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Invesco Zacks Mid-Cap ETF

63 hedge funds and large institutions have $79.2M invested in Invesco Zacks Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 6163 (+2)

21.77% less ownership

Funds ownership: 66.14%44.36% (-22%)

34% less capital invested

Capital invested by funds: $120M → $79.2M (-$41.1M)

79% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 34

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
7
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.1M +$782K +6,865 +5%
LPL Financial
2
LPL Financial
California
$11.7M -$253K -2,220 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.63M -$577K -5,065 -7%
IMC Chicago
4
IMC Chicago
Illinois
$3.89M +$836K +7,339 +26%
Wells Fargo
5
Wells Fargo
California
$3.88M -$115K -1,011 -3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.09M -$84.9K -746 -3%
Raymond James Financial
7
Raymond James Financial
Florida
$2.6M -$79.2K -696 -3%
RA
8
Rodgers & Associates
Pennsylvania
$2.44M -$233K -2,049 -8%
PSF
9
Pacific Sun Financial
California
$2.15M -$6.83K -60 -0.3%
Goldman Sachs
10
Goldman Sachs
New York
$2.06M +$598K +5,255 +39%
Truist Financial
11
Truist Financial
North Carolina
$2.04M +$154K +1,352 +8%
WDL
12
Well Done LLC
Michigan
$1.71M -$1.02K -9 -0.1%
EAM
13
Empirical Asset Management
Massachusetts
$1.68M -$76.5K -672 -4%
Ameriprise
14
Ameriprise
Minnesota
$1.59M -$145K -1,272 -8%
DIP
15
Davis Investment Partners
North Carolina
$1.26M -$11.4K -100 -0.9%
EWA
16
EP Wealth Advisors
California
$1.22M -$40.3K -354 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.06M +$68.2K +599 +7%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$887K +$76.4K +671 +9%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$862K +$332K +2,919 +57%
QCM
20
Quantinno Capital Management
New York
$861K
MML Investors Services
21
MML Investors Services
Massachusetts
$767K -$178K -1,562 -18%
SC
22
Savant Capital
Illinois
$748K -$41.7K -366 -5%
Bank of America
23
Bank of America
North Carolina
$681K -$15.9K -140 -2%
WH
24
Willner & Heller
California
$644K -$30.1K -264 -4%
Citadel Advisors
25
Citadel Advisors
Florida
$642K -$289K -2,539 -30%

CZA Hedge Fund Activity: Q1 2026 in Review

63 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q1 2026, worth a combined $79.2M — down 34% from $120M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CZA positions and 7 closed out — a net gain of 3 holders — while 7 added to existing stakes and 34 trimmed.

The largest buyer was IMC Chicago, adding an estimated $836K. The largest seller was Toronto Dominion Bank, exiting entirely with an estimated $39.9M sold.

  • 63 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q1 2026, up from 61 in Q4 2025.
  • Funds reported $79.2M of Invesco Zacks Mid-Cap ETF stock for Q1 2026, down 34% quarter-over-quarter.
  • 10 funds opened new Invesco Zacks Mid-Cap ETF positions in Q1 2026 and 7 closed out, a net change of +3 holders.
  • The largest Invesco Zacks Mid-Cap ETF buyer in Q1 2026 was IMC Chicago, an estimated $836K added.
  • The largest Invesco Zacks Mid-Cap ETF seller in Q1 2026 was Toronto Dominion Bank, an estimated $39.9M sold.

Based on aggregated 13F filings for Q1 2026.