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Invesco Zacks Mid-Cap ETF

52 hedge funds and large institutions have $72M invested in Invesco Zacks Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
26
Raymond James & Associates
Florida
$495K 5,806 -120 -2%
KAS
27
Kestra Advisory Services
Texas
$401K 4,712 +652 +16%
HBW
28
Hazlett, Burt & Watson
West Virginia
$369K 4,338 +259 +6%
T
29
TNF
Montana
$356K 4,320
PAG
30
Private Advisor Group
New Jersey
$322K 3,781 -291 -7%
Creative Planning
31
Creative Planning
Kansas
$322K 3,777
MWM
32
Mission Wealth Management
California
$314K 3,685
Goldman Sachs
33
Goldman Sachs
New York
$285K 3,350
WWM
34
Western Wealth Management
Colorado
$279K 3,276 +391 +14%
FHC
35
First Heartland Consultants
Missouri
$239K 2,810 -289 -9%
SPIA
36
Steward Partners Investment Advisory
New York
$234K 2,743
CWM
37
Cornerstone Wealth Management
Missouri
$217K 2,547 -393 -13%
TFGT
38
TS Financial Group (TSFG)
Illinois
$168K 1,977
UBS Group
39
UBS Group
Switzerland
$133K 1,559 -5 -0.3%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$128K 1,503 +443 +42%
HI
41
Harbour Investments
Wisconsin
$99.3K 1,166
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$88K 1,033
RG
43
Retirement Group
California
$41.6K 488
APC
44
Aspire Private Capital
North Carolina
$29.8K 350 +350 New
Citigroup
45
Citigroup
New York
$15K 176
DWMG
46
DB Wealth Management Group
California
$12.2K 143
SWM
47
Spire Wealth Management
Virginia
$11.9K 140
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$11.8K 139
William Blair & Company
49
William Blair & Company
Illinois
$11.5K 135
NA
50
NewEdge Advisors
Louisiana
$2.64K 31