Invesco National Amt-Free MuPZAETF
13F holders, Q3 2025 (September 30)250holders +27
51new positions
24sold out
2famous investors
$23.09avg. 13F price*
At the end of Q3 2025, 250 institutions reported holding Invesco National Amt-Free Mu (PZA) in their 13F filings, up 27 from Q2 2025. 51 opened new positions and 24 sold out. The largest holders were Bank of America Corp. ($1.2B), Wellington Management Group LLP ($117.2M) and Cliftonlarsonallen Wealth Advisors, LLC ($95.8M). 2 famous investors held it, including 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $238.4M |
| Exits | 24 | $20.5M |
All 13F filers, Q2 2025 → Q3 2025: 22,403,773 shares bought and 4,492,421 shares sold, net +17,911,352 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 250 holders
| Bank of America Corp. | 0.09% | Add +13.9% | 52,945,741 | $1.2B |
| Wellington Management Group LLP | 0.02% | New | 5,075,800 | $117.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.51% | Add +6.5% | 4,148,197 | $95.8M |
| Richard Bernstein Advisors LLC | 2.03% | New | 3,071,002 | $71.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +42.8% | 2,763,992 | $63.8M |
| LPL Financial LLC | 0.02% | Add +9.2% | 2,640,438 | $61.0M |
| Bank of New York Mellon Corp | 0.01% | Add +26.7% | 2,270,025 | $52.4M |
| Morgan Stanley | 0.00% | Add +17.7% | 2,244,677 | $51.8M |
| UBS Group AG | 0.01% | Add +46.9% | 1,897,446 | $43.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +10.2% | 1,572,593 | $36.3M |
| Wells Fargo & Company | 0.01% | Reduce -24.4% | 1,340,994 | $31.0M |
| Composition Wealth, LLC | 0.44% | Add +44.6% | 1,265,249 | $29.2M |
| Stifel Financial Corp. | 0.02% | Add +10.5% | 880,505 | $20.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.9% | 870,110 | $20.1M |
| Cetera Investment Advisers | 0.02% | Add +36.5% | 720,058 | $16.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.54% | Add +35.5% | 677,032 | $15.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.1% | 608,977 | $14.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -3.3% | 577,844 | $13.0M |
| Stratos Wealth Partners, LTD. | 0.15% | Reduce -28.6% | 528,935 | $12.2M |
| Jane Street Group, LLC | 0.01% | Reduce -49.2% | 516,116 | $11.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.0% | 501,945 | $11.6M |
| Avidian Wealth Enterprises, LLC | 0.42% | Add +1139.9% | 486,716 | $11.2M |
| Allworth Financial LP | 0.05% | Add +3.4% | 454,762 | $10.5M |
| Sanctuary Advisors, LLC | 0.06% | Add +234.3% | 442,650 | $10.2M |
| Sofi Wealth, LLC | 0.55% | New | 438,287 | $10.1M |
| Renaissance Technologies | 0.01% | Add +13.4% | 431,230 | $10.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +56.4% | 411,581 | $9.5M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -5.1% | 400,616 | $9.3M |
| Elequin Capital, LP | 0.79% | New | 400,000 | $9.2M |
| Assetmark, Inc. | 0.02% | Add +4.5% | 357,182 | $8.2M |
| IHT Wealth Management, LLC | 0.20% | Add +6.8% | 335,939 | $7.8M |
| Stewardship Advisors, LLC | 1.80% | Add +1.1% | 329,387 | $7.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 326,073 | $7.5M |
| US Bancorp \de | 0.01% | Reduce -5.4% | 308,059 | $7.1M |
| Trustmark Bank Trust Department | 0.40% | Reduce -4.1% | 267,822 | $6.2M |
| Comerica Bank | 0.02% | Reduce -12.5% | 265,583 | $6.1M |
| Tortoise Investment Management, LLC | 0.54% | Reduce -6.3% | 264,482 | $6.1M |
| Simon Quick Advisors, LLC | 0.27% | Reduce -10.4% | 262,908 | $6.1M |
| Royal Bank of Canada | 0.00% | Reduce -3.4% | 257,125 | $5.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.0% | 246,115 | $5.7M |
| Anderson Hoagland & Co. | 0.51% | Reduce -5.7% | 244,531 | $5.6M |
| MML Investors Services, LLC | 0.01% | Reduce -37.2% | 243,044 | $5.6M |
| Traphagen Investment Advisors LLC | 0.45% | Add +10.5% | 225,925 | $5.2M |
| Confluence Investment Management LLC | 0.07% | Reduce -30.3% | 221,206 | $5.1M |
| 1900 Wealth Management LLC | 0.29% | Add +422.7% | 186,416 | $4.3M |
| Shepherd Financial Partners LLC | 0.41% | New | 185,664 | $4.3M |
| Moneta Group Investment Advisors LLC | 0.03% | New | 180,801 | $4.2M |
| Integrated Wealth Concepts LLC | 0.04% | Add +44.1% | 176,908 | $4.1M |
| Petix & Botte Co | 0.93% | Add +8.4% | 174,878 | $4.0M |
| McAdam, LLC | 0.20% | Reduce -18.5% | 172,883 | $4.0M |
| Goodman Advisory Group, LLC | 0.98% | New | 170,813 | $3.9M |
| Ashton Thomas Securities, LLC | 0.54% | Add +188.6% | 166,971 | $3.9M |
| TD Private Client Wealth LLC | 0.08% | Add +69.6% | 162,150 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Add +13.2% | 161,471 | $3.7M |
| Truist Financial Corp. | 0.00% | Reduce -66.3% | 152,200 | $3.5M |
| Park Avenue Securities LLC | 0.03% | Add +68.3% | 149,955 | $3.5M |
| Seeds Investor LLC | 0.67% | Reduce -50.1% | 138,099 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Add +23.5% | 121,000 | $2.8M |
| Clark Capital Management Group, Inc. | 0.02% | Add +37.0% | 119,326 | $2.8M |
| Rochester Wealth Strategies, LLC | 1.50% | Add +12.6% | 99,198 | $2.3M |
| SteelPeak Wealth, LLC | 0.08% | Reduce -20.8% | 97,444 | $2.2M |
| Leeward Financial Partners, LLC | 0.61% | Add +33.1% | 93,496 | $2.2M |
| First Foundation Advisors | 0.08% | Reduce -23.2% | 92,901 | $2.1M |
| Collaborative Wealth Managment Inc. | 0.86% | Add +14.9% | 91,865 | $2.1M |
| Principal Securities, Inc. | 0.03% | Add +28.6% | 88,154 | $2.0M |
| First Heartland Consultants, Inc. | 0.16% | Reduce -12.9% | 86,756 | $2.0M |
| Northeast Financial Group, Inc. | 0.48% | Add +7.5% | 83,480 | $1.9M |
| Advisory Services Network, LLC | 0.03% | Reduce -7.9% | 82,323 | $1.9M |
| AE Wealth Management LLC | 0.01% | Add +252.5% | 72,448 | $1.7M |
| West Wealth Group, LLC | 0.36% | New | 69,368 | $1.6M |
| Ssa Swiss Advisors AG | 0.75% | Add +1.5% | 69,581 | $1.6M |
| Vise Technologies, Inc. | 0.06% | Add +329.3% | 69,536 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +13.4% | 67,831 | $1.6M |
| Econ Financial Services Corp | 0.74% | Reduce -17.0% | 63,861 | $1.5M |
| Waverly Advisors, LLC | 0.01% | Reduce -7.9% | 59,788 | $1.4M |
| Flynn Zito Capital Management, LLC | 0.51% | Add +17.9% | 59,584 | $1.4M |
| Elevation Point Wealth Partners, LLC | 0.09% | New | 58,264 | $1.3M |
| Spire Wealth Management | 0.05% | Reduce -29.8% | 57,761 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.33% | Add +41.1% | 56,771 | $1.3M |
| Prelude Capital Management, LLC | 0.10% | New | 56,750 | $1.3M |
| Annex Advisory Services, LLC | 0.03% | Reduce -87.3% | 52,913 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +67.6% | 51,570 | $1.2M |
| Fiduciary Trust Co | 0.01% | No change | 50,000 | $1.2M |
| Choreo, LLC | 0.01% | Add +9.0% | 49,471 | $1.1M |
| Keybank National Association | 0.00% | Reduce -46.5% | 47,318 | $1.1M |
| Calton & Associates, Inc. | 0.16% | Reduce -1.1% | 46,795 | $1.1M |
| Synergy Investment Management, LLC | 0.40% | New | 45,585 | $1.1M |
| Creative Planning | 0.00% | Reduce -41.5% | 45,337 | $1.0M |
| FOCUS Wealth Advisors, LLC | 0.50% | Add +7.3% | 45,316 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +0.6% | 45,269 | $1.0M |
| MIdWestOne Financial Group, Inc. | 0.13% | Add +20.7% | 45,260 | $1.0M |
| Per Stirling Capital Management, LLC. | 0.12% | Add +16.3% | 44,640 | $1.0M |
| ProVise Management Group, LLC | 0.07% | Add +6.5% | 43,524 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Reduce -1.1% | 43,125 | $996K |
| Perennial Investment Advisors, LLC | 0.08% | New | 41,695 | $963K |
| World Investment Advisors | 0.02% | Add +15.8% | 37,633 | $869K |
| Quadrant Private Wealth Management, LLC | 0.16% | New | 36,917 | $852K |
| Running Point Capital Advisors, LLC | 0.22% | Add +2.4% | 35,976 | $831K |
| UMB Bank, n.a. | 0.01% | Reduce -2.5% | 34,638 | $800K |
| Kestra Advisory Services, LLC | 0.00% | Add +34.3% | 34,589 | $799K |
"% 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.