Invesco National Amt-Free MuPZAETF
13F holders, Q1 2025 (March 31)213holders −16
23new positions
39sold out
2famous investors
$23.03avg. 13F price*
At the end of Q1 2025, 213 institutions reported holding Invesco National Amt-Free Mu (PZA) in their 13F filings, down 16 from Q4 2024. 23 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($1.1B), Cliftonlarsonallen Wealth Advisors, LLC ($85.2M) and UBS Group AG ($67.8M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $7.4M |
| Exits | 39 | $56.5M |
All 13F filers, Q4 2024 → Q1 2025: 5,217,355 shares bought and 7,950,010 shares sold, net −2,732,655 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 213 holders
| Bank of America Corp. | 0.10% | Reduce -3.8% | 47,819,738 | $1.1B |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.59% | Add +37.0% | 3,700,049 | $85.2M |
| UBS Group AG | 0.01% | Add +1.8% | 2,944,244 | $67.8M |
| LPL Financial LLC | 0.02% | Add +9.0% | 2,231,921 | $51.4M |
| Wells Fargo & Company | 0.01% | Add +2.0% | 2,124,542 | $48.9M |
| Morgan Stanley | 0.00% | Reduce -4.9% | 1,979,764 | $45.6M |
| Bank of New York Mellon Corp | 0.01% | Add +7.4% | 1,651,422 | $38.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -36.5% | 1,618,171 | $37.3M |
| EP Wealth Advisors, LLC | 0.27% | Add +3.1% | 1,452,311 | $33.5M |
| Jane Street Group, LLC | 0.05% | Add +241.0% | 1,275,986 | $29.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -25.7% | 1,167,582 | $26.9M |
| Parcion Private Wealth LLC | 1.85% | Add +13.8% | 985,215 | $22.7M |
| JPMorgan Chase & Co. | 0.00% | Add +88.7% | 973,391 | $22.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -7.2% | 906,842 | $20.9M |
| Composition Wealth, LLC | 0.38% | Add +9.6% | 827,357 | $19.1M |
| CX Institutional | 0.68% | Add +3.6% | 787,564 | $18.1M |
| Annex Advisory Services, LLC | 0.51% | Add +10.3% | 785,365 | $18.1M |
| Stifel Financial Corp. | 0.02% | Add +6.0% | 764,916 | $17.6M |
| Stratos Wealth Partners, LTD. | 0.25% | Add +22.8% | 693,342 | $16.0M |
| Goodman Advisory Group, LLC | 4.61% | Reduce -14.1% | 655,675 | $15.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -9.7% | 579,379 | $13.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -11.8% | 518,168 | $11.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +3380.4% | 516,983 | $11.9M |
| Comerica Bank | 0.05% | Reduce -6.0% | 470,189 | $10.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.48% | Add +21.6% | 463,054 | $10.7M |
| Truist Financial Corp. | 0.02% | Reduce -1.8% | 455,220 | $10.5M |
| Allworth Financial LP | 0.06% | Reduce -10.5% | 454,642 | $10.2M |
| Cetera Investment Advisers | 0.02% | Reduce -26.2% | 441,588 | $10.2M |
| MML Investors Services, LLC | 0.03% | Reduce -39.7% | 426,055 | $9.8M |
| Trustmark Bank Trust Department | 0.65% | Reduce -3.6% | 379,506 | $8.7M |
| US Bancorp \de | 0.01% | Reduce -2.7% | 366,797 | $8.5M |
| Anderson Hoagland & Co. | 0.99% | Add +2.3% | 377,866 | $8.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.4% | 362,695 | $8.4M |
| Seeds Investor LLC | 2.32% | Add +2.6% | 358,863 | $8.3M |
| Assetmark, Inc. | 0.02% | Add +8.4% | 339,330 | $7.8M |
| Confluence Investment Management LLC | 0.11% | Reduce -2.0% | 326,206 | $7.5M |
| Stewardship Advisors, LLC | 2.01% | Add +10.1% | 322,455 | $7.4M |
| Proquility Private Wealth Partners, LLC | 2.13% | Add +221.0% | 300,398 | $6.9M |
| Susquehanna International Group, LLP | 0.01% | Add +1592.7% | 295,145 | $6.8M |
| 1900 Wealth Management LLC | 0.56% | Reduce -53.0% | 292,239 | $6.7M |
| IHT Wealth Management, LLC | 0.20% | Reduce -1.4% | 277,163 | $6.4M |
| Royal Bank of Canada | 0.00% | Reduce -5.4% | 276,172 | $6.4M |
| Meeder Advisory Services, Inc. | 0.33% | Add +13.4% | 239,137 | $5.5M |
| Traphagen Investment Advisors LLC | 0.55% | Add +2.6% | 228,677 | $5.3M |
| Aveo Capital Partners, LLC | 0.77% | Reduce -3.3% | 204,888 | $4.7M |
| Ashton Thomas Securities, LLC | 1.25% | Add +3.2% | 194,567 | $4.5M |
| McAdam, LLC | 0.28% | Reduce -41.1% | 194,325 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.9% | 162,310 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -16.6% | 137,381 | $3.2M |
| Petix & Botte Co | 0.82% | Add +32.0% | 135,752 | $3.1M |
| Creative Planning | 0.00% | Add +1272.0% | 135,543 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +75.6% | 135,125 | $3.1M |
| First Foundation Advisors | 0.13% | Reduce -34.4% | 134,937 | $3.1M |
| Tortoise Investment Management, LLC | 0.32% | Add +1.9% | 133,215 | $3.1M |
| Renaissance Technologies | 0.00% | Reduce -1.1% | 115,900 | $2.7M |
| SteelPeak Wealth, LLC | 0.11% | Reduce -1.7% | 115,568 | $2.7M |
| First Heartland Consultants, Inc. | 0.26% | Reduce -6.4% | 107,656 | $2.5M |
| Keybank National Association | 0.01% | Reduce -0.8% | 105,162 | $2.4M |
| AssuredPartners Investment Advisors, LLC | 0.45% | Add +3.1% | 100,356 | $2.3M |
| Advisory Services Network, LLC | 0.04% | Reduce -5.0% | 98,529 | $2.3M |
| Principal Securities, Inc. | 0.05% | No change | 87,879 | $2.1M |
| Econ Financial Services Corp | 1.07% | Add +59.8% | 87,415 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.7% | 86,177 | $2.0M |
| Rochester Wealth Strategies, LLC | 1.56% | — | 85,466 | $2.0M |
| TD Private Client Wealth LLC | 0.05% | Add +1.1% | 79,802 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +25.5% | 79,294 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +13.0% | 76,121 | $1.7M |
| Fortis Capital Advisors, LLC | 0.35% | New | 74,963 | $1.7M |
| Belpointe Asset Management LLC | 0.09% | New | 74,963 | $1.7M |
| Spire Wealth Management | 0.05% | Add +3.2% | 72,904 | $1.7M |
| Collaborative Wealth Managment Inc. | 0.78% | Add +23.3% | 72,794 | $1.7M |
| Ssa Swiss Advisors AG | 0.82% | — | 69,581 | $1.6M |
| UMB Bank, n.a. | 0.03% | Reduce -20.0% | 68,199 | $1.6M |
| Waverly Advisors, LLC | 0.02% | Add +1.7% | 67,259 | $1.5M |
| Leeward Financial Partners, LLC | 0.56% | Add +4.6% | 64,541 | $1.5M |
| Northeast Financial Group, Inc. | 0.53% | Add +20.8% | 62,000 | $1.4M |
| Lebenthal Global Advisors, LLC | 0.24% | Reduce -40.1% | 55,106 | $1.3M |
| Francis Financial, Inc. | 0.30% | Add +51.7% | 53,718 | $1.2M |
| Fiduciary Trust Co | 0.02% | No change | 50,000 | $1.2M |
| Flynn Zito Capital Management, LLC | 0.52% | Reduce -10.7% | 48,824 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +9.4% | 48,711 | $1.1M |
| Main Street Financial Solutions, LLC | 0.10% | Add +32.7% | 48,293 | $1.1M |
| Per Stirling Capital Management, LLC. | 0.16% | Add +14.1% | 47,707 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -91.7% | 46,053 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +19.8% | 46,027 | $1.1M |
| Choreo, LLC | 0.02% | Add +5.7% | 44,207 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Reduce -1.8% | 42,782 | $986K |
| ProVise Management Group, LLC | 0.08% | Add +0.4% | 42,257 | $974K |
| FOCUS Wealth Advisors, LLC | 0.51% | Add +11.1% | 40,149 | $925K |
| Mariner, LLC | 0.00% | Reduce -7.5% | 37,648 | $867K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -46.6% | 37,214 | $857K |
| Mma Asset Management LLC | 0.36% | No change | 36,908 | $850K |
| PFW Advisors LLC | 0.26% | No change | 36,344 | $837K |
| Bernardo Wealth Planning LLC | 0.19% | Reduce -2.2% | 35,341 | $814K |
| Running Point Capital Advisors, LLC | 0.26% | Add +12.6% | 35,262 | $812K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -32.7% | 34,749 | $801K |
| Ackerman Capital Advisors, LLC | 0.21% | Reduce -20.6% | 34,719 | $800K |
| Revisor Wealth Management LLC | 0.31% | New | 30,292 | $698K |
| Tyche Wealth Partners LLC | 0.15% | Reduce -3.2% | 30,001 | $691K |
| Townsquare Capital LLC | 0.01% | Reduce -1.4% | 29,502 | $680K |
"% 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.