CZA icon

Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

57 hedge funds and large institutions have $142M invested in Invesco Zacks Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 25 reducing their positions, and 3 closing their positions.

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
10
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$70.2M
2
HWMA
2
Heritage Wealth Management (Arizona)
Arizona
$2.14M
3
IMC Chicago
3
IMC Chicago
Illinois
$1.81M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.76M
5
LPL Financial
5
LPL Financial
California
$9.89M

Top Sellers

1
Citigroup
1
Citigroup
New York
$15K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.24M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.84M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$70.2M 833,446 +717,676 +620%
LPL Financial
2
LPL Financial
California
$9.89M 117,457 +8,333 +8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.84M 105,013 -25,375 -19%
Morgan Stanley
4
Morgan Stanley
New York
$5.7M 67,683 -53,966 -44%
RA
5
Rodgers & Associates
Pennsylvania
$5.01M 59,432 -13,544 -19%
Bank of America
6
Bank of America
North Carolina
$4.66M 55,377 -7,359 -12%
CRI
7
Colonial River Investments
Virginia
$3.64M 43,186 +3,875 +10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.9M 34,438 -61,925 -64%
RJA
9
Raymond James & Associates
Florida
$2.53M 29,985 +3,989 +15%
EWA
10
EP Wealth Advisors
California
$2.47M 29,374 -38 -0.1%
HWMA
11
Heritage Wealth Management (Arizona)
Arizona
$2.14M 25,393 +25,393 New
Ameriprise
12
Ameriprise
Minnesota
$2.02M 23,978 -23,535 -50%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.02M 23,960 +1,234 +5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.82M 21,552 -9,984 -32%
IMC Chicago
15
IMC Chicago
Illinois
$1.81M 21,468 +21,468 New
Citadel Advisors
16
Citadel Advisors
Florida
$1.76M 20,939 +14,745 +238%
NL
17
NWAM LLC
Washington
$1.64M 19,425 -39 -0.2%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.64M 19,408 -4,261 -18%
WDL
19
Well Done LLC
Michigan
$1.45M 17,203 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.24M 14,745 -45,700 -76%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.15M 13,651 +304 +2%
DW
22
Domani Wealth
Pennsylvania
$1.13M 13,430 -3,235 -19%
IWC
23
Integrated Wealth Concepts
Massachusetts
$1.1M 13,043 +943 +8%
KAS
24
Kestra Advisory Services
Texas
$559K 6,640 -1,654 -20%
EH
25
Equitable Holdings
New York
$428K 5,077 -500 -9%
1
2 3