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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

56 hedge funds and large institutions have $87.9M invested in Invesco Zacks Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
–
Holders Change %
0%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NL
1
NWAM LLC
Washington
$1.81M
2
SOS
2
Silver Oak Securities
Tennessee
$1.28M
3
Goldman Sachs
3
Goldman Sachs
New York
$903K
4
SAI
4
Savvy Advisors Inc
New York
$340K
5
CCFM
5
Clear Creek Financial Management
Washington
$207K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$19.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.23M
3
IMC Chicago
3
IMC Chicago
Illinois
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
EAM
5
Empirical Asset Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CRI
26
Colonial River Investments
Virginia
$669K 6,174 – –
AWM
27
Axxcess Wealth Management
California
$657K 6,065 +94 +2%
RJA
28
Raymond James & Associates
Florida
$582K 5,372 -60 -1%
T
29
TNF
Montana
$473K 4,342 – –
KAS
30
Kestra Advisory Services
Texas
$457K 4,220 – –
Citadel Advisors
31
Citadel Advisors
Florida
$429K 3,959 -13 -0.3%
HBW
32
Hazlett, Burt & Watson
West Virginia
$418K 3,859 -262 -6%
Creative Planning
33
Creative Planning
Kansas
$409K 3,777 – –
MWM
34
Mission Wealth Management
California
$399K 3,685 – –
WWM
35
Western Wealth Management
Colorado
$362K 3,345 -23 -0.7%
SAI
36
Savvy Advisors Inc
New York
$340K 3,140 +3,140 New
Mariner
37
Mariner
Kansas
$336K 3,104 +1,024 +49%
FHA
38
Flagship Harbor Advisors
Massachusetts
$333K 3,075 +3,075 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$312K 2,877 -458 -14%
PAG
40
Private Advisor Group
New Jersey
$279K 2,577 -202 -7%
FHC
41
First Heartland Consultants
Missouri
$268K 2,479 – –
CCFM
42
Clear Creek Financial Management
Washington
$207K 1,912 +1,912 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$195K 1,799 – –
HI
44
Harbour Investments
Wisconsin
$169K 1,556 – –
SPIA
45
Steward Partners Investment Advisory
New York
$159K 1,464 -808 -36%
UBS Group
46
UBS Group
Switzerland
$150K 1,384 -1,510 -52%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$104K 963 -20 -2%
T
48
Tidemark
California
$76.2K 704 – –
Jones Financial Companies
49
Jones Financial Companies
Missouri
$62.2K 575 +575 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$48.6K 449 +449 New
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