We are live on ! Find out more
CZA icon

Invesco Zacks Mid-Cap ETF

60 hedge funds and large institutions have $77.2M invested in Invesco Zacks Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 28 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

9% more funds holding

Funds holding: 5560 (+5)

3% less capital invested

Capital invested by funds: $79.6M → $77.2M (-$2.34M)

1.5% less ownership

Funds ownership: 43.61%42.11% (-1.5%)

71% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 28

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
28
Closed
1
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
$673K +$2.92K +27 +0.4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$640K -$98.5K -910 -14%
CRI
28
Colonial River Investments
Virginia
$611K -$32.5K -300 -5%
Osaic Holdings
29
Osaic Holdings
Arizona
$584K -$4.76K -44 -0.8%
VFG
30
Victory Financial Group
Texas
$573K -$6.6K -61 -1%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$495K +$99.6K +920 +25%
AWM
32
Axxcess Wealth Management
California
$491K -$151K -1,398 -24%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$471K
MWM
34
Mission Wealth Management
California
$405K
KAS
35
Kestra Advisory Services
Texas
$392K -$37.9K -350 -9%
HBW
36
Hazlett, Burt & Watson
West Virginia
$378K
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$352K
FFA
38
Farther Finance Advisors
California
$345K
Creative Planning
39
Creative Planning
Kansas
$313K -$263K -2,431 -46%
WWM
40
Western Wealth Management
Colorado
$307K -$1.73K -16 -0.6%
FHA
41
Flagship Harbor Advisors
Massachusetts
$296K +$3.79K +35 +1%
PAG
42
Private Advisor Group
New Jersey
$287K -$5.09K -47 -2%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$243K
FHC
44
First Heartland Consultants
Missouri
$230K
Mariner
45
Mariner
Kansas
$226K -$1.41K -13 -0.6%
JP Morgan Chase
46
JP Morgan Chase
New York
$111K -$108 -1 -0.1%
T
47
Tidemark
California
$66.3K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$49.3K
SPIA
49
Steward Partners Investment Advisory
New York
$45.5K
PS
50
Principal Securities
Iowa
$45K

CZA Hedge Fund Activity: Q3 2025 in Review

60 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q3 2025, worth a combined $77.2M — down 2.9% from $79.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CZA positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 28 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $1.75M. The largest seller was UBS Group, cutting an estimated $2.12M.

  • 60 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q3 2025, up from 55 in Q2 2025.
  • Funds reported $77.2M of Invesco Zacks Mid-Cap ETF stock for Q3 2025, down 2.9% quarter-over-quarter.
  • 7 funds opened new Invesco Zacks Mid-Cap ETF positions in Q3 2025 and 1 closed out, a net change of +6 holders.
  • The largest Invesco Zacks Mid-Cap ETF buyer in Q3 2025 was IMC Chicago, an estimated $1.75M added.
  • The largest Invesco Zacks Mid-Cap ETF seller in Q3 2025 was UBS Group, an estimated $2.12M sold.

Based on aggregated 13F filings for Q3 2025.