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Invesco Zacks Mid-Cap ETF
CZA

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, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 55 → 55 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1.51% less ownership

Funds ownership: 45.12% → 43.61% (-1.5%)

6% less capital invested

Capital invested by funds: $84.3M → $79.6M (-$4.73M)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

Holders
55
Holders Change
–
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
16
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.2M
2
Raymond James Financial
Raymond James Financial
Florida
+$619K
3
Goldman Sachs
Goldman Sachs
New York
+$352K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$328K
5
FFA
Farther Finance Advisors
California
+$286K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.33M
2
IMC Chicago
IMC Chicago
Illinois
-$2.63M
3
LPL Financial
LPL Financial
California
-$995K
4
EWA
EP Wealth Advisors
California
-$800K
5
GS
GWN Securities
Florida
-$713K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$651K +$20.1K +196 +3%
CRI
27
Colonial River Investments
Virginia
$638K – – –
AWM
28
Axxcess Wealth Management
California
$626K +$112K +1,098 +23%
Osaic Holdings
29
Osaic Holdings
Arizona
$574K -$79.6K -777 -13%
VFG
30
Victory Financial Group
Texas
$563K -$6.14K -60 -1%
Creative Planning
31
Creative Planning
Kansas
$563K +$154K +1,500 +40%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$457K – – –
KAS
33
Kestra Advisory Services
Texas
$418K -$28K -273 -7%
MWM
34
Mission Wealth Management
California
$393K – – –
Jones Financial Companies
35
Jones Financial Companies
Missouri
$385K +$145K +1,416 +64%
HBW
36
Hazlett, Burt & Watson
West Virginia
$367K – – –
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$342K +$328K +3,202 New
FFA
38
Farther Finance Advisors
California
$335K +$286K +2,793 +805%
WWM
39
Western Wealth Management
Colorado
$299K +$717 +7 +0.2%
PAG
40
Private Advisor Group
New Jersey
$284K -$12.7K -124 -4%
FHA
41
Flagship Harbor Advisors
Massachusetts
$283K +$307 +3 +0.1%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$236K +$18.6K +182 +9%
FHC
43
First Heartland Consultants
Missouri
$223K – – –
Mariner
44
Mariner
Kansas
$221K +$1.33K +13 +0.6%
JP Morgan Chase
45
JP Morgan Chase
New York
$108K +$5.12K +50 +5%
T
46
Tidemark
California
$64.4K -$10.2K -100 -14%
AAS
47
Ameritas Advisory Services
Nebraska
$57.5K +$55.2K +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 – – –
1
2
3

CZA Hedge Fund Activity: Q2 2025 in Review

55 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q2 2025, worth a combined $79.6M — down 5.6% from $84.3M a quarter earlier.

Fund positioning in CZA was balanced in Q2 2025: 3 funds opened new positions, 3 closed out, 16 added to existing stakes and 25 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.2M. The largest seller was Morgan Stanley, cutting an estimated $4.33M.

  • 55 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $79.6M of Invesco Zacks Mid-Cap ETF stock for Q2 2025, down 5.6% quarter-over-quarter.
  • 3 funds opened new Invesco Zacks Mid-Cap ETF positions in Q2 2025 and 3 closed out, a net change of 0 holders.
  • The largest Invesco Zacks Mid-Cap ETF buyer in Q2 2025 was Wells Fargo, an estimated $1.2M added.
  • The largest Invesco Zacks Mid-Cap ETF seller in Q2 2025 was Morgan Stanley, an estimated $4.33M sold.

Based on aggregated 13F filings for Q2 2025.