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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

60 hedge funds and large institutions have $144M invested in Invesco Zacks Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
14
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$62.9M
2
LPL Financial
2
LPL Financial
California
$14.4M
3
PSF
3
Pacific Sun Financial
California
$2.17M
4
IMC Chicago
4
IMC Chicago
Illinois
$2.63M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.73M

Top Sellers

1
CRI
1
Colonial River Investments
Virginia
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.88M
3
Citadel Advisors
3
Citadel Advisors
Florida
$848K
4
HWMA
4
Heritage Wealth Management (Arizona)
Arizona
$694K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.54M
Name Market Value Shares Shares
Change 		Shares
Change %
CCFM
26
Clear Creek Financial Management
Washington
$528K 5,875 -346 -6%
KAS
27
Kestra Advisory Services
Texas
$496K 5,519 -846 -13%
PAG
28
Private Advisor Group
New Jersey
$406K 4,519 +23 +0.5%
CWM
29
Cornerstone Wealth Management
Missouri
$397K 4,420 -168 -4%
T
30
TNF
Montana
$397K 4,268 +4,268 New
EH
31
Equitable Holdings
New York
$395K 4,391 -646 -13%
Stifel Financial
32
Stifel Financial
Missouri
$337K 3,747 -140 -4%
Creative Planning
33
Creative Planning
Kansas
$313K 3,485 – –
Goldman Sachs
34
Goldman Sachs
New York
$301K 3,350 – –
UBS Group
35
UBS Group
Switzerland
$295K 3,280 – –
FFN
36
Focus Financial Network
Minnesota
$294K 3,267 -136 -4%
CAN
37
Cetera Advisor Networks
California
$288K 3,202 +235 +8%
SPIA
38
Steward Partners Investment Advisory
New York
$282K 3,143 – –
FHC
39
First Heartland Consultants
Missouri
$276K 3,076 – –
SCM
40
Southport Capital Management
Tennessee
$255K 2,837 – –
APA
41
American Portfolios Advisors
New York
$219K 2,435 – –
TFGT
42
TS Financial Group (TSFG)
Illinois
$214K 2,379 – –
Fidelity Investments
43
Fidelity Investments
Massachusetts
$93K 1,031 +365 +55%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$87K 969 +100 +12%
MFA
45
McClarren Financial Advisors
Pennsylvania
$82K 912 – –
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$78K 869 – –
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$71K 789 – –
RG
48
Retirement Group
California
$68K 754 +50 +7%
HI
49
Harbour Investments
Wisconsin
$62K 694 +199 +40%
SSB
50
Sandy Spring Bank
Maryland
$41K 459 – –
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