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Invesco Zacks Mid-Cap ETF

61 hedge funds and large institutions have $120M invested in Invesco Zacks Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $77.2M → $120M (+$43M)

24.03% more ownership

Funds ownership: 42.11%66.14% (+24%)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 6061 (+1)

41% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 22

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$45.9K
CFS
52
Compass Financial Services
Iowa
$43K
CA
53
Clearstead Advisors
Ohio
$35.6K
HI
54
Harbour Investments
Wisconsin
$28.4K
HNB
55
Huntington National Bank
Ohio
$19.9K
William Blair & Company
56
William Blair & Company
Illinois
$15K
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$14.1K
MCM
58
MAI Capital Management
Ohio
$12.5K +$12.5K +113 New
IAIM
59
International Assets Investment Management
Florida
$12.3K +$12.2K +111 New
Comerica Bank
60
Comerica Bank
Texas
$9.21K -$552 -5 -6%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$3.55K +$3.53K +32 New
HWA
62
HHM Wealth Advisors
Tennessee
$3.33K
EH
63
Equitable Holdings
New York
-$899K -8,180 Closed
UBS Group
64
UBS Group
Switzerland
-$839K -7,634 Closed
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
-$805K -7,329 Closed
FHC
66
First Heartland Consultants
Missouri
-$230K -2,091 Closed
PS
67
Principal Securities
Iowa
-$45K -410 Closed
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
-$6.59K -60 Closed
AAS
69
Ameritas Advisory Services
Nebraska
-$6.48K -59 Closed
ASN
70
Advisory Services Network
Georgia
-$907 -8 Closed

CZA Hedge Fund Activity: Q4 2025 in Review

61 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q4 2025, worth a combined $120M — up 56% from $77.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CZA positions and 8 closed out — a net gain of 1 holder — while 13 added to existing stakes and 22 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $39.7M. The largest seller was Equitable Holdings, exiting entirely with an estimated $899K sold.

  • 61 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q4 2025, up from 60 in Q3 2025.
  • Funds reported $120M of Invesco Zacks Mid-Cap ETF stock for Q4 2025, up 56% quarter-over-quarter.
  • 9 funds opened new Invesco Zacks Mid-Cap ETF positions in Q4 2025 and 8 closed out, a net change of +1 holder.
  • The largest Invesco Zacks Mid-Cap ETF buyer in Q4 2025 was Toronto Dominion Bank, an estimated $39.7M added.
  • The largest Invesco Zacks Mid-Cap ETF seller in Q4 2025 was Equitable Holdings, an estimated $899K sold.

Based on aggregated 13F filings for Q4 2025.