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Invesco Zacks Mid-Cap ETF

56 hedge funds and large institutions have $82.1M invested in Invesco Zacks Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 29 reducing their positions, and 1 closing their positions.

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
29
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$19.6M 200,684 +12,967 +7%
Morgan Stanley
2
Morgan Stanley
New York
$16.9M 172,665 -385,194 -69%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.72M 79,036 +2,932 +4%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.45M 35,341 -1,332 -4%
RA
5
Rodgers & Associates
Pennsylvania
$2.91M 29,785 -335 -1%
Wells Fargo
6
Wells Fargo
California
$2.5M 25,645 -168 -0.7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.4M 24,612 +12,127 +97%
PSF
8
Pacific Sun Financial
California
$2.05M 20,952
EWA
9
EP Wealth Advisors
California
$1.99M 20,342 -395 -2%
Ameriprise
10
Ameriprise
Minnesota
$1.79M 18,320 +14 +0.1%
WDL
11
Well Done LLC
Michigan
$1.59M 16,287 -309 -2%
DIP
12
Davis Investment Partners
North Carolina
$1.49M 14,925 -1,300 -8%
IMC Chicago
13
IMC Chicago
Illinois
$1.17M 11,991 -19,185 -62%
Truist Financial
14
Truist Financial
North Carolina
$1.12M 11,450 -207 -2%
MML Investors Services
15
MML Investors Services
Massachusetts
$961K 9,842 -2,910 -23%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$914K 9,363 -467 -5%
WH
17
Willner & Heller
California
$770K 7,886 -352 -4%
OMC
18
Old Mission Capital
Illinois
$766K 7,850 +7,850 New
EH
19
Equitable Holdings
New York
$751K 7,690 -613 -7%
SC
20
Savant Capital
Illinois
$740K 7,584 -1,028 -12%
EAM
21
Empirical Asset Management
Massachusetts
$717K 7,341 -3,961 -35%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$709K 7,259 +232 +3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$651K 6,671 -1,393 -17%
Bank of America
24
Bank of America
North Carolina
$615K 6,300 -2,116 -25%
Osaic Holdings
25
Osaic Holdings
Arizona
$608K 6,224 -1,659 -21%