Who Owns Invesco National AMT-Free Municipal Bond ETFo
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Invesco National AMT-Free Municipal Bond ETFo.
Who crossed 5% of PZA →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Avidian Wealth Enterprises, LLCNATL AMT MUNI644.9K shadded | $13.8M |
| First Heartland Consultants, Inc.NATL AMT MUNI68.2K shtrimmed | $1.5M |
| Venture Visionary Partners LLCNATL AMT MUNI45.7K shtrimmed | $977.3K |
| Apeiron RIA LLCNATL AMT MUNI27.8K shheld | $595.6K |
| Balefire, LLCNATL AMT MUNI23.9K shadded | $511K |
| TITLEIST ASSET MANAGEMENT, LLCNATL AMT MUNI18.7K shadded | $399K |
| KFA Private Wealth Group, LLCNATL AMT MUNI14.9K shtrimmed | $319.1K |
| Farther Finance Advisors, LLCETF11.3K shadded | $242.7K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund3.7K shtrimmed | $80K |
| CoreCap Advisors, LLCETF596 shadded | $12.8K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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