Invesco Zacks Mid-Cap ETF
CZA
60 hedge funds and large institutions have $77.2M invested in Invesco Zacks Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 28 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
9% more funds holding
Funds holding: 55 → 60 (+5)
3% less capital invested
Capital invested by funds: $79.6M → $77.2M (-$2.34M)
1.5% less ownership
Funds ownership: 43.61% → 42.11% (-1.5%)
71% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
+$1.75M |
| 2 |
EAM
Empirical Asset Management
Wellesley,
Massachusetts
|
+$1.06M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.02M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$196K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$104K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.12M |
| 2 |
Goldman Sachs
New York
|
-$1.58M |
| 3 |
LPL Financial
San Diego,
California
|
-$885K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$710K |
| 5 |
Morgan Stanley
New York
|
-$567K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFS
51
Compass Financial Services
West Des Moines,
Iowa
| $42.6K | +$42K | +388 | New |
|
|
CA
52
Clearstead Advisors
Cleveland,
Ohio
| $35.3K | +$34.7K | +321 | New |
|
|
HI
53
Harbour Investments
Madison,
Wisconsin
| $27.9K | -$4.11K | -38 | -13% |
|
54
William Blair & Company
Chicago,
Illinois
| $14.8K | – | – | – |
|
55
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $14K | – | – | – |
|
56
Comerica Bank
Dallas,
Texas
| $9.66K | – | – | – |
|
57
Bank of Montreal
Toronto,
Ontario, Canada
| $6.59K | +$6.49K | +60 | New |
|
|
AAS
58
Ameritas Advisory Services
Lincoln,
Nebraska
| $6.48K | -$52K | -480 | -89% |
|
|
HWA
59
HHM Wealth Advisors
Chattanooga,
Tennessee
| $3.3K | – | – | – |
|
|
ASN
60
Advisory Services Network
Atlanta,
Georgia
| $907 | +$866 | +8 | New |
|
|
61
Citadel Advisors
Miami,
Florida
| – | -$710K | -6,660 | Closed |
|
CZA Hedge Fund Activity: Q3 2025 in Review
60 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q3 2025, worth a combined $77.2M — down 2.9% from $79.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CZA positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 28 trimmed.
The largest buyer was IMC Chicago, opening a new position worth an estimated $1.75M. The largest seller was UBS Group, cutting an estimated $2.12M.
- 60 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q3 2025, up from 55 in Q2 2025.
- Funds reported $77.2M of Invesco Zacks Mid-Cap ETF stock for Q3 2025, down 2.9% quarter-over-quarter.
- 7 funds opened new Invesco Zacks Mid-Cap ETF positions in Q3 2025 and 1 closed out, a net change of +6 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q3 2025 was IMC Chicago, an estimated $1.75M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q3 2025 was UBS Group, an estimated $2.12M sold.
Based on aggregated 13F filings for Q3 2025.