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 |
| Townsquare Capital LLC | 0.01% | Add +15.9% | 29,935 | $707K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.7% | 28,937 | $681K |
| IFG Advisory, LLC | 0.04% | Add +9.3% | 28,739 | $679K |
| NewEdge Advisors, LLC | 0.00% | Reduce -29.6% | 28,350 | $669K |
| &partners | 0.01% | Add +4.1% | 26,179 | $619K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +2.9% | 25,065 | $592K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 24,834 | $586K |
| Ally Invest Advisors Inc. | 0.05% | Add +31.4% | 24,561 | $580K |
| Elequin Capital, LP | 0.08% | New | 22,839 | $539K |
| Sowell Financial Services LLC | 0.03% | Reduce -1.4% | 22,826 | $539K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.3% | 22,423 | $529K |
| Captrust Financial Advisors | 0.00% | Reduce -1.0% | 22,035 | $520K |
| First United Bank & Trust | 0.19% | Add +22.9% | 21,796 | $515K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -13.6% | 21,468 | $507K |
| Vectors Research Management, LLC | 0.17% | Add +17.8% | 21,004 | $496K |
| Courier Capital LLC | 0.03% | Add +17.8% | 21,004 | $496K |
| Janney Montgomery Scott LLC | 0.00% | Add +79.6% | 20,876 | $493K |
| Wiser Advisor Group LLC | 0.71% | Reduce -3.2% | 20,784 | $491K |
| Kolinsky Wealth Management, LLC | 0.30% | Add +21.0% | 20,665 | $488K |
| Mascoma Wealth Management LLC | 0.12% | Reduce -5.2% | 20,647 | $487K |
| Commerce Bank | 0.00% | No change | 20,570 | $486K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +26.4% | 19,971 | $472K |
| Crews Bank & Trust | 0.08% | — | 19,885 | $469K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +23.1% | 19,674 | $465K |
| Modern Wealth Management, LLC | 0.02% | New | 18,953 | $447K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.7% | 18,566 | $438K |
| MRP Capital Investments, LLC | 0.39% | No change | 18,236 | $431K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.7% | 17,836 | $421K |
| Procyon Advisors, LLC | 0.03% | Reduce -11.4% | 17,789 | $420K |
| Sepio Capital, LP | 0.03% | New | 17,647 | $417K |
| Advisory Resource Group | 0.09% | Add +0.3% | 17,582 | $415K |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.6% | 17,436 | $412K |
| Argonautica Private Wealth Management, Inc. | 0.13% | Reduce -18.0% | 17,211 | $406K |
| NewSquare Capital LLC | 0.03% | Reduce -3.6% | 17,199 | $406K |
| Westbourne Investments, Inc. | 0.23% | — | 17,115 | $394K |
| Thomasville National Bank | 0.03% | No change | 16,600 | $392K |
| BCGM Wealth Management, LLC | 0.12% | Reduce -3.0% | 16,327 | $385K |
| Engineers Gate Manager LP | 0.01% | New | 16,193 | $382K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -67.5% | 15,092 | $356K |
| MIdWestOne Financial Group, Inc. | 0.05% | New | 15,000 | $354K |
| Goldman Sachs Group Inc. | 0.00% | No change | 14,854 | $351K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +8.1% | 14,803 | $349K |
| HRT Financial LP | 0.00% | Reduce -44.6% | 14,617 | $345K |
| NewEdge Wealth, LLC | 0.01% | No change | 14,279 | $337K |
| Prospera Financial Services Inc | 0.01% | Reduce -23.1% | 14,213 | $336K |
| AE Wealth Management LLC | 0.00% | Add +7.3% | 13,783 | $325K |
| Synovus Financial Corp. | 0.00% | New | 13,207 | $312K |
| Tempus Wealth Planning, LLC | 0.09% | Reduce -0.6% | 13,100 | $309K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -90.4% | 12,946 | $306K |
| Passumpsic Savings Bank | 0.19% | Add +11.2% | 12,865 | $304K |
| Two Sigma Securities, LLC | 0.05% | New | 12,694 | $300K |
| Silver Oak Securities, Incorporated | 0.03% | Add +40.0% | 12,544 | $297K |
| CAP Partners, LLC | 0.21% | Add +0.6% | 12,539 | $296K |
| Veltria Advisors Corp. | 0.12% | Reduce -3.6% | 12,481 | $295K |
| James J. Burns & Company, LLC | 0.05% | Add +0.8% | 12,430 | $293K |
| Rede Wealth, LLC | 0.11% | Reduce -13.9% | 12,082 | $285K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +22.9% | 12,017 | $284K |
| Atlas Legacy Advisors, LLC | 0.07% | — | 11,795 | $278K |
| Addison Advisors LLC | 0.08% | No change | 11,605 | $274K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.8% | 11,099 | $262K |
| Cary Street Partners Financial LLC | 0.01% | — | 11,077 | $262K |
| Goodwin Investment Advisory | 0.14% | Reduce -1.9% | 11,055 | $261K |
| Financial Counselors Inc. | 0.00% | New | 10,721 | $253K |
| Harbour Investments, Inc. | 0.01% | No change | 10,687 | $252K |
| Meridian Wealth Management, LLC | 0.01% | No change | 10,550 | $249K |
| American Institute for Advanced Investment Management, LLP | 0.19% | Add +10.5% | 10,545 | $249K |
| St Germain D J Co. Inc. | 0.01% | New | 10,488 | $248K |
| Liberty Square Wealth Partners LLC | 0.09% | — | 10,437 | $246K |
| FMR LLC | 0.00% | Add +51.9% | 10,432 | $246K |
| Corient Private Wealth LP | 0.00% | Reduce -53.0% | 10,279 | $243K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 10,194 | $241K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 10,194 | $241K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 9,990 | $236K |
| Millennium Management | 0.00% | New | 9,929 | $234K |
| Kwmg, LLC | 0.02% | New | 9,911 | $234K |
| Parkside Financial Bank & Trust | 0.03% | Add +100.0% | 9,898 | $234K |
| Creative Planning | 0.00% | Reduce -44.9% | 9,879 | $233K |
| Werba Rubin Papier Wealth Management | 0.05% | Reduce -24.1% | 9,770 | $231K |
| Alaska Wealth Advisors, LLC | 0.04% | No change | 9,574 | $226K |
| Harmony Asset Management LLC | 0.09% | New | 9,300 | $220K |
| PAX Financial Group, LLC | 0.04% | New | 9,294 | $219K |
| Altus Wealth Group LLC | 0.10% | No change | 9,250 | $218K |
| Oppenheimer & Co. Inc. | 0.00% | New | 9,196 | $217K |
| Towerpoint Wealth, LLC | 0.11% | New | 9,192 | $217K |
| Interactive Financial Advisors, Inc. | 0.11% | Add +7.0% | 9,176 | $217K |
| Vontobel Holding Ltd. | 0.00% | New | 8,974 | $212K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +172.5% | 8,904 | $210K |
| PGIM Custom Harvest LLC | 0.00% | New | 8,741 | $206K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -10.9% | 8,547 | $202K |
| Aptus Capital Advisors, LLC | 0.00% | Add +24.2% | 7,651 | $181K |
| Transce3nd, LLC | 0.06% | — | 7,493 | $177K |
| Pineridge Advisors LLC | 0.07% | Reduce -2.2% | 7,435 | $176K |
| Ancora Advisors LLC | 0.00% | No change | 7,382 | $174K |
| Richardson Financial Services Inc. | 0.11% | Reduce -20.5% | 6,884 | $163K |
| TruNorth Capital Management, LLC | 0.04% | Add +8.3% | 6,500 | $153K |
| Avior Wealth Management, LLC | 0.01% | Add +63.2% | 5,912 | $137K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.6% | 4,301 | $102K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 3,344 | $79K |
| Realta Investment Advisors | 0.03% | New | 2,889 | $68K |
| Global Retirement Partners, LLC | 0.00% | Reduce -20.4% | 2,856 | $67K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -34.9% | 2,373 | $56K |
| Independence Bank of Kentucky | 0.01% | Reduce -59.3% | 2,363 | $56K |
| Golden State Wealth Management, LLC | 0.01% | — | 2,206 | $52K |
| GAMMA Investing LLC | 0.00% | Reduce -37.5% | 1,802 | $43K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -73.0% | 1,771 | $42K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,676 | $39K |
| Winthrop Capital Management, LLC | 0.01% | No change | 1,626 | $38K |
| LGT Financial Advisors LLC | 0.08% | Add +0.8% | 1,536 | $36K |
| IFP Advisors, Inc | 0.00% | Add +15.4% | 1,500 | $35K |
| Private Trust Co. NA | 0.00% | Reduce -6.0% | 1,339 | $32K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,115 | $26K |
| PSI Advisors, LLC | 0.01% | Add +0.8% | 1,057 | $25K |
| First PREMIER Bank | 0.01% | No change | 1,000 | $24K |
| Franklin Resources Inc. | 0.00% | No change | 1,000 | $24K |
| Cwm, LLC | 0.00% | No change | 853 | $20K |
| Founders Financial Alliance, LLC | 0.00% | Add +0.8% | 660 | $16K |
| AdvisorNet Financial, Inc | 0.00% | No change | 616 | $15K |
| Bogart Wealth, LLC | 0.00% | New | 549 | $13K |
| Evermay Wealth Management LLC | 0.00% | New | 454 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 374 | $9K |
| Blue Trust, Inc. | 0.00% | New | 338 | $8K |
| Versant Capital Management, Inc | 0.00% | No change | 258 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 229 | $5K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 102 | $2K |
| Capital Analysts, LLC | 0.00% | Reduce -72.2% | 68 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 23 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 37 | $874 |
| BNP Paribas Financial Markets | 0.00% | Add +37.5% | 11 | $260 |
| CoreCap Advisors, LLC | 0.00% | No change | 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.