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Invesco Zacks Mid-Cap ETF

61 hedge funds and large institutions have $145M invested in Invesco Zacks Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
+9
Holders Change %
+17.31%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
11
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JFG
1
Jefferies Financial Group
New York
$52.5M 560,000 +560,000 New
Morgan Stanley
2
Morgan Stanley
New York
$25M 266,016 +137,285 +107%
LPL Financial
3
LPL Financial
California
$19.1M 203,999 -9,327 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.22M 76,911 +730 +1%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.57M 38,043 -1,072 -3%
RA
6
Rodgers & Associates
Pennsylvania
$3.12M 33,289 -184 -0.5%
Wells Fargo
7
Wells Fargo
California
$2.43M 25,871 -1,925 -7%
Ameriprise
8
Ameriprise
Minnesota
$2.06M 21,991 -139 -0.6%
PSF
9
Pacific Sun Financial
California
$1.97M 20,952 -204 -1%
EWA
10
EP Wealth Advisors
California
$1.95M 20,737 -326 -2%
NL
11
NWAM LLC
Washington
$1.64M 17,519 -9 -0.1%
MML Investors Services
12
MML Investors Services
Massachusetts
$1.62M 17,223 -2,754 -14%
WDL
13
Well Done LLC
Michigan
$1.56M 16,596
DIP
14
Davis Investment Partners
North Carolina
$1.5M 16,225
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.37M 14,601 -4,649 -24%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.21M 12,877 -440 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.19M 12,670 -2,793 -18%
EAM
18
Empirical Asset Management
Massachusetts
$1.13M 12,005 -125 -1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.02M 10,854 +10,854 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$944K 10,059 -778 -7%
VFG
21
Victory Financial Group
Texas
$915K 9,758 +9,758 New
SC
22
Savant Capital
Illinois
$808K 8,612 -142 -2%
Bank of America
23
Bank of America
North Carolina
$790K 8,424 -917 -10%
Truist Financial
24
Truist Financial
North Carolina
$781K 8,323
WH
25
Willner & Heller
California
$771K 8,213 +8,213 New