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Invesco Zacks Mid-Cap ETF

54 hedge funds and large institutions have $79.3M invested in Invesco Zacks Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 3 closing their positions.

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
16
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.3M 134,294 -42,279 -24%
LPL Financial
2
LPL Financial
California
$12.9M 120,731 -9,722 -7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.66M 81,222 -1,508 -2%
Wells Fargo
4
Wells Fargo
California
$4.04M 37,894 +11,754 +45%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.15M 29,484 -2,539 -8%
UBS Group
6
UBS Group
Switzerland
$2.91M 27,234 +1,589 +6%
RA
7
Rodgers & Associates
Pennsylvania
$2.73M 25,626 -730 -3%
Goldman Sachs
8
Goldman Sachs
New York
$2.7M 25,308 +3,437 +16%
PSF
9
Pacific Sun Financial
California
$2.14M 20,032 -470 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$2.1M 19,649 +6,045 +44%
Ameriprise
11
Ameriprise
Minnesota
$1.85M 17,372 -84 -0.5%
WDL
12
Well Done LLC
Michigan
$1.66M 15,535 -250 -2%
Truist Financial
13
Truist Financial
North Carolina
$1.54M 14,446 +2,634 +22%
DIP
14
Davis Investment Partners
North Carolina
$1.3M 12,075 -800 -6%
EWA
15
EP Wealth Advisors
California
$1.3M 12,203 -7,815 -39%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.05M 9,804 -320 -3%
MML Investors Services
17
MML Investors Services
Massachusetts
$965K 9,046 -25 -0.3%
Osaic Holdings
18
Osaic Holdings
Arizona
$894K 8,598 +2,446 +40%
EH
19
Equitable Holdings
New York
$868K 8,134 -137 -2%
SC
20
Savant Capital
Illinois
$809K 7,584
JWCA
21
J.W. Cole Advisors
Florida
$756K 7,088 -562 -7%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$751K 7,042 -425 -6%
WH
23
Willner & Heller
California
$742K 6,954 -290 -4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$718K 6,735 -290 -4%
Citadel Advisors
25
Citadel Advisors
Florida
$710K 6,660 -849 -11%