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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

55 hedge funds and large institutions have $128M invested in Invesco Zacks Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
55
Holders Change
-6
Holders Change %
-9.84%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
10
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.7M
2
IMC Chicago
2
IMC Chicago
Illinois
$3.17M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$715K
4
CA
4
Cetera Advisors
Colorado
$555K
5
Truist Financial
5
Truist Financial
North Carolina
$1.19M

Top Sellers

1
JFG
1
Jefferies Financial Group
New York
$0
2
LPL Financial
2
LPL Financial
California
$19.1M
3
PCA
3
Pallas Capital Advisors
Massachusetts
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$820K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$802K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$56.7M 557,859 +291,843 +110%
LPL Financial
2
LPL Financial
California
$19.1M 187,717 -16,282 -8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.74M 76,104 -807 -1%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.73M 36,673 -1,370 -4%
IMC Chicago
5
IMC Chicago
Illinois
$3.17M 31,176 +31,176 New
RA
6
Rodgers & Associates
Pennsylvania
$3.06M 30,120 -3,169 -10%
Wells Fargo
7
Wells Fargo
California
$2.62M 25,813 -58 -0.2%
PSF
8
Pacific Sun Financial
California
$2.13M 20,952 – –
EWA
9
EP Wealth Advisors
California
$2.11M 20,737 – –
Ameriprise
10
Ameriprise
Minnesota
$1.86M 18,306 -3,685 -17%
WDL
11
Well Done LLC
Michigan
$1.69M 16,596 – –
NL
12
NWAM LLC
Washington
$1.66M 16,773 -746 -4%
DIP
13
Davis Investment Partners
North Carolina
$1.6M 16,225 – –
MML Investors Services
14
MML Investors Services
Massachusetts
$1.3M 12,752 -4,471 -26%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.27M 12,485 -2,116 -14%
Truist Financial
16
Truist Financial
North Carolina
$1.19M 11,657 +3,334 +40%
EAM
17
Empirical Asset Management
Massachusetts
$1.15M 11,302 -703 -6%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.04M 10,190 -664 -6%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1,000K 9,830 -229 -2%
Citadel Advisors
20
Citadel Advisors
Florida
$939K 9,231 +2,373 +35%
SC
21
Savant Capital
Illinois
$876K 8,612 – –
Bank of America
22
Bank of America
North Carolina
$856K 8,416 -8 -0.1%
EH
23
Equitable Holdings
New York
$844K 8,303 +100 +1%
WH
24
Willner & Heller
California
$838K 8,238 +25 +0.3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$820K 8,064 -4,813 -37%
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