Invesco Zacks Mid-Cap ETF
CZA
55 hedge funds and large institutions have $79.6M invested in Invesco Zacks Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 55 → 55 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
1.51% less ownership
Funds ownership: 45.12% → 43.61% (-1.5%)
6% less capital invested
Capital invested by funds: $84.3M → $79.6M (-$4.73M)
36% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.2M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$619K |
| 3 |
Goldman Sachs
New York
|
+$352K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$328K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$286K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.33M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
-$2.63M |
| 3 |
LPL Financial
San Diego,
California
|
-$995K |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$800K |
| 5 |
GS
GWN Securities
Palm Beach Gardens,
Florida
|
-$713K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
51
Harbour Investments
Madison,
Wisconsin
| $31.1K | -$122K | -1,187 | -80% |
|
52
William Blair & Company
Chicago,
Illinois
| $14.4K | – | – | – |
|
53
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $13.5K | – | – | – |
|
54
Comerica Bank
Dallas,
Texas
| $9.38K | +$9.01K | +88 | New |
|
|
HWA
55
HHM Wealth Advisors
Chattanooga,
Tennessee
| $3.2K | – | – | – |
|
|
56
IMC Chicago
Chicago,
Illinois
| – | -$2.63M | -25,289 | Closed |
|
|
GS
57
GWN Securities
Palm Beach Gardens,
Florida
| – | -$713K | -6,832 | Closed |
|
|
SWM
58
Spire Wealth Management
Mclean,
Virginia
| – | -$14.9K | -143 | Closed |
|
CZA Hedge Fund Activity: Q2 2025 in Review
55 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q2 2025, worth a combined $79.6M — down 5.6% from $84.3M a quarter earlier.
Fund positioning in CZA was balanced in Q2 2025: 3 funds opened new positions, 3 closed out, 16 added to existing stakes and 25 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.2M. The largest seller was Morgan Stanley, cutting an estimated $4.33M.
- 55 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $79.6M of Invesco Zacks Mid-Cap ETF stock for Q2 2025, down 5.6% quarter-over-quarter.
- 3 funds opened new Invesco Zacks Mid-Cap ETF positions in Q2 2025 and 3 closed out, a net change of 0 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q2 2025 was Wells Fargo, an estimated $1.2M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q2 2025 was Morgan Stanley, an estimated $4.33M sold.
Based on aggregated 13F filings for Q2 2025.