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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

62 hedge funds and large institutions have $81.2M invested in Invesco Zacks Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 25 reducing their positions, and 2 closing their positions.

Holders
62
Holders Change
+5
Holders Change %
+8.77%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
11
Reduced
25
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.33M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.98M
3
CCFM
3
Clear Creek Financial Management
Washington
$559K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.77M
5
Creative Planning
5
Creative Planning
Kansas
$313K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$7.67M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.14M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.92M
4
HWMA
4
Heritage Wealth Management (Arizona)
Arizona
$1.13M
5
RJA
5
Raymond James & Associates
Florida
$1.69M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$10.8M 120,652 +3,195 +3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.14M 90,533 -14,480 -14%
Wells Fargo
3
Wells Fargo
California
$7.67M 85,283 -748,163 -90%
Morgan Stanley
4
Morgan Stanley
New York
$5.97M 66,393 -1,290 -2%
RA
5
Rodgers & Associates
Pennsylvania
$5.13M 57,079 -2,353 -4%
Bank of America
6
Bank of America
North Carolina
$5.12M 56,997 +1,620 +3%
CRI
7
Colonial River Investments
Virginia
$3.89M 43,310 +124 +0.3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.98M 33,190 +9,230 +39%
EWA
9
EP Wealth Advisors
California
$2.27M 25,236 -4,138 -14%
Ameriprise
10
Ameriprise
Minnesota
$2.02M 22,424 -1,554 -6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.92M 21,355 -13,083 -38%
Citadel Advisors
12
Citadel Advisors
Florida
$1.79M 19,948 -991 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.77M 19,684 +4,939 +33%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.76M 19,516 -2,036 -9%
NL
15
NWAM LLC
Washington
$1.75M 19,425 – –
RJA
16
Raymond James & Associates
Florida
$1.69M 18,837 -11,148 -37%
WDL
17
Well Done LLC
Michigan
$1.54M 17,170 -33 -0.2%
IMC Chicago
18
IMC Chicago
Illinois
$1.34M 14,897 -6,571 -31%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.33M 14,747 +14,747 New
Osaic Holdings
20
Osaic Holdings
Arizona
$1.32M 14,612 -4,796 -25%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.23M 13,634 -17 -0.1%
IWC
22
Integrated Wealth Concepts
Massachusetts
$1.16M 12,854 -189 -1%
HWMA
23
Heritage Wealth Management (Arizona)
Arizona
$1.13M 12,543 -12,850 -51%
DW
24
Domani Wealth
Pennsylvania
$891K 9,908 -3,522 -26%
KAS
25
Kestra Advisory Services
Texas
$572K 6,365 -275 -4%
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