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Invesco Zacks Mid-Cap ETF

63 hedge funds and large institutions have $79.2M invested in Invesco Zacks Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 6163 (+2)

21.77% less ownership

Funds ownership: 66.14%44.36% (-22%)

34% less capital invested

Capital invested by funds: $120M → $79.2M (-$41.1M)

79% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 34

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
7
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$631K +$653K +5,732 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$621K -$16.7K -147 -3%
CRI
28
Colonial River Investments
Virginia
$582K -$1.14K -10 -0.2%
IAA
29
Independent Advisor Alliance
North Carolina
$526K +$544K +4,774 New
VFG
30
Victory Financial Group
Texas
$460K -$12.8K -112 -3%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$406K -$65.6K -576 -14%
Osaic Holdings
32
Osaic Holdings
Arizona
$406K -$28.8K -253 -6%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$353K
KAS
34
Kestra Advisory Services
Texas
$352K -$37K -325 -9%
HBW
35
Hazlett, Burt & Watson
West Virginia
$348K -$31.3K -275 -8%
WWM
36
Western Wealth Management
Colorado
$312K -$3.3K -29 -1%
MCM
37
Mainstay Capital Management
Michigan
$308K +$318K +2,793 New
MWM
38
Mission Wealth Management
California
$297K -$54.9K -482 -15%
FHA
39
Flagship Harbor Advisors
Massachusetts
$282K -$7.86K -69 -3%
Creative Planning
40
Creative Planning
Kansas
$275K -$1.25K -11 -0.4%
QA
41
Quattro Advisors
Pennsylvania
$254K -$1.48K -13 -0.6%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$243K
PAG
43
Private Advisor Group
New Jersey
$239K -$24.6K -216 -9%
Mariner
44
Mariner
Kansas
$213K -$8.54K -75 -4%
SA
45
Sovran Advisors
California
$210K
BlackRock
46
BlackRock
New York
$156K +$161K +1,417 New
UBS Group
47
UBS Group
Switzerland
$77.3K +$79.9K +702 New
WT
48
Whittier Trust
California
$65.1K +$66.3K +582 New
T
49
Tidemark
California
$63.3K -$3.3K -29 -5%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$49.5K

CZA Hedge Fund Activity: Q1 2026 in Review

63 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q1 2026, worth a combined $79.2M — down 34% from $120M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CZA positions and 7 closed out — a net gain of 3 holders — while 7 added to existing stakes and 34 trimmed.

The largest buyer was IMC Chicago, adding an estimated $836K. The largest seller was Toronto Dominion Bank, exiting entirely with an estimated $39.9M sold.

  • 63 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q1 2026, up from 61 in Q4 2025.
  • Funds reported $79.2M of Invesco Zacks Mid-Cap ETF stock for Q1 2026, down 34% quarter-over-quarter.
  • 10 funds opened new Invesco Zacks Mid-Cap ETF positions in Q1 2026 and 7 closed out, a net change of +3 holders.
  • The largest Invesco Zacks Mid-Cap ETF buyer in Q1 2026 was IMC Chicago, an estimated $836K added.
  • The largest Invesco Zacks Mid-Cap ETF seller in Q1 2026 was Toronto Dominion Bank, an estimated $39.9M sold.

Based on aggregated 13F filings for Q1 2026.