Who owns Invesco National AMT-Free Municipal Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PZA from SEC Form 13F filings across 326 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 326 institutions disclosed 161.5M shares of Invesco National AMT-Free Municipal Bond ETF worth $3.80B — about 86.1% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
326
13F holders
$3.80B
value, 2026 filers
86.1%
of shares outstanding (161.5M sh)
53
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PZA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 58.5M | $1.37B | 0.1% | 31.2% | +6.0% |
| 2 | UBS Group AG | 24.5M | $575.4M | 0.1% | 13% | +13.6% |
| 3 | AMERIPRISE FINANCIAL INC | 7.3M | $172.8M | 0.0% | 3.9% | +1.3% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 5.3M | $124.7M | 0.0% | 2.8% | +9.4% |
| 5 | Jupiter Topco LLCNEW | 4.5M | $105.1M | 0.0% | 2.4% | new |
| 6 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 4.3M | $100.8M | 1.3% | 2.3% | -1.8% |
| 7 | LPL Financial LLC | 4.0M | $95.2M | 0.0% | 2.2% | +27.3% |
| 8 | Bank of New York Mellon Corp | 3.3M | $76.5M | 0.0% | 1.7% | +18.7% |
| 9 | JPMORGAN CHASE & CO | 2.8M | $64.8M | 0.0% | 1.5% | +7.9% |
| 10 | EP Wealth Advisors, LLC | 2.3M | $55.2M | 0.2% | 1.3% | +29.9% |
| 11 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.2M | $52.5M | 0.0% | 1.2% | -45.9% |
| 12 | SOFI WEALTH, LLC | 2.2M | $50.8M | 2.0% | 1.2% | +8.9% |
| 13 | MORGAN STANLEY | 2.1M | $50.2M | 0.0% | 1.1% | 0.0% |
| 14 | WELLS FARGO & COMPANY/MN | 1.9M | $45.8M | 0.0% | 1% | +24.1% |
| 15 | Arax Advisory Partners | 1.8M | $42.7M | 0.3% | 1% | +132106.0% |
| 16 | Vestmark Advisory Solutions, Inc. | 1.8M | $41.4M | 0.4% | 0.9% | +575.3% |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.6M | $37.4M | 0.0% | 0.8% | -9.6% |
| 18 | Cetera Investment Advisers | 1.3M | $29.7M | 0.0% | 0.7% | +7.3% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 1.1M | $26.0M | 0.0% | 0.6% | +8.1% |
| 20 | STIFEL FINANCIAL CORP | 1.0M | $24.2M | 0.0% | 0.5% | -0.6% |
| 21 | Sanctuary Advisors, LLC | 992,255 | $23.3M | 0.1% | 0.5% | +35.4% |
| 22 | RAYMOND JAMES FINANCIAL INC | 910,834 | $21.4M | 0.0% | 0.5% | +36.0% |
| 23 | Gerber Kawasaki Wealth & Investment Management | 808,140 | $19.0M | 0.5% | 0.4% | +10.0% |
| 24 | Composition Wealth, LLC | 785,536 | $18.5M | 0.2% | 0.4% | +13.7% |
| 25 | NewEdge Advisors, LLC | 724,358 | $17.0M | 0.1% | 0.4% | +39.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.