CZA icon

Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

53 hedge funds and large institutions have $77.1M invested in Invesco Zacks Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
7
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$1.07M
2
JWCA
2
J.W. Cole Advisors
Florida
$802K
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.03M
4
KAS
4
Kestra Advisory Services
Texas
$575K
5
BSW
5
Buckingham Strategic Wealth
Missouri
$364K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
RJA
2
Raymond James & Associates
Florida
$1.65M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.59M
4
IMC Chicago
4
IMC Chicago
Illinois
$0
5
LPL Financial
5
LPL Financial
California
$7.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.75M 147,944 +2,594 +2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.41M 142,704 +1,798 +1%
Wells Fargo
3
Wells Fargo
California
$8.29M 125,765 -4,971 -4%
LPL Financial
4
LPL Financial
California
$7.94M 120,407 -30,719 -20%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.83M 88,373 -10,738 -11%
Bank of America
6
Bank of America
North Carolina
$3.88M 58,885 +4,899 +9%
Ameriprise
7
Ameriprise
Minnesota
$3.27M 49,455 +1,368 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.59M 39,200 -40,745 -51%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.34M 35,506 -3,773 -10%
Citadel Advisors
10
Citadel Advisors
Florida
$2.03M 30,850 +11,717 +61%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.01M 30,476 -3,740 -11%
EWA
12
EP Wealth Advisors
California
$1.93M 29,211 -177 -0.6%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.8M 27,409 -9,518 -26%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.75M 26,495 -3,748 -12%
PSF
15
Pacific Sun Financial
California
$1.66M 25,159 -400 -2%
RJA
16
Raymond James & Associates
Florida
$1.65M 25,021 -45,936 -65%
DW
17
Domani Wealth
Pennsylvania
$1.46M 22,130 -7,161 -24%
AAS
18
Avantax Advisory Services
Texas
$1.07M 16,276 +16,276 New
WDL
19
Well Done LLC
Michigan
$1.04M 15,700 – –
MML Investors Services
20
MML Investors Services
Massachusetts
$998K 15,142 -2,069 -12%
JWCA
21
J.W. Cole Advisors
Florida
$802K 12,162 +12,162 New
IWC
22
Integrated Wealth Concepts
Massachusetts
$743K 11,276 +1,700 +18%
KAS
23
Kestra Advisory Services
Texas
$575K 136 +136 New
EH
24
Equitable Holdings
New York
$480K 7,287 -475 -6%
PAG
25
Private Advisor Group
New Jersey
$406K 6,158 – –
1
2 3