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Invesco Zacks Mid-Cap ETF

55 hedge funds and large institutions have $79.6M invested in Invesco Zacks Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$651K
CRI
27
Colonial River Investments
Virginia
$638K
AWM
28
Axxcess Wealth Management
California
$626K
Osaic Holdings
29
Osaic Holdings
Arizona
$574K
VFG
30
Victory Financial Group
Texas
$563K
Creative Planning
31
Creative Planning
Kansas
$563K
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$457K
KAS
33
Kestra Advisory Services
Texas
$418K
MWM
34
Mission Wealth Management
California
$393K
Jones Financial Companies
35
Jones Financial Companies
Missouri
$385K
HBW
36
Hazlett, Burt & Watson
West Virginia
$367K
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$342K
FFA
38
Farther Finance Advisors
California
$335K
WWM
39
Western Wealth Management
Colorado
$299K
PAG
40
Private Advisor Group
New Jersey
$284K
FHA
41
Flagship Harbor Advisors
Massachusetts
$283K
Fidelity Investments
42
Fidelity Investments
Massachusetts
$236K
FHC
43
First Heartland Consultants
Missouri
$223K
Mariner
44
Mariner
Kansas
$221K
JP Morgan Chase
45
JP Morgan Chase
New York
$108K
T
46
Tidemark
California
$64.4K
AAS
47
Ameritas Advisory Services
Nebraska
$57.5K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$47.9K
SPIA
49
Steward Partners Investment Advisory
New York
$44.2K
PS
50
Principal Securities
Iowa
$43.7K