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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

61 hedge funds and large institutions have $145M invested in Invesco Zacks Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
+9
Holders Change %
+17.31%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
11
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JFG
1
Jefferies Financial Group
New York
$52.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$25M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.02M
4
VFG
4
Victory Financial Group
Texas
$915K
5
WH
5
Willner & Heller
California
$771K

Top Sellers

1
IMC Chicago
1
IMC Chicago
Illinois
$0
2
LPL Financial
2
LPL Financial
California
$19.1M
3
MWM
3
Meridian Wealth Management
Kentucky
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.37M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$770K 8,203 +750 +10%
PCA
27
Pallas Capital Advisors
Massachusetts
$719K 7,661 +7,661 New
Citadel Advisors
28
Citadel Advisors
Florida
$643K 6,858 +6,858 New
CRI
29
Colonial River Investments
Virginia
$622K 6,627 -1,566 -19%
RJA
30
Raymond James & Associates
Florida
$527K 5,615 -191 -3%
KAS
31
Kestra Advisory Services
Texas
$444K 4,733 +21 +0.4%
HBW
32
Hazlett, Burt & Watson
West Virginia
$407K 4,341 +3 +0.1%
T
33
TNF
Montana
$404K 4,342 +22 +0.5%
Creative Planning
34
Creative Planning
Kansas
$354K 3,777 – –
MWM
35
Mission Wealth Management
California
$346K 3,685 – –
T
36
Tidemark
California
$335K 3,570 +3,570 New
IAIM
37
International Assets Investment Management
Florida
$333K 3,551 +3,551 New
Goldman Sachs
38
Goldman Sachs
New York
$314K 3,350 – –
WWM
39
Western Wealth Management
Colorado
$313K 3,335 +59 +2%
FFN
40
Focus Financial Network
Minnesota
$312K 3,330 +3,330 New
PAG
41
Private Advisor Group
New Jersey
$254K 2,703 -1,078 -29%
SPIA
42
Steward Partners Investment Advisory
New York
$237K 2,526 -217 -8%
FHC
43
First Heartland Consultants
Missouri
$233K 2,487 -323 -11%
FHA
44
Flagship Harbor Advisors
Massachusetts
$227K 2,418 +2,418 New
Mariner
45
Mariner
Kansas
$210K 2,240 +2,240 New
TFGT
46
TS Financial Group (TSFG)
Illinois
$186K 1,982 +5 +0.3%
UBS Group
47
UBS Group
Switzerland
$170K 1,809 +250 +16%
HI
48
Harbour Investments
Wisconsin
$146K 1,556 +390 +33%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$141K 1,499 -4 -0.3%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$96.9K 1,033 – –
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