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Invesco Zacks Mid-Cap ETF

61 hedge funds and large institutions have $120M invested in Invesco Zacks Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $77.2M → $120M (+$43M)

24.03% more ownership

Funds ownership: 42.11%66.14% (+24%)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 6061 (+1)

41% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 22

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
26
J.W. Cole Advisors
Florida
$697K -$26.3K -238 -4%
WH
27
Willner & Heller
California
$677K -$79.6K -721 -11%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$640K -$4.96K -45 -0.8%
CRI
29
Colonial River Investments
Virginia
$587K -$29.9K -271 -5%
AWM
30
Axxcess Wealth Management
California
$587K +$91.3K +827 +19%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$565K +$61.7K +559 +12%
VFG
32
Victory Financial Group
Texas
$475K -$102K -928 -18%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$472K -$3.09K -28 -0.7%
Osaic Holdings
34
Osaic Holdings
Arizona
$436K -$154K -1,397 -26%
KAS
35
Kestra Advisory Services
Texas
$391K -$5.08K -46 -1%
HBW
36
Hazlett, Burt & Watson
West Virginia
$381K
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$355K
MWM
38
Mission Wealth Management
California
$352K -$56.1K -508 -14%
FFA
39
Farther Finance Advisors
California
$348K
WWM
40
Western Wealth Management
Colorado
$317K +$7.83K +71 +3%
FHA
41
Flagship Harbor Advisors
Massachusetts
$292K -$6.4K -58 -2%
Creative Planning
42
Creative Planning
Kansas
$278K -$37.1K -336 -12%
PAG
43
Private Advisor Group
New Jersey
$264K -$25.2K -228 -9%
QA
44
Quattro Advisors
Pennsylvania
$257K +$256K +2,318 New
Fidelity Investments
45
Fidelity Investments
Massachusetts
$245K
Mariner
46
Mariner
Kansas
$223K -$5.41K -49 -2%
SA
47
Sovran Advisors
California
$206K +$198K +1,792 New
JP Morgan Chase
48
JP Morgan Chase
New York
$112K
T
49
Tidemark
California
$66.9K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$49.8K

CZA Hedge Fund Activity: Q4 2025 in Review

61 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q4 2025, worth a combined $120M — up 56% from $77.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CZA positions and 8 closed out — a net gain of 1 holder — while 13 added to existing stakes and 22 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $39.7M. The largest seller was Equitable Holdings, exiting entirely with an estimated $899K sold.

  • 61 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q4 2025, up from 60 in Q3 2025.
  • Funds reported $120M of Invesco Zacks Mid-Cap ETF stock for Q4 2025, up 56% quarter-over-quarter.
  • 9 funds opened new Invesco Zacks Mid-Cap ETF positions in Q4 2025 and 8 closed out, a net change of +1 holder.
  • The largest Invesco Zacks Mid-Cap ETF buyer in Q4 2025 was Toronto Dominion Bank, an estimated $39.7M added.
  • The largest Invesco Zacks Mid-Cap ETF seller in Q4 2025 was Equitable Holdings, an estimated $899K sold.

Based on aggregated 13F filings for Q4 2025.