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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

55 hedge funds and large institutions have $87.6M invested in Invesco Zacks Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.87M
2
DIP
2
Davis Investment Partners
North Carolina
$1.53M
3
LPL Financial
3
LPL Financial
California
$23.7M
4
IMC Chicago
4
IMC Chicago
Illinois
$1.21M
5
Bank of America
5
Bank of America
North Carolina
$6.45M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$4.12M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$349K
3
PAG
3
Private Advisor Group
New Jersey
$0
4
WWM
4
Western Wealth Management
Colorado
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$23.7M 266,902 +14,135 +6%
Morgan Stanley
2
Morgan Stanley
New York
$8.87M 99,808 +50,076 +101%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.47M 72,754 +1,642 +2%
Bank of America
4
Bank of America
North Carolina
$6.45M 72,612 +4,888 +7%
Wells Fargo
5
Wells Fargo
California
$4.12M 46,321 -62,340 -57%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.68M 41,352 -355 -0.9%
RA
7
Rodgers & Associates
Pennsylvania
$3.28M 36,865 -1,999 -5%
EWA
8
EP Wealth Advisors
California
$2.1M 23,649 – –
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.1M 23,594 +1,996 +9%
PSF
10
Pacific Sun Financial
California
$1.91M 21,526 -2,170 -9%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.89M 21,269 +914 +4%
NL
12
NWAM LLC
Washington
$1.62M 18,258 -33 -0.2%
DIP
13
Davis Investment Partners
North Carolina
$1.53M 16,225 +16,225 New
WDL
14
Well Done LLC
Michigan
$1.52M 17,088 – –
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.47M 16,569 +1,974 +14%
EAM
16
Empirical Asset Management
Massachusetts
$1.32M 14,856 -5 -0%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.31M 14,745 +1,799 +14%
IMC Chicago
18
IMC Chicago
Illinois
$1.21M 13,570 +13,570 New
IWC
19
Integrated Wealth Concepts
Massachusetts
$1.19M 13,346 – –
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.1M 12,338 +658 +6%
IA
21
IFP Advisors
Florida
$1.05M 15,986 -681 -4%
Ameriprise
22
Ameriprise
Minnesota
$905K 10,187 -42 -0.4%
CRI
23
Colonial River Investments
Virginia
$854K 9,612 -612 -6%
WH
24
Willner & Heller
California
$791K 8,899 +137 +2%
DW
25
Domani Wealth
Pennsylvania
$760K 8,546 -330 -4%
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