9% | 3,344 | $79K |
| First Personal Financial Services | 0.01% | Reduce -7.8% | 2,350 | $56K |
| International Assets Investment Management, LLC | 0.00% | New | 1,851 | $44K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,676 | $40K |
| Winthrop Capital Management, LLC | 0.02% | Reduce -78.9% | 1,626 | $39K |
| LGT Financial Advisors LLC | 0.08% | Add +0.9% | 1,512 | $36K |
| Private Trust Co. NA | 0.00% | Reduce -27.2% | 1,481 | $35K |
| GAMMA Investing LLC | 0.00% | New | 1,336 | $32K |
| IFP Advisors, Inc | 0.00% | No change | 1,300 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,162 | $28K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,115 | $26K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,100 | $26K |
| Bank of Montreal | 0.00% | New | 1,089 | $26K |
| PSI Advisors, LLC | 0.01% | Add +0.9% | 1,040 | $25K |
| First PREMIER Bank | 0.01% | No change | 1,000 | $24K |
| Franklin Resources Inc. | 0.00% | No change | 1,000 | $24K |
| CoreCap Advisors, LLC | 0.00% | Add +0.4% | 945 | $22K |
| Cwm, LLC | 0.00% | Reduce -56.0% | 853 | $20K |
| Strategic Financial Concepts, LLC | 0.01% | New | 30,778 | $18K |
| Oakworth Capital, Inc. | 0.00% | No change | 700 | $17K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -27.8% | 653 | $15K |
| AdvisorNet Financial, Inc | 0.00% | No change | 616 | $15K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 474 | $12K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 454 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 374 | $9K |
| Citigroup Inc. | 0.00% | No change | 300 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 281 | $7K |
| Versant Capital Management, Inc | 0.00% | No change | 258 | $6K |
| Arax Advisory Partners | 0.00% | No change | 236 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 229 | $5K |
| Kelly Financial Services LLC | 0.00% | Add +4.6% | 205 | $5K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 102 | $2K |
| Farther Finance Advisors, LLC | 0.00% | New | 53 | $1K |
| Avior Wealth Management, LLC | 0.00% | Reduce -98.3% | 100 | $100 |
| Summit Securities Group LLC | 0.00% | New | 1 | $0 |
"% 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.