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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +455,430 | +9.4% | 5,299,957 | $124.65M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +13,450 | +36.7% | 50,108 | $1.18M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +121,104 | +46.4% | 381,848 | $8.98M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +286,066 | +388.4% | 359,713 | $8.46M | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +8,990 | — | 8,990 | $211.45K | Q2 2026 | Aug 19, 2026 |
| United Capital Financial Advisors, Llc | Buy | +44,280 | — | 44,280 | $1.04M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +13,548 | — | 13,548 | $318.65K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +7,347,183 | — | 7,347,183 | $172.78M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +3,297,186 | +6.0% | 58,451,257 | $1.37B | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +1,498,872 | +575.3% | 1,759,425 | $41.38M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +378,913 | +24.1% | 1,948,074 | $45.82M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -323,460 | -50.3% | 319,367 | $7.51M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +241,262 | +36.0% | 910,834 | $21.42M | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, Llc | Buy | +225,367 | +148.2% | 377,487 | $8.88M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +139,942 | +34.1% | 550,259 | $12.94M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +139,343 | +25.8% | 679,603 | $15.98M | Q2 2026 | Aug 14, 2026 |
| Strategies Wealth Advisors, Llc | Buy | +96,153 | +900.6% | 106,829 | $2.51M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +80,456 | +21.5% | 455,386 | $10.71M | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, Llc | Buy | +71,744 | +49.7% | 216,174 | $5.08M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +30,581 | +7.2% | 457,954 | $10.77M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +23,338 | — | 23,338 | $548.91K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -18,467 | -63.1% | 10,777 | $253.47K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +18,088 | — | 18,088 | $425.43K | Q2 2026 | Aug 14, 2026 |
| Moneta Group Investment Advisors Llc | Sell | -15,268 | -7.8% | 180,536 | $4.25M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +12,214 | — | 12,214 | $287.00K | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, Llc. | Buy | +11,993 | +15.2% | 90,879 | $2.14M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +11,755 | — | 11,755 | $276.48K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +10,254 | +51.0% | 30,353 | $713.90K | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +9,730 | — | 9,730 | $228.85K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +9,079 | — | 9,079 | $213.54K | Q2 2026 | Aug 14, 2026 |
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.