Invesco National Amt-Free MuPZAETF
13F holders, Q3 2024 (September 30)217holders +6
24new positions
18sold out
2famous investors
$24.11avg. 13F price*
At the end of Q3 2024, 217 institutions reported holding Invesco National Amt-Free Mu (PZA) in their 13F filings, up 6 from Q2 2024. 24 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($1.0B), UBS Group AG ($71.1M) and Cliftonlarsonallen Wealth Advisors, LLC ($61.0M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $12.4M |
| Exits | 18 | $5.6M |
All 13F filers, Q2 2024 → Q3 2024: 3,925,733 shares bought and 2,346,505 shares sold, net +1,579,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 217 holders
| Bank of America Corp. | 0.09% | Add +3.9% | 43,118,740 | $1.0B |
| UBS Group AG | 0.02% | Reduce -2.0% | 2,945,022 | $71.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.41% | Add +6.5% | 2,525,514 | $61.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +3.5% | 2,122,268 | $51.3M |
| Morgan Stanley | 0.00% | Reduce -11.1% | 1,844,345 | $44.5M |
| Wells Fargo & Company | 0.01% | Reduce -2.4% | 1,809,911 | $43.7M |
| Ameriprise Financial Inc. | 0.01% | Add +2.4% | 1,731,775 | $41.9M |
| LPL Financial LLC | 0.02% | Add +6.5% | 1,579,405 | $38.1M |
| Bank of New York Mellon Corp | 0.01% | Add +13.4% | 1,368,235 | $33.0M |
| EP Wealth Advisors, LLC | 0.27% | Add +0.6% | 1,313,420 | $31.7M |
| Ocean Park Asset Management, LLC | 1.30% | Reduce -3.9% | 1,223,500 | $29.5M |
| Parcion Private Wealth LLC | 1.66% | Add +23.1% | 824,250 | $19.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +2.0% | 801,123 | $19.3M |
| Stifel Financial Corp. | 0.02% | Add +7.2% | 769,060 | $18.6M |
| 1900 Wealth Management LLC | 1.53% | Reduce -1.3% | 741,009 | $17.9M |
| Composition Wealth, LLC | 0.40% | Add +13.5% | 724,642 | $17.5M |
| Goodman Advisory Group, LLC | 4.99% | Add +0.5% | 723,398 | $17.5M |
| Trustmark Bank Trust Department | 1.17% | Reduce -59.7% | 641,901 | $15.5M |
| CX Institutional | 0.67% | Add +2.7% | 625,473 | $15.1M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +4.4% | 605,792 | $14.6M |
| Renaissance Technologies | 0.02% | Add +87.3% | 577,764 | $14.0M |
| Cetera Investment Advisers | 0.03% | Reduce -0.1% | 537,921 | $13.0M |
| JPMorgan Chase & Co. | 0.00% | Add +9.3% | 506,910 | $12.2M |
| Comerica Bank | 0.05% | Reduce -5.9% | 501,033 | $12.1M |
| Allworth Financial LP | 0.07% | Add +0.6% | 488,666 | $11.8M |
| MML Investors Services, LLC | 0.04% | Add +14.6% | 476,728 | $11.5M |
| Osaic Holdings, Inc. | 0.02% | Add +0.7% | 446,168 | $10.8M |
| Anderson Hoagland & Co. | 0.97% | Reduce -0.8% | 395,508 | $9.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.42% | Add +28.0% | 381,039 | $9.2M |
| Truist Financial Corp. | 0.01% | Add +2.9% | 367,386 | $8.9M |
| US Bancorp \de | 0.01% | Add +13.5% | 365,102 | $8.8M |
| Confluence Investment Management LLC | 0.11% | Reduce -6.1% | 336,638 | $8.1M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.6% | 335,361 | $8.1M |
| First Foundation Advisors | 0.30% | Add +6.5% | 329,638 | $8.0M |
| Assetmark, Inc. | 0.02% | Reduce -3.8% | 317,843 | $7.7M |
| McAdam, LLC | 0.42% | Reduce -3.4% | 307,774 | $7.4M |
| Royal Bank of Canada | 0.00% | Reduce -5.0% | 286,417 | $6.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +14.5% | 282,656 | $6.8M |
| Stewardship Advisors, LLC | 1.90% | Reduce -11.6% | 279,159 | $6.7M |
| Raymond James & Associates | 0.00% | Reduce -2.1% | 276,522 | $6.7M |
| IHT Wealth Management, LLC | 0.18% | Add +1.9% | 267,094 | $6.5M |
| Traphagen Investment Advisors LLC | 0.60% | Reduce -9.6% | 245,999 | $5.9M |
| Blueprint Investment Partners LLC | 1.00% | New | 227,584 | $5.5M |
| Proquility Private Wealth Partners, LLC | 1.65% | Reduce -11.8% | 213,454 | $5.2M |
| Aveo Capital Partners, LLC | 0.54% | Add +7.8% | 211,845 | $5.1M |
| Meeder Advisory Services, Inc. | 0.30% | Add +14.9% | 192,967 | $4.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -3.3% | 189,610 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.2% | 179,127 | $4.3M |
| Ashton Thomas Securities, LLC | 0.78% | Reduce -4.2% | 166,470 | $4.0M |
| Tortoise Investment Management, LLC | 0.33% | Reduce -3.0% | 131,496 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -19.4% | 130,439 | $3.1M |
| Clark Capital Management Group, Inc. | 0.02% | Add +1.4% | 129,978 | $3.1M |
| First Heartland Consultants, Inc. | 0.32% | Reduce -2.9% | 123,434 | $3.0M |
| SteelPeak Wealth, LLC | 0.13% | Reduce -4.3% | 116,962 | $2.8M |
| Prudential Financial Inc. | 0.00% | Add +25.7% | 107,854 | $2.6M |
| Advisory Services Network, LLC | 0.05% | No change | 103,804 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.9% | 99,894 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -11.0% | 91,016 | $2.2M |
| Lebenthal Global Advisors, LLC | 0.43% | Reduce -6.3% | 87,884 | $2.1M |
| UMB Bank, n.a. | 0.03% | Reduce -0.4% | 86,335 | $2.1M |
| Park Avenue Securities LLC | 0.02% | Reduce -2.8% | 82,570 | $2.0M |
| Waverly Advisors, LLC | 0.03% | Reduce -2.6% | 71,363 | $1.7M |
| Spire Wealth Management | 0.06% | Reduce -4.9% | 68,971 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +41.1% | 66,295 | $1.6M |
| Collaborative Wealth Managment Inc. | 0.71% | Add +3.8% | 65,385 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +16.7% | 64,641 | $1.6M |
| TD Private Client Wealth LLC | 0.04% | Reduce -6.5% | 64,037 | $1.5M |
| Kowal Investment Group, LLC | 0.28% | Reduce -1.2% | 63,358 | $1.5M |
| Petix & Botte Co | 0.40% | Reduce -2.3% | 62,014 | $1.5M |
| Mma Asset Management LLC | 0.39% | Add +100.3% | 63,326 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +19.0% | 58,875 | $1.4M |
| Leeward Financial Partners, LLC | 0.53% | Add +3.2% | 58,177 | $1.4M |
| Keybank National Association | 0.01% | New | 56,105 | $1.4M |
| Flynn Zito Capital Management, LLC | 0.63% | Add +3.6% | 53,936 | $1.3M |
| Principal Securities, Inc. | 0.03% | Add +25.0% | 52,073 | $1.3M |
| RFG Advisory, LLC | 0.04% | Add +401.5% | 50,992 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +191.5% | 50,136 | $1.2M |
| Fiduciary Trust Co | 0.02% | No change | 50,000 | $1.2M |
| Northeast Financial Group, Inc. | 0.45% | Add +29.9% | 48,899 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -35.9% | 46,373 | $1.1M |
| Choreo, LLC | 0.02% | No change | 45,319 | $1.1M |
| Merit Financial Group, LLC | 0.02% | Add +7.7% | 44,631 | $1.1M |
| Ackerman Capital Advisors, LLC | 0.28% | Reduce -20.1% | 44,369 | $1.1M |
| Fortis Group Advisors, LLC | 0.20% | Add +32.6% | 43,745 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +5.9% | 40,771 | $985K |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.1% | 40,264 | $972K |
| ProVise Management Group, LLC | 0.07% | Reduce -0.8% | 39,220 | $947K |
| Ausdal Financial Partners, Inc. | 0.10% | Add +0.5% | 38,487 | $929K |
| FOCUS Wealth Advisors, LLC | 0.46% | Add +0.0% | 38,020 | $918K |
| Bernardo Wealth Planning LLC | 0.22% | Reduce -5.5% | 37,038 | $889K |
| Raymond James Trust N.A. | 0.02% | Reduce -4.6% | 36,539 | $882K |
| Main Street Financial Solutions, LLC | 0.08% | Add +17.7% | 33,966 | $820K |
| Francis Financial, Inc. | 0.21% | Add +1.1% | 32,910 | $795K |
| AlphaStar Capital Management, LLC | 0.06% | Reduce -2.9% | 32,523 | $785K |
| Running Point Capital Advisors, LLC | 0.29% | Add +9.3% | 31,315 | $756K |
| Tyche Wealth Partners LLC | 0.17% | Add +0.2% | 30,981 | $748K |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.9% | 30,371 | $733K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.7% | 30,355 | $725K |
| Jane Street Group, LLC | 0.00% | Reduce -90.7% | 29,601 | $715K |
| Old Mission Capital LLC | 0.02% | Add +0.3% | 28,480 | $688K |
| Advisory Alpha, LLC | 0.02% | Reduce -3.1% | 27,720 | $669K |
| Citadel Advisors | 0.00% | Reduce -40.5% | 27,138 | $655K |
| HRT Financial LP | 0.00% | New | 26,394 | $637K |
| IFG Advisory, LLC | 0.04% | Add +16.3% | 26,290 | $635K |
| Townsquare Capital LLC | 0.01% | Add +19.5% | 25,826 | $624K |
| &partners | 0.01% | New | 25,158 | $608K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -2.0% | 24,835 | $600K |
| Robertson Stephens Wealth Management, LLC | 0.02% | New | 24,834 | $600K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 24,349 | $588K |
| Sowell Financial Services LLC | 0.03% | Add +9.4% | 23,156 | $559K |
| HighTower Advisors, LLC | 0.00% | Reduce -10.3% | 22,950 | $554K |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 22,250 | $537K |
| Corient Private Wealth LP | 0.00% | Reduce -33.9% | 21,862 | $528K |
| Mascoma Wealth Management LLC | 0.13% | Add +0.1% | 21,778 | $526K |
| Wiser Advisor Group LLC | 0.77% | Reduce -2.1% | 21,475 | $519K |
| Argonautica Private Wealth Management, Inc. | 0.17% | Reduce -3.9% | 20,997 | $507K |
| Commerce Bank | 0.00% | No change | 20,570 | $497K |
| Procyon Advisors, LLC | 0.03% | Add +0.5% | 20,083 | $485K |
| Brophy Wealth Management, LLC | 0.17% | — | 20,049 | $484K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 19,186 | $463K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 18,890 | $456K |
| Ally Invest Advisors Inc. | 0.04% | Add +7.7% | 18,693 | $451K |
| Prospera Financial Services Inc | 0.01% | Add +0.8% | 18,490 | $447K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1477.8% | 18,334 | $443K |
| MRP Capital Investments, LLC | 0.42% | No change | 18,236 | $440K |
| Creative Planning | 0.00% | Reduce -9.7% | 17,919 | $433K |
| Vectors Research Management, LLC | 0.13% | Reduce -0.1% | 17,835 | $432K |
| NewSquare Capital LLC | 0.03% | Reduce -6.7% | 17,839 | $431K |
| Courier Capital LLC | 0.03% | Reduce -0.1% | 17,835 | $431K |
| First United Bank & Trust | 0.15% | Reduce -7.6% | 17,741 | $428K |
| Revisor Wealth Management LLC | 0.27% | New | 17,601 | $425K |
| Advisory Resource Group | 0.09% | Reduce -8.8% | 17,531 | $423K |
| Kolinsky Wealth Management, LLC | 0.27% | New | 17,082 | $413K |
| BCGM Wealth Management, LLC | 0.13% | Add +0.5% | 16,825 | $406K |
| Thomasville National Bank | 0.03% | No change | 16,600 | $401K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 15,985 | $386K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +27.1% | 15,806 | $382K |
| Goldman Sachs Group Inc. | 0.00% | Add +14.7% | 14,854 | $359K |
| Asset Management Group, Inc. | 0.05% | Add +0.5% | 14,718 | $355K |
| NewEdge Wealth, LLC | 0.01% | Reduce -6.0% | 14,279 | $345K |
| Rede Wealth, LLC | 0.13% | Reduce -18.5% | 14,041 | $339K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -3.3% | 13,691 | $331K |
| Tempus Wealth Planning, LLC | 0.12% | No change | 13,185 | $318K |
| Veltria Advisors Corp. | 0.12% | Reduce -10.1% | 12,942 | $313K |
| Werba Rubin Papier Wealth Management | 0.07% | Add +0.2% | 12,875 | $311K |
| AE Wealth Management LLC | 0.00% | New | 12,844 | $310K |
| CAP Partners, LLC | 0.22% | Add +0.7% | 12,459 | $301K |
| James J. Burns & Company, LLC | 0.05% | Reduce -28.0% | 12,331 | $298K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.6% | 11,626 | $281K |
| Addison Advisors LLC | 0.08% | No change | 11,605 | $280K |
| Passumpsic Savings Bank | 0.18% | No change | 11,565 | $279K |
| Good Life Advisors, LLC | 0.02% | New | 11,472 | $277K |
| Warner Financial, Inc. | 0.12% | No change | 11,336 | $274K |
| Goodwin Investment Advisory | 0.12% | Reduce -9.0% | 11,264 | $272K |
| Northern Trust Corp. | 0.00% | No change | 10,988 | $265K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 10,922 | $264K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 10,899 | $263K |
| Harbour Investments, Inc. | 0.01% | No change | 10,687 | $258K |
| Meridian Wealth Management, LLC | 0.01% | Add +13.4% | 10,550 | $255K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 9,990 | $241K |
| River Wealth Advisors LLC | 0.03% | New | 9,931 | $240K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -1.6% | 9,779 | $236K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1.6% | 9,592 | $232K |
| Alaska Wealth Advisors, LLC | 0.03% | Add +0.3% | 9,574 | $231K |
| American Institute for Advanced Investment Management, LLP | 0.17% | No change | 9,545 | $231K |
| Altus Wealth Group LLC | 0.10% | New | 9,250 | $223K |
| Creative Financial Designs Inc. | 0.02% | Reduce -13.8% | 9,180 | $222K |
| Silver Oak Securities, Incorporated | 0.02% | Add +24.5% | 8,960 | $216K |
| Interactive Financial Advisors, Inc. | 0.11% | Reduce -27.2% | 8,580 | $207K |
| Richardson Financial Services Inc. | 0.13% | Add +27.1% | 8,661 | $206K |
| First Trust Advisors LP | 0.00% | Add +0.6% | 8,496 | $205K |
| Sigma Planning Corp | 0.01% | Reduce -6.6% | 8,426 | $203K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -18.5% | 8,419 | $203K |
| Evercore Wealth Management, LLC | 0.00% | New | 8,393 | $203K |
| Pineridge Advisors LLC | 0.07% | Reduce -22.1% | 7,604 | $184K |
| Ancora Advisors LLC | 0.00% | No change | 7,382 | $178K |
| FMR LLC | 0.00% | Add +66.9% | 6,868 | $166K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +3.7% | 6,567 | $159K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 6,161 | $149K |
| TruNorth Capital Management, LLC | 0.04% | New | 6,000 | $145K |
| Independence Bank of Kentucky | 0.03% | No change | 5,800 | $140K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.6% | 134,718 | $135K |
| Qube Research & Technologies Ltd | 0.00% | New | 5,262 | $127K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -6.5% | 4,949 | $120K |
| Farther Finance Advisors, LLC | 0.00% | Add +7888.7% | 4,234 | $102K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,646 | $88K |
| Global Retirement Partners, LLC | 0.00% | Reduce -60.4% | 3,586 | $87K |
| Avior Wealth Management, LLC | 0.00% | Add +3523.0% | 3,623 | $85K |
| Fourpath Capital Management, LLC | 0.02% | New | 3,520 | $85K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 3,344 | $81K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 3,267 | $79K |
| GAMMA Investing LLC | 0.01% | Add +115.9% | 2,885 | $70K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,676 | $40K |
| Winthrop Capital Management, LLC | 0.02% | No change | 1,626 | $39K |
| LGT Financial Advisors LLC | 0.09% | Add +0.8% | 1,524 | $37K |
| Private Trust Co. NA | 0.00% | Reduce -3.8% | 1,425 | $34K |
| IFP Advisors, Inc | 0.00% | No change | 1,300 | $31K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,115 | $27K |
| PSI Advisors, LLC | 0.01% | Add +0.9% | 1,049 | $25K |
| First PREMIER Bank | 0.01% | No change | 1,000 | $24K |
| Franklin Resources Inc. | 0.00% | No change | 1,000 | $24K |
| Flaharty Asset Management, LLC | 0.00% | New | 982 | $24K |
| Cwm, LLC | 0.00% | No change | 853 | $21K |
| Oakworth Capital, Inc. | 0.00% | No change | 700 | $17K |
| Founders Financial Alliance, LLC | 0.00% | Add +0.3% | 655 | $16K |
| AdvisorNet Financial, Inc | 0.00% | No change | 616 | $15K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +0.4% | 456 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 374 | $9K |
| Versant Capital Management, Inc | 0.00% | No change | 258 | $6K |
| Capital Analysts, LLC | 0.00% | New | 245 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 229 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 102 | $2K |
| Planned Solutions, Inc. | 0.00% | New | 101 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 78 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -95.2% | 23 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 8 | $193 |
| CoreCap Advisors, LLC | 0.00% | Reduce -99.9% | 1 | $13 |
"% 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.