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 |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +17.6% | 29,199 | $673K |
| Crews Bank & Trust | 0.11% | Add +37.6% | 27,360 | $630K |
| Advisory Alpha, LLC | 0.02% | Reduce -15.9% | 27,344 | $630K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.8% | 26,979 | $622K |
| Ally Invest Advisors Inc. | 0.05% | Add +5.9% | 26,013 | $599K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +2.8% | 25,774 | $594K |
| Sowell Financial Services LLC | 0.03% | Add +5.3% | 24,031 | $554K |
| First United Bank & Trust | 0.20% | Add +6.2% | 23,146 | $533K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +53.0% | 23,085 | $532K |
| &partners | 0.01% | Reduce -11.7% | 23,127 | $531K |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 22,045 | $508K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -24.5% | 21,846 | $503K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 21,760 | $501K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.2% | 21,505 | $495K |
| Vectors Research Management, LLC | 0.17% | Add +0.0% | 21,013 | $484K |
| Courier Capital LLC | 0.03% | Add +0.0% | 21,013 | $484K |
| Advisory Resource Group | 0.10% | Add +18.8% | 20,882 | $481K |
| IFG Advisory, LLC | 0.03% | Reduce -27.9% | 20,711 | $477K |
| Mascoma Wealth Management LLC | 0.12% | Add +0.1% | 20,667 | $476K |
| Commerce Bank | 0.00% | No change | 20,570 | $474K |
| Colonial River Investments, LLC | 0.26% | New | 20,230 | $466K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.9% | 19,758 | $455K |
| Wiser Advisor Group LLC | 0.66% | Reduce -6.3% | 19,472 | $449K |
| MRP Capital Investments, LLC | 0.39% | No change | 18,236 | $420K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 17,836 | $411K |
| Procyon Advisors, LLC | 0.02% | Reduce -0.3% | 17,744 | $409K |
| Sepio Capital, LP | 0.03% | Add +0.1% | 17,669 | $407K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -14.2% | 16,874 | $389K |
| Westbourne Investments, Inc. | 0.23% | Reduce -2.5% | 16,682 | $384K |
| Thomasville National Bank | 0.03% | No change | 16,600 | $382K |
| AE Wealth Management LLC | 0.00% | Add +19.1% | 16,410 | $378K |
| Dohj, LLC | 0.08% | New | 15,746 | $363K |
| Hicks Capital Management LLC | 0.47% | — | 15,337 | $353K |
| Inspire Advisors, LLC | 0.04% | New | 15,276 | $352K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +36.2% | 15,119 | $348K |
| MIdWestOne Financial Group, Inc. | 0.05% | No change | 15,000 | $346K |
| Silver Oak Securities, Incorporated | 0.03% | Add +10.3% | 13,835 | $318K |
| Axxcess Wealth Management, LLC | 0.01% | New | 13,747 | $317K |
| Tempus Wealth Planning, LLC | 0.09% | No change | 13,100 | $302K |
| CAP Partners, LLC | 0.21% | Add +0.7% | 12,623 | $291K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +3.4% | 12,419 | $286K |
| Rede Wealth, LLC | 0.10% | No change | 12,082 | $278K |
| Veltria Advisors Corp. | 0.17% | Reduce -7.1% | 11,595 | $267K |
| Cary Street Partners Financial LLC | 0.01% | Add +2.7% | 11,374 | $262K |
| Addison Advisors LLC | 0.07% | Reduce -2.4% | 11,325 | $261K |
| PAX Financial Group, LLC | 0.04% | Add +14.8% | 10,673 | $246K |
| Meridian Wealth Management, LLC | 0.01% | No change | 10,550 | $243K |
| American Institute for Advanced Investment Management, LLP | 0.19% | No change | 10,545 | $243K |
| Sigma Planning Corp | 0.01% | New | 10,457 | $241K |
| Liberty Square Wealth Partners LLC | 0.09% | No change | 10,437 | $240K |
| James J. Burns & Company, LLC | 0.04% | Reduce -16.7% | 10,351 | $238K |
| Harmony Asset Management LLC | 0.10% | Add +10.8% | 10,300 | $237K |
| Prospera Financial Services Inc | 0.01% | Reduce -28.9% | 10,113 | $233K |
| Towerpoint Wealth, LLC | 0.12% | Add +9.8% | 10,094 | $233K |
| NewEdge Wealth, LLC | 0.00% | Reduce -29.5% | 10,069 | $232K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -22.6% | 10,019 | $231K |
| Werba Rubin Papier Wealth Management | 0.05% | No change | 9,770 | $225K |
| Alaska Wealth Advisors, LLC | 0.04% | Add +1.7% | 9,740 | $224K |
| Modern Wealth Management, LLC | 0.01% | Reduce -48.8% | 9,701 | $224K |
| Interactive Financial Advisors, Inc. | 0.12% | Add +3.1% | 9,457 | $218K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -54.3% | 9,121 | $210K |
| Pathway Financial Advisors LLC | 0.04% | New | 8,909 | $205K |
| Vontobel Holding Ltd. | 0.00% | Reduce -1.8% | 8,811 | $203K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.5% | 8,593 | $198K |
| FMR LLC | 0.00% | Reduce -28.4% | 7,469 | $172K |
| Richardson Financial Services Inc. | 0.13% | Add +7.9% | 7,427 | $171K |
| Pineridge Advisors LLC | 0.07% | Reduce -1.0% | 7,358 | $170K |
| Ancora Advisors LLC | 0.00% | Reduce -3.2% | 7,149 | $165K |
| Transce3nd, LLC | 0.07% | Reduce -8.7% | 6,843 | $158K |
| Harbour Investments, Inc. | 0.00% | Reduce -37.4% | 6,687 | $154K |
| Qube Research & Technologies Ltd | 0.00% | New | 6,325 | $146K |
| Farther Finance Advisors, LLC | 0.00% | Add +44.6% | 6,219 | $144K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -19.5% | 6,161 | $142K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -31.4% | 6,112 | $141K |
| Independence Bank of Kentucky | 0.02% | Add +134.4% | 5,540 | $128K |
| Elite Financial, Inc. | 0.07% | New | 5,400 | $124K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -50.0% | 4,949 | $114K |
| Greykasell Wealth Strategies, Inc. | 0.06% | New | 4,639 | $107K |
| Opal Wealth Advisors, LLC | 0.03% | New | 4,145 | $96K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +88.1% | 3,332 | $77K |
| NewSquare Capital LLC | 0.01% | Reduce -82.6% | 3,000 | $69K |
| Realta Investment Advisors | 0.03% | No change | 2,889 | $67K |
| AlphaCore Capital LLC | 0.01% | New | 2,851 | $66K |
| IMG Wealth Management, Inc. | 0.05% | New | 2,570 | $59K |
| Proathlete Wealth Management LLC | 0.02% | New | 2,387 | $55K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,373 | $55K |
| Private Trust Co. NA | 0.01% | Add +66.7% | 2,232 | $51K |
| BlackRock, Inc. | 0.00% | New | 2,153 | $50K |
| Flaharty Asset Management, LLC | 0.01% | New | 1,951 | $45K |
| Winthrop Capital Management, LLC | 0.01% | No change | 1,626 | $37K |
| GAMMA Investing LLC | 0.00% | Reduce -16.3% | 1,508 | $35K |
| N.E.W. Advisory Services LLC | 0.00% | New | 1,000 | $23K |
| Franklin Resources Inc. | 0.00% | No change | 1,000 | $23K |
| First PREMIER Bank | 0.01% | No change | 1,000 | $23K |
| Cwm, LLC | 0.00% | No change | 853 | $20K |
| Geneos Wealth Management Inc. | 0.00% | New | 837 | $19K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -63.6% | 803 | $19K |
| AdvisorNet Financial, Inc | 0.00% | No change | 616 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 549 | $13K |
| TruNorth Capital Management, LLC | 0.00% | Reduce -92.3% | 500 | $12K |
| IFP Advisors, Inc | 0.00% | Reduce -68.0% | 480 | $11K |
| Blue Trust, Inc. | 0.00% | Add +18.3% | 400 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 374 | $9K |
| Nova Wealth Management, Inc. | 0.01% | New | 273 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 258 | $6K |
| Rossby Financial, LCC | 0.00% | New | 160 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 102 | $2K |
| BNP Paribas Financial Markets | 0.00% | Add +709.1% | 89 | $2K |
| Capital Analysts, LLC | 0.00% | No change | 68 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 23 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -51.4% | 18 | $415 |
| Keystone Global Partners, LLC | 0.00% | — | 1 | $23 |
| 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.