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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

60 hedge funds and large institutions have $144M invested in Invesco Zacks Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
20
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$61.1M
2
IMC Chicago
2
IMC Chicago
Illinois
$3.49M
3
IA
3
IFP Advisors
Florida
$1.08M
4
LPL Financial
4
LPL Financial
California
$19.1M
5
FTUS
5
Flow Traders U.S.
New York
$846K

Top Sellers

1
CRI
1
Colonial River Investments
Virginia
$1.33M
2
RA
2
Rodgers & Associates
Pennsylvania
$3.84M
3
RJA
3
Raymond James & Associates
Florida
$653K
4
KWM
4
Kingsview Wealth Management
Oregon
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$61.1M 642,964 +578,925 +904%
LPL Financial
2
LPL Financial
California
$19.1M 200,482 +10,495 +6%
Wells Fargo
3
Wells Fargo
California
$8.56M 90,057 +2,547 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.74M 70,867 -303 -0.4%
Bank of America
5
Bank of America
North Carolina
$5.9M 62,005 +860 +1%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.89M 40,952 +1,943 +5%
RA
7
Rodgers & Associates
Pennsylvania
$3.84M 40,378 -15,488 -28%
IMC Chicago
8
IMC Chicago
Illinois
$3.49M 36,714 +36,714 New
EWA
9
EP Wealth Advisors
California
$2.34M 24,649 -861 -3%
PSF
10
Pacific Sun Financial
California
$2.29M 24,076 -90 -0.4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.02M 21,207 +5,631 +36%
NL
12
NWAM LLC
Washington
$1.83M 19,241 – –
WDL
13
Well Done LLC
Michigan
$1.63M 17,088 -82 -0.5%
EAM
14
Empirical Asset Management
Massachusetts
$1.56M 16,423 +1,564 +11%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.38M 14,554 +829 +6%
CRI
16
Colonial River Investments
Virginia
$1.33M 13,973 -19,335 -58%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.28M 13,486 -1,324 -9%
IWC
18
Integrated Wealth Concepts
Massachusetts
$1.23M 12,906 -314 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.17M 12,344 -4,554 -27%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.17M 12,286 -1,390 -10%
Ameriprise
21
Ameriprise
Minnesota
$1.16M 12,094 -9,278 -43%
IA
22
IFP Advisors
Florida
$1.08M 16,412 +16,412 New
DW
23
Domani Wealth
Pennsylvania
$856K 9,006 – –
FTUS
24
Flow Traders U.S.
New York
$846K 8,901 +8,901 New
WH
25
Willner & Heller
California
$835K 8,685 +134 +2%
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