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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

60 hedge funds and large institutions have $90M invested in Invesco Zacks Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
16
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRI
1
Colonial River Investments
Virginia
$3.2M
2
LPL Financial
2
LPL Financial
California
$18.3M
3
EAM
3
Empirical Asset Management
Massachusetts
$1.43M
4
KWM
4
Kingsview Wealth Management
Oregon
$964K
5
WH
5
Willner & Heller
California
$769K

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$0
2
IMC Chicago
2
IMC Chicago
Illinois
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.84M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.32M
Name Market Value Shares Shares
Change 		Shares
Change %
CCFM
26
Clear Creek Financial Management
Washington
$548K 5,707 -168 -3%
KAS
27
Kestra Advisory Services
Texas
$517K 5,377 -142 -3%
FFN
28
Focus Financial Network
Minnesota
$452K 4,704 +1,437 +44%
CWM
29
Cornerstone Wealth Management
Missouri
$425K 4,423 +3 +0.1%
EH
30
Equitable Holdings
New York
$422K 4,391 – –
PAG
31
Private Advisor Group
New Jersey
$404K 4,201 -318 -7%
T
32
TNF
Montana
$402K 4,268 – –
MWM
33
Mission Wealth Management
California
$354K 3,685 +3,685 New
Creative Planning
34
Creative Planning
Kansas
$335K 3,485 – –
Goldman Sachs
35
Goldman Sachs
New York
$322K 3,350 – –
CAN
36
Cetera Advisor Networks
California
$308K 3,202 – –
SPIA
37
Steward Partners Investment Advisory
New York
$302K 3,143 – –
SCM
38
Southport Capital Management
Tennessee
$269K 2,801 -36 -1%
APA
39
American Portfolios Advisors
New York
$235K 2,440 +5 +0.2%
TFGT
40
TS Financial Group (TSFG)
Illinois
$229K 2,382 +3 +0.1%
AAS
41
Ameritas Advisory Services
Nebraska
$207K 2,154 +2,154 New
UBS Group
42
UBS Group
Switzerland
$151K 1,572 -1,708 -52%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$99K 1,030 -1 -0.1%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$93K 969 – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$84K 869 – –
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$76K 790 +1 +0.1%
RG
47
Retirement Group
California
$72K 754 – –
HI
48
Harbour Investments
Wisconsin
$63K 654 -40 -6%
MFA
49
McClarren Financial Advisors
Pennsylvania
$52K 533 -379 -42%
SSB
50
Sandy Spring Bank
Maryland
$44K 459 – –
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