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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 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
20
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$61.1M
2
IMC Chicago
2
IMC Chicago
Illinois
$3.49M
3
IA
3
IFP Advisors
Florida
$1.08M
4
LPL Financial
4
LPL Financial
California
$19.1M
5
FTUS
5
Flow Traders U.S.
New York
$846K

Top Sellers

1
CRI
1
Colonial River Investments
Virginia
$1.33M
2
RA
2
Rodgers & Associates
Pennsylvania
$3.84M
3
RJA
3
Raymond James & Associates
Florida
$653K
4
KWM
4
Kingsview Wealth Management
Oregon
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$653K 6,870 -12,092 -64%
KAS
27
Kestra Advisory Services
Texas
$511K 5,377 – –
HBW
28
Hazlett, Burt & Watson
West Virginia
$437K 4,596 +4,596 New
CWM
29
Cornerstone Wealth Management
Missouri
$421K 4,425 +2 +0%
PAG
30
Private Advisor Group
New Jersey
$414K 4,359 +158 +4%
HWMA
31
Heritage Wealth Management (Arizona)
Arizona
$411K 4,318 +4,318 New
T
32
TNF
Montana
$400K 4,320 +52 +1%
MWM
33
Mission Wealth Management
California
$350K 3,685 – –
Creative Planning
34
Creative Planning
Kansas
$331K 3,485 – –
Citadel Advisors
35
Citadel Advisors
Florida
$330K 3,468 +3,468 New
CCFM
36
Clear Creek Financial Management
Washington
$320K 3,367 -2,340 -41%
Goldman Sachs
37
Goldman Sachs
New York
$318K 3,350 – –
EH
38
Equitable Holdings
New York
$300K 3,155 -1,236 -28%
SPIA
39
Steward Partners Investment Advisory
New York
$299K 3,143 – –
FHC
40
First Heartland Consultants
Missouri
$293K 3,084 – –
SCM
41
Southport Capital Management
Tennessee
$266K 2,801 – –
CAN
42
Cetera Advisor Networks
California
$234K 2,459 -743 -23%
APA
43
American Portfolios Advisors
New York
$232K 2,440 – –
TFGT
44
TS Financial Group (TSFG)
Illinois
$226K 2,382 – –
AAS
45
Ameritas Advisory Services
Nebraska
$205K 2,154 – –
UBS Group
46
UBS Group
Switzerland
$166K 1,742 +170 +11%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$113K 1,188 +219 +23%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$103K 1,081 +51 +5%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$84K 888 +19 +2%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$75K 790 – –
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