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Invesco Zacks Mid-Cap ETF
CZA

55 hedge funds and large institutions have $86.2M invested in Invesco Zacks Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

2.09% more ownership

Funds ownership: 42.49% → 44.59% (+2.1%)

2% less capital invested

Capital invested by funds: $87.9M → $86.2M (-$1.68M)

2% less funds holding

Funds holding: 56 → 55 (-1)

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IMC Chicago
IMC Chicago
Illinois
+$1.96M
2
Goldman Sachs
Goldman Sachs
New York
+$877K
3
LPL Financial
LPL Financial
California
+$785K
4
IAA
Independent Advisor Alliance
North Carolina
+$621K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$477K

Top Sellers

Rank Fund Capital Flow
1
NL
NWAM LLC
Washington
-$1.81M
2
SOS
Silver Oak Securities
Tennessee
-$1.28M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$280K
4
CCFM
Clear Creek Financial Management
Washington
-$207K
5
Citadel Advisors
Citadel Advisors
Florida
-$198K
Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
26
Colonial River Investments
Virginia
$629K -$12.6K -115 -2%
AWM
27
Axxcess Wealth Management
California
$629K -$655 -6 -0.1%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$629K +$347K +3,178 +110%
IAA
29
Independent Advisor Alliance
North Carolina
$590K +$621K +5,682 New
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$453K +$477K +4,362 New
KAS
31
Kestra Advisory Services
Texas
$441K +$2.51K +23 +0.5%
HBW
32
Hazlett, Burt & Watson
West Virginia
$402K – – –
Creative Planning
33
Creative Planning
Kansas
$392K – – –
MWM
34
Mission Wealth Management
California
$383K – – –
WWM
35
Western Wealth Management
Colorado
$341K -$6.34K -58 -2%
SAI
36
Savvy Advisors Inc
New York
$326K – – –
FHA
37
Flagship Harbor Advisors
Massachusetts
$311K -$8.52K -78 -3%
PAG
38
Private Advisor Group
New Jersey
$284K +$17.3K +158 +6%
FHC
39
First Heartland Consultants
Missouri
$259K +$1.31K +12 +0.5%
Citadel Advisors
40
Citadel Advisors
Florida
$223K -$198K -1,809 -46%
Mariner
41
Mariner
Kansas
$214K -$114K -1,044 -34%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$211K +$25K +229 +13%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$164K +$110K +1,005 +175%
UBS Group
44
UBS Group
Switzerland
$154K +$10.9K +100 +7%
HI
45
Harbour Investments
Wisconsin
$154K -$8.41K -77 -5%
JP Morgan Chase
46
JP Morgan Chase
New York
$100K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$79.3K -$76.6K -701 -48%
T
48
Tidemark
California
$73.1K – – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$46.6K – – –
PS
50
Principal Securities
Iowa
$42.6K – – –
1
2
3

CZA Hedge Fund Activity: Q4 2024 in Review

55 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q4 2024, worth a combined $86.2M — down 1.9% from $87.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CZA positions and 3 closed out — a net gain of 2 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $1.96M. The largest seller was NWAM LLC, exiting entirely with an estimated $1.81M sold.

  • 55 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q4 2024, down from 56 in Q3 2024.
  • Funds reported $86.2M of Invesco Zacks Mid-Cap ETF stock for Q4 2024, down 1.9% quarter-over-quarter.
  • 5 funds opened new Invesco Zacks Mid-Cap ETF positions in Q4 2024 and 3 closed out, a net change of +2 holders.
  • The largest Invesco Zacks Mid-Cap ETF buyer in Q4 2024 was IMC Chicago, an estimated $1.96M added.
  • The largest Invesco Zacks Mid-Cap ETF seller in Q4 2024 was NWAM LLC, an estimated $1.81M sold.

Based on aggregated 13F filings for Q4 2024.