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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
SPIA
51
Steward Partners Investment Advisory
New York
$45.6K
CA
52
Clearstead Advisors
Ohio
$35.4K
HI
53
Harbour Investments
Wisconsin
$28K
SGFG
54
Silver Grove Financial Group
New York
$23.8K +$24.6K +216 New
William Blair & Company
55
William Blair & Company
Illinois
$14.9K
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$14K
MCM
57
MAI Capital Management
Ohio
$12.4K
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$12.1K +$12.5K +110 New
IAIM
59
International Assets Investment Management
Florida
$12K -$342 -3 -3%
JP Morgan Chase
60
JP Morgan Chase
New York
$10.6K -$104K -914 -90%
HWA
61
HHM Wealth Advisors
Tennessee
$3.31K
ASN
62
Advisory Services Network
Georgia
$924 +$911 +8 New
VAI
63
Vanguard Advisers Inc
Pennsylvania
$771 +$797 +7 New
Toronto Dominion Bank
64
Toronto Dominion Bank
Ontario, Canada
-$39.9M -360,000 Closed
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
-$1.07M -9,413 Closed
JWCA
66
J.W. Cole Advisors
Florida
-$697K -6,295 Closed
AWM
67
Axxcess Wealth Management
California
-$587K -5,294 Closed
FFA
68
Farther Finance Advisors
California
-$348K -3,140 Closed
CFS
69
Compass Financial Services
Iowa
-$43K -388 Closed
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
-$3.55K -32 Closed

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.