Invesco National Amt-Free MuPZAETF
13F holders, Q4 2024 (December 31)229holders +12
31new positions
24sold out
3famous investors
$23.61avg. 13F price*
At the end of Q4 2024, 229 institutions reported holding Invesco National Amt-Free Mu (PZA) in their 13F filings, up 12 from Q3 2024. 31 opened new positions and 24 sold out. The largest holders were Bank of America Corp. ($1.2B), UBS Group AG ($68.3M) and Cliftonlarsonallen Wealth Advisors, LLC ($63.8M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Invesco National Amt-Free Mu
- CUSIP
- 46138E537
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $43.5M |
| Exits | 24 | $13.9M |
All 13F filers, Q3 2024 → Q4 2024: 12,617,630 shares bought and 2,469,157 shares sold, net +10,148,473 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 229 holders
| Bank of America Corp. | 0.11% | Add +15.3% | 49,720,042 | $1.2B |
| UBS Group AG | 0.02% | Reduce -1.8% | 2,891,164 | $68.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.24% | Add +7.0% | 2,701,822 | $63.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +20.1% | 2,548,441 | $60.2M |
| Wells Fargo & Company | 0.01% | Add +15.0% | 2,082,020 | $49.2M |
| Morgan Stanley | 0.00% | Add +12.9% | 2,081,752 | $49.2M |
| LPL Financial LLC | 0.02% | Add +29.6% | 2,047,015 | $48.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -9.3% | 1,571,318 | $37.3M |
| Bank of New York Mellon Corp | 0.01% | Add +12.4% | 1,537,730 | $36.3M |
| EP Wealth Advisors, LLC | 0.27% | Add +7.3% | 1,408,827 | $33.3M |
| Ocean Park Asset Management, LLC | 0.95% | Reduce -3.0% | 1,186,900 | $28.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +22.0% | 977,386 | $23.1M |
| Parcion Private Wealth LLC | 1.56% | Add +5.0% | 865,363 | $20.4M |
| Goodman Advisory Group, LLC | 5.32% | Add +5.5% | 763,450 | $18.0M |
| CX Institutional | 0.71% | Add +21.6% | 760,497 | $18.0M |
| Composition Wealth, LLC | 0.36% | Add +4.2% | 755,238 | $17.8M |
| Stifel Financial Corp. | 0.02% | Reduce -6.2% | 721,592 | $17.0M |
| Annex Advisory Services, LLC | 0.51% | New | 712,036 | $16.8M |
| MML Investors Services, LLC | 0.06% | Add +48.3% | 706,924 | $16.7M |
| Raymond James Financial Inc. | 0.01% | — | 641,717 | $15.2M |
| 1900 Wealth Management LLC | 1.23% | Reduce -16.0% | 622,352 | $14.7M |
| Cetera Investment Advisers | 0.03% | Add +11.2% | 598,113 | $14.1M |
| Osaic Holdings, Inc. | 0.03% | Add +31.6% | 587,334 | $13.9M |
| Stratos Wealth Partners, LTD. | 0.19% | Reduce -6.8% | 564,471 | $13.3M |
| Citadel Advisors | 0.01% | Add +1937.7% | 552,989 | $13.1M |
| JPMorgan Chase & Co. | 0.00% | Add +1.8% | 515,768 | $12.2M |
| Allworth Financial LP | 0.07% | Add +3.9% | 507,894 | $11.9M |
| Comerica Bank | 0.05% | Reduce -0.2% | 500,006 | $11.8M |
| Truist Financial Corp. | 0.02% | Add +26.1% | 463,344 | $10.9M |
| Trustmark Bank Trust Department | 0.69% | Reduce -38.7% | 393,695 | $9.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.39% | Reduce -0.1% | 380,748 | $9.0M |
| US Bancorp \de | 0.01% | Add +3.3% | 377,004 | $8.9M |
| Jane Street Group, LLC | 0.01% | Add +1164.2% | 374,209 | $8.8M |
| Anderson Hoagland & Co. | 0.89% | Reduce -6.6% | 369,518 | $8.7M |
| Seeds Investor LLC | 2.35% | New | 349,904 | $8.3M |
| Independent Advisor Alliance | 0.11% | New | 349,463 | $8.3M |
| Confluence Investment Management LLC | 0.11% | Reduce -1.1% | 332,758 | $7.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.2% | 331,452 | $7.8M |
| McAdam, LLC | 0.42% | Add +7.2% | 329,882 | $7.8M |
| Assetmark, Inc. | 0.02% | Reduce -1.5% | 313,160 | $7.4M |
| Stewardship Advisors, LLC | 1.92% | Add +4.9% | 292,814 | $6.9M |
| Royal Bank of Canada | 0.00% | Add +2.0% | 292,053 | $6.9M |
| IHT Wealth Management, LLC | 0.21% | Add +5.3% | 281,168 | $6.6M |
| Traphagen Investment Advisors LLC | 0.54% | Reduce -9.4% | 222,945 | $5.3M |
| Aveo Capital Partners, LLC | 0.55% | Reduce -0.0% | 211,775 | $5.0M |
| Meeder Advisory Services, Inc. | 0.31% | Add +9.3% | 210,861 | $5.0M |
| First Foundation Advisors | 0.18% | Reduce -37.6% | 205,601 | $4.9M |
| Ashton Thomas Securities, LLC | 1.22% | Add +13.3% | 188,530 | $4.5M |
| Clark Capital Management Group, Inc. | 0.03% | Add +42.6% | 185,345 | $4.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -13.1% | 164,798 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -11.9% | 157,740 | $3.7M |
| Tortoise Investment Management, LLC | 0.33% | Reduce -0.6% | 130,681 | $3.1M |
| Park Avenue Securities LLC | 0.03% | Add +51.8% | 125,360 | $3.0M |
| SteelPeak Wealth, LLC | 0.12% | Add +0.6% | 117,616 | $2.8M |
| Renaissance Technologies | 0.00% | Reduce -79.7% | 117,200 | $2.8M |
| First Heartland Consultants, Inc. | 0.28% | Reduce -6.8% | 114,976 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -14.4% | 111,681 | $2.6M |
| Keybank National Association | 0.01% | Add +88.9% | 105,997 | $2.5M |
| Advisory Services Network, LLC | 0.05% | Reduce -0.1% | 103,703 | $2.4M |
| Petix & Botte Co | 0.64% | Add +65.8% | 102,832 | $2.4M |
| AssuredPartners Investment Advisors, LLC | 0.45% | — | 97,305 | $2.3M |
| Proquility Private Wealth Partners, LLC | 0.71% | Reduce -56.1% | 93,589 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.5% | 92,373 | $2.2M |
| Lebenthal Global Advisors, LLC | 0.40% | Add +4.6% | 91,940 | $2.2M |
| Principal Securities, Inc. | 0.05% | Add +68.8% | 87,879 | $2.1M |
| UMB Bank, n.a. | 0.03% | Reduce -1.2% | 85,285 | $2.0M |
| TD Private Client Wealth LLC | 0.05% | Add +23.3% | 78,958 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Add +19.1% | 76,958 | $1.8M |
| Spire Wealth Management | 0.05% | Add +2.4% | 70,613 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -23.4% | 69,717 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +34.3% | 67,339 | $1.6M |
| Waverly Advisors, LLC | 0.02% | Reduce -7.3% | 66,163 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -4.7% | 63,162 | $1.5M |
| Leeward Financial Partners, LLC | 0.52% | Add +6.1% | 61,722 | $1.5M |
| Collaborative Wealth Managment Inc. | 0.63% | Reduce -9.7% | 59,052 | $1.4M |
| Flow Traders U.S. LLC | 0.05% | New | 54,949 | $1.3M |
| Econ Financial Services Corp | 0.74% | New | 54,701 | $1.3M |
| Flynn Zito Capital Management, LLC | 0.60% | Add +1.4% | 54,667 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -12.3% | 51,605 | $1.2M |
| Northeast Financial Group, Inc. | 0.46% | Add +5.0% | 51,323 | $1.2M |
| Fiduciary Trust Co | 0.02% | No change | 50,000 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +9.2% | 44,540 | $1.1M |
| Ackerman Capital Advisors, LLC | 0.27% | Reduce -1.4% | 43,752 | $1.0M |
| Merit Financial Group, LLC | 0.02% | Reduce -2.4% | 43,546 | $1.0M |
| ProVise Management Group, LLC | 0.09% | Add +7.3% | 42,085 | $994K |
| Choreo, LLC | 0.01% | Reduce -7.8% | 41,809 | $988K |
| Per Stirling Capital Management, LLC. | 0.14% | New | 41,821 | $987K |
| Mariner, LLC | 0.00% | New | 40,724 | $961K |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -0.2% | 38,426 | $907K |
| Mma Asset Management LLC | 0.38% | Reduce -41.7% | 36,908 | $871K |
| Main Street Financial Solutions, LLC | 0.08% | Add +7.1% | 36,382 | $859K |
| PFW Advisors LLC | 0.26% | — | 36,344 | $858K |
| FOCUS Wealth Advisors, LLC | 0.45% | Reduce -4.9% | 36,142 | $853K |
| Bernardo Wealth Planning LLC | 0.20% | Reduce -2.5% | 36,128 | $843K |
| Francis Financial, Inc. | 0.21% | Add +7.6% | 35,408 | $836K |
| Fortis Group Advisors, LLC | 0.15% | Reduce -22.5% | 33,908 | $801K |
| AlphaStar Capital Management, LLC | 0.08% | Add +3.6% | 33,705 | $796K |
| Advisory Alpha, LLC | 0.03% | Add +17.3% | 32,501 | $767K |
| Running Point Capital Advisors, LLC | 0.25% | No change | 31,315 | $739K |
| Tyche Wealth Partners LLC | 0.15% | Add +0.0% | 30,991 | $732K |
"% 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.