Who Owns PZA?
Invesco National AMT-Free Municipal Bond ETF — Institutional Ownership & 13F Holdings
$23.30
-0.04 (-0.17%)
Market Cap
$3.8B
Shares Outstanding
165,080,426
Institutional Holders
211
Total Inst. Value
$1.9B
% of Float Held
—
QoQ Holder Change
+71
Institutional data as of Q1 2025
New Positions
48
Closed Positions
39
Increased
70
Decreased
68
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.1B | 47,819,738 |
| 2 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $85.2M | 3,700,049 |
| 3 | UBS Group AG | $67.8M | 2,944,244 |
| 4 | WELLS FARGO & COMPANY/MN | $48.9M | 2,124,542 |
| 5 | MORGAN STANLEY | $45.6M | 1,979,764 |
| 6 | Bank of New York Mellon Corp | $38.0M | 1,651,422 |
| 7 | JANE STREET GROUP, LLC | $29.4M | 1,275,986 |
| 8 | AMERIPRISE FINANCIAL INC | $26.9M | 1,167,582 |
| 9 | Parcion Private Wealth LLC | $22.7M | 985,215 |
| 10 | JPMORGAN CHASE & CO | $22.4M | 973,391 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | +998K | $85.2M |
| UBS Group AG | +53K | $67.8M |
| WELLS FARGO & COMPANY/MN | +43K | $48.9M |
| Bank of New York Mellon Corp | +114K | $38.0M |
| JANE STREET GROUP, LLC | +902K | $29.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -1.9M | $1.1B |
| ENVESTNET ASSET MANAGEMENT INC | -930K | $37K |
| CITADEL ADVISORS LLC | -507K | $1K |
| AMERIPRISE FINANCIAL INC | -404K | $26.9M |
| 1900 WEALTH MANAGEMENT LLC | -330K | $6.7M |
Famous Fund Managers
Related Stocks
Frequently Asked Questions
How many institutional investors hold PZA?
As of Q1 2025, 211 institutional investors report holding PZA (Invesco National AMT-Free Municipal Bond ETF) in their 13F filings.
Which hedge fund owns the most PZA?
The largest institutional holder of PZA is BANK OF AMERICA CORP /DE/ with $1.1B in shares.
Are institutions buying or selling PZA?
This quarter, 48 institutions opened new positions in PZA and 39 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.