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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

55 hedge funds and large institutions have $79.9M invested in Invesco Zacks Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
–
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
17
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.25M
2
Raymond James Financial
Raymond James Financial
Florida
+$645K
3
Goldman Sachs
Goldman Sachs
New York
+$367K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$342K
5
FFA
Farther Finance Advisors
California
+$298K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.51M
2
IMC Chicago
IMC Chicago
Illinois
-$2.63M
3
LPL Financial
LPL Financial
California
-$1.04M
4
EWA
EP Wealth Advisors
California
-$834K
5
GS
GWN Securities
Florida
-$713K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$679K +$140K +1,313 +26%
Bank of America
27
Bank of America
North Carolina
$651K +$20.9K +196 +3%
CRI
28
Colonial River Investments
Virginia
$638K – – –
AWM
29
Axxcess Wealth Management
California
$626K +$117K +1,098 +23%
VFG
30
Victory Financial Group
Texas
$563K -$6.4K -60 -1%
Creative Planning
31
Creative Planning
Kansas
$563K +$160K +1,500 +40%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$457K – – –
KAS
33
Kestra Advisory Services
Texas
$418K -$29.1K -273 -7%
MWM
34
Mission Wealth Management
California
$393K – – –
Jones Financial Companies
35
Jones Financial Companies
Missouri
$385K +$151K +1,416 +64%
HBW
36
Hazlett, Burt & Watson
West Virginia
$367K – – –
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$342K +$342K +3,202 New
FFA
38
Farther Finance Advisors
California
$335K +$298K +2,793 +805%
WWM
39
Western Wealth Management
Colorado
$299K +$747 +7 +0.2%
PAG
40
Private Advisor Group
New Jersey
$284K -$13.2K -124 -4%
FHA
41
Flagship Harbor Advisors
Massachusetts
$283K +$320 +3 +0.1%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$236K +$19.4K +182 +9%
FHC
43
First Heartland Consultants
Missouri
$223K – – –
Mariner
44
Mariner
Kansas
$221K +$1.39K +13 +0.6%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$108K +$5.33K +50 +5%
T
46
Tidemark
California
$64.4K -$10.7K -100 -14%
AAS
47
Ameritas Advisory Services
Nebraska
$57.5K +$57.5K +539 New
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 – – –
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