INVESCO NATIONAL AMT-FREE MU (PZA) Institutional Ownership Changes & 13F Activity

INVESCO NATIONAL AMT-FREE MU (PZA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Bank Of America Corp, Vestmark Advisory Solutions, Inc., Envestnet Asset Management Inc, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+455,430+9.4%5,299,957$124.65MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+13,450+36.7%50,108$1.18MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+121,104+46.4%381,848$8.98MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+286,066+388.4%359,713$8.46MQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+8,990—8,990$211.45KQ2 2026Aug 19, 2026
United Capital Financial Advisors, LlcBuy+44,280—44,280$1.04MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+13,548—13,548$318.65KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+7,347,183—7,347,183$172.78MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+3,297,186+6.0%58,451,257$1.37BQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+1,498,872+575.3%1,759,425$41.38MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+378,913+24.1%1,948,074$45.82MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-323,460-50.3%319,367$7.51MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+241,262+36.0%910,834$21.42MQ2 2026Aug 14, 2026
Perennial Investment Advisors, LlcBuy+225,367+148.2%377,487$8.88MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+139,942+34.1%550,259$12.94MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+139,343+25.8%679,603$15.98MQ2 2026Aug 14, 2026
Strategies Wealth Advisors, LlcBuy+96,153+900.6%106,829$2.51MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+80,456+21.5%455,386$10.71MQ2 2026Aug 14, 2026
Synergy Investment Management, LlcBuy+71,744+49.7%216,174$5.08MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+30,581+7.2%457,954$10.77MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+23,338—23,338$548.91KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-18,467-63.1%10,777$253.47KQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+18,088—18,088$425.43KQ2 2026Aug 14, 2026
Moneta Group Investment Advisors LlcSell-15,268-7.8%180,536$4.25MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+12,214—12,214$287.00KQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Buy+11,993+15.2%90,879$2.14MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+11,755—11,755$276.48KQ2 2026Aug 14, 2026
&PartnersBuy+10,254+51.0%30,353$713.90KQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+9,730—9,730$228.85KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+9,079—9,079$213.54KQ2 2026Aug 14, 2026
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Frequently asked questions about PZA activity

  • Which institutional owners are buying PZA?

    Institutional owners buying PZA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PZA activity?

    "Buy" means an investor increased their reported position in PZA compared to the prior reporting period. This reflects growing exposure to INVESCO NATIONAL AMT-FREE MU (PZA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PZA increasing?

    Institutional interest in PZA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.