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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

55 hedge funds and large institutions have $128M invested in Invesco Zacks Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
55
Holders Change
-6
Holders Change %
-9.84%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
10
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.7M
2
IMC Chicago
2
IMC Chicago
Illinois
$3.17M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$715K
4
CA
4
Cetera Advisors
Colorado
$555K
5
Truist Financial
5
Truist Financial
North Carolina
$1.19M

Top Sellers

1
JFG
1
Jefferies Financial Group
New York
$0
2
LPL Financial
2
LPL Financial
California
$19.1M
3
PCA
3
Pallas Capital Advisors
Massachusetts
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$820K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$802K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$802K 7,883 -4,787 -38%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$715K 7,027 +7,027 New
CRI
28
Colonial River Investments
Virginia
$674K 6,627 – –
VFG
29
Victory Financial Group
Texas
$655K 6,439 -3,319 -34%
RJA
30
Raymond James & Associates
Florida
$563K 5,534 -81 -1%
CA
31
Cetera Advisors
Colorado
$555K 5,462 +5,462 New
T
32
TNF
Montana
$423K 4,342 – –
KAS
33
Kestra Advisory Services
Texas
$421K 4,137 -596 -13%
HBW
34
Hazlett, Burt & Watson
West Virginia
$420K 4,121 -220 -5%
Creative Planning
35
Creative Planning
Kansas
$384K 3,777 – –
MWM
36
Mission Wealth Management
California
$375K 3,685 – –
WWM
37
Western Wealth Management
Colorado
$347K 3,408 +73 +2%
Goldman Sachs
38
Goldman Sachs
New York
$341K 3,350 – –
FHA
39
Flagship Harbor Advisors
Massachusetts
$295K 2,898 +480 +20%
PAG
40
Private Advisor Group
New Jersey
$283K 2,779 +76 +3%
FHC
41
First Heartland Consultants
Missouri
$252K 2,479 -8 -0.3%
SPIA
42
Steward Partners Investment Advisory
New York
$250K 2,462 -64 -3%
T
43
Tidemark
California
$249K 2,452 -1,118 -31%
UBS Group
44
UBS Group
Switzerland
$243K 2,390 +581 +32%
Mariner
45
Mariner
Kansas
$225K 2,214 -26 -1%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$183K 1,799 +300 +20%
HI
47
Harbour Investments
Wisconsin
$158K 1,556 – –
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$104K 1,023 -10 -1%
PS
49
Principal Securities
Iowa
$41.7K 410 – –
RG
50
Retirement Group
California
$24.5K 241 – –
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