CZA icon

Invesco Zacks Mid-Cap ETF

56 hedge funds and large institutions have $72.8M invested in Invesco Zacks Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
6
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
26
Cornerstone Wealth Management
Missouri
$382K +$382K +4,371 New
T
27
TNF
Montana
$374K
ZIMP
28
Zimmermann Investment Management & Planning
Pennsylvania
$364K +$364K +4,165 New
PAG
29
Private Advisor Group
New Jersey
$360K +$360K +4,122 New
HBW
30
Hazlett, Burt & Watson
West Virginia
$355K
Creative Planning
31
Creative Planning
Kansas
$330K -$26.6K -305 -7%
MWM
32
Mission Wealth Management
California
$322K
Goldman Sachs
33
Goldman Sachs
New York
$292K
SPIA
34
Steward Partners Investment Advisory
New York
$274K
FHC
35
First Heartland Consultants
Missouri
$271K
FTUS
36
Flow Traders U.S.
New York
$259K +$259K +2,965 New
Citadel Advisors
37
Citadel Advisors
Florida
$248K +$248K +2,842 New
WWM
38
Western Wealth Management
Colorado
$237K +$237K +2,720 New
TFGT
39
TS Financial Group (TSFG)
Illinois
$173K -$7K -80 -4%
AAS
40
Ameritas Advisory Services
Nebraska
$157K +$157K +1,797 New
UBS Group
41
UBS Group
Switzerland
$155K -$214K -2,451 -58%
HI
42
Harbour Investments
Wisconsin
$102K
Fidelity Investments
43
Fidelity Investments
Massachusetts
$92.6K -$3.32K -38 -3%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$90.2K
RG
45
Retirement Group
California
$43K
ASN
46
Advisory Services Network
Georgia
$33.2K
Citigroup
47
Citigroup
New York
$15.4K
DWMG
48
DB Wealth Management Group
California
$12.5K
SWM
49
Spire Wealth Management
Virginia
$12.2K +$12.2K +140 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$12.1K