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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

62 hedge funds and large institutions have $81.2M invested in Invesco Zacks Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 25 reducing their positions, and 2 closing their positions.

Holders
62
Holders Change
+5
Holders Change %
+8.77%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
11
Reduced
25
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.33M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.98M
3
CCFM
3
Clear Creek Financial Management
Washington
$559K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.77M
5
Creative Planning
5
Creative Planning
Kansas
$313K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$7.67M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.14M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.92M
4
HWMA
4
Heritage Wealth Management (Arizona)
Arizona
$1.13M
5
RJA
5
Raymond James & Associates
Florida
$1.69M
Name Market Value Shares Shares
Change 		Shares
Change %
CCFM
26
Clear Creek Financial Management
Washington
$559K 6,221 +6,221 New
EH
27
Equitable Holdings
New York
$453K 5,037 -40 -0.8%
CWM
28
Cornerstone Wealth Management
Missouri
$413K 4,588 – –
PAG
29
Private Advisor Group
New Jersey
$404K 4,496 +201 +5%
Stifel Financial
30
Stifel Financial
Missouri
$350K 3,887 – –
Creative Planning
31
Creative Planning
Kansas
$313K 3,485 +3,485 New
FFN
32
Focus Financial Network
Minnesota
$306K 3,403 +112 +3%
Goldman Sachs
33
Goldman Sachs
New York
$301K 3,350 – –
UBS Group
34
UBS Group
Switzerland
$295K 3,280 -39 -1%
SPIA
35
Steward Partners Investment Advisory
New York
$283K 3,143 – –
FHC
36
First Heartland Consultants
Missouri
$277K 3,076 -1,285 -29%
CAN
37
Cetera Advisor Networks
California
$267K 2,967 +2,967 New
SCM
38
Southport Capital Management
Tennessee
$255K 2,837 -156 -5%
APA
39
American Portfolios Advisors
New York
$219K 2,435 -100 -4%
AIC
40
Ameritas Investment Company
Nebraska
$215K 2,389 +143 +6%
TFGT
41
TS Financial Group (TSFG)
Illinois
$214K 2,379 – –
MFA
42
McClarren Financial Advisors
Pennsylvania
$82K 912 – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$78K 869 – –
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$78K 869 – –
FI
45
FormulaFolio Investments
Michigan
$72K 800 – –
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$71K 789 – –
ASN
47
Advisory Services Network
Georgia
$64K 715 +715 New
RG
48
Retirement Group
California
$63K 704 – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$60K 666 +614 +1,181%
HI
50
Harbour Investments
Wisconsin
$45K 495 +226 +84%
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