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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

56 hedge funds and large institutions have $77.1M invested in Invesco Zacks Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
56
Holders Change
-4
Holders Change %
-6.67%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$20.2M
2
Wells Fargo
2
Wells Fargo
California
$8.69M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$994K
4
Citadel Advisors
4
Citadel Advisors
Florida
$286K
5
Bank of America
5
Bank of America
North Carolina
$5.42M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$3.98M
3
OC
3
Oppenheimer & Co
New York
$0
4
WEG
4
World Equity Group
Illinois
$0
5
CCFM
5
Clear Creek Financial Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$591K 7,386 +516 +8%
KAS
27
Kestra Advisory Services
Texas
$404K 5,059 -369 -7%
CWM
28
Cornerstone Wealth Management
Missouri
$349K 4,361 -53 -1%
T
29
TNF
Montana
$349K 4,320 – –
HBW
30
Hazlett, Burt & Watson
West Virginia
$326K 4,079 -517 -11%
PAG
31
Private Advisor Group
New Jersey
$325K 4,061 -300 -7%
WWM
32
Western Wealth Management
Colorado
$318K 3,974 +1,534 +63%
MWM
33
Mission Wealth Management
California
$295K 3,685 – –
Citadel Advisors
34
Citadel Advisors
Florida
$286K 3,579 +3,579 New
Creative Planning
35
Creative Planning
Kansas
$279K 3,485 – –
Goldman Sachs
36
Goldman Sachs
New York
$268K 3,350 – –
SPIA
37
Steward Partners Investment Advisory
New York
$251K 3,143 – –
EH
38
Equitable Holdings
New York
$242K 3,027 – –
HWMA
39
Heritage Wealth Management (Arizona)
Arizona
$175K 2,190 – –
TFGT
40
TS Financial Group (TSFG)
Illinois
$164K 2,052 -50 -2%
UBS Group
41
UBS Group
Switzerland
$160K 1,999 +67 +3%
APA
42
American Portfolios Advisors
New York
$160K 1,997 -443 -18%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$91K 1,137 -3 -0.3%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$83K 1,044 -121 -10%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$69K 869 – –
HI
46
Harbour Investments
Wisconsin
$43K 507 – –
MFA
47
McClarren Financial Advisors
Pennsylvania
$41K 518 +518 New
RG
48
Retirement Group
California
$40K 505 – –
SL
49
Savior LLC
Massachusetts
$18K 223 -45 -17%
Citigroup
50
Citigroup
New York
$14K 176 – –
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2
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