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Invesco Zacks Mid-Cap ETF

52 hedge funds and large institutions have $72M invested in Invesco Zacks Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$18.2M 213,326 -52,786 -20%
Morgan Stanley
2
Morgan Stanley
New York
$11M 128,731 +18,199 +16%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.49M 76,181 +2,045 +3%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.33M 39,115 -6,123 -14%
RA
5
Rodgers & Associates
Pennsylvania
$2.85M 33,473 -130 -0.4%
Wells Fargo
6
Wells Fargo
California
$2.37M 27,796 +402 +1%
Ameriprise
7
Ameriprise
Minnesota
$1.89M 22,130 +767 +4%
PSF
8
Pacific Sun Financial
California
$1.8M 21,156 -400 -2%
EWA
9
EP Wealth Advisors
California
$1.79M 21,063 +15,380 +271%
MML Investors Services
10
MML Investors Services
Massachusetts
$1.7M 19,977 +113 +0.6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.64M 19,250 -7,866 -29%
IMC Chicago
12
IMC Chicago
Illinois
$1.51M 17,696 +17,696 New
NL
13
NWAM LLC
Washington
$1.49M 17,528 -113 -0.6%
WDL
14
Well Done LLC
Michigan
$1.41M 16,596
DIP
15
Davis Investment Partners
North Carolina
$1.36M 16,225
Osaic Holdings
16
Osaic Holdings
Arizona
$1.32M 15,463 +1,658 +12%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.13M 13,317 -1,188 -8%
EAM
18
Empirical Asset Management
Massachusetts
$1.03M 12,130 -258 -2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$923K 10,837 -37 -0.3%
Bank of America
20
Bank of America
North Carolina
$796K 9,341 -1,679 -15%
SC
21
Savant Capital
Illinois
$746K 8,754
Truist Financial
22
Truist Financial
North Carolina
$709K 8,323 +8,323 New
CRI
23
Colonial River Investments
Virginia
$698K 8,193 -673 -8%
MWM
24
Meridian Wealth Management
Kentucky
$659K 7,737 -313 -4%
EH
25
Equitable Holdings
New York
$635K 7,453 +1,943 +35%