Invesco Zacks Mid-Cap ETF
CZA
55 hedge funds and large institutions have $84.3M invested in Invesco Zacks Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 26 reducing their positions, and 3 closing their positions.
0.53% more ownership
Funds ownership: 44.59% → 45.12% (+0.53%)
0% more funds holding
Funds holding: 55 → 55 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
2% less capital invested
Capital invested by funds: $86.2M → $84.3M (-$1.9M)
58% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.55M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$807K |
| 3 |
IMC Chicago
Chicago,
Illinois
|
+$775K |
| 4 |
GS
GWN Securities
Palm Beach Gardens,
Florida
|
+$721K |
| 5 |
Goldman Sachs
New York
|
+$580K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$6.12M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$590K |
| 3 |
SAI
Savvy Advisors Inc
New York
|
-$326K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$271K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$194K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
51
Farther Finance Advisors
San Francisco,
California
| $36.1K | +$36.6K | +347 | New |
|
|
SWM
52
Spire Wealth Management
Mclean,
Virginia
| $14.9K | – | – | – |
|
53
William Blair & Company
Chicago,
Illinois
| $14K | – | – | – |
|
54
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $13.2K | – | – | – |
|
|
HWA
55
HHM Wealth Advisors
Chattanooga,
Tennessee
| $3.12K | – | – | – |
|
|
IAA
56
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$590K | -5,682 | Closed |
|
|
SAI
57
Savvy Advisors Inc
New York
| – | -$326K | -3,140 | Closed |
|
|
NA
58
NewEdge Advisors
New Orleans,
Louisiana
| – | -$3.22K | -31 | Closed |
|
CZA Hedge Fund Activity: Q1 2025 in Review
55 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q1 2025, worth a combined $84.3M — down 2.2% from $86.2M a quarter earlier.
Fund positioning in CZA was balanced in Q1 2025: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 26 trimmed.
The largest buyer was UBS Group, adding an estimated $2.55M. The largest seller was LPL Financial, cutting an estimated $6.12M.
- 55 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $84.3M of Invesco Zacks Mid-Cap ETF stock for Q1 2025, down 2.2% quarter-over-quarter.
- 3 funds opened new Invesco Zacks Mid-Cap ETF positions in Q1 2025 and 3 closed out, a net change of 0 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q1 2025 was UBS Group, an estimated $2.55M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q1 2025 was LPL Financial, an estimated $6.12M sold.
Based on aggregated 13F filings for Q1 2025.