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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

56 hedge funds and large institutions have $87.9M invested in Invesco Zacks Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
–
Holders Change %
0%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NL
1
NWAM LLC
Washington
$1.81M
2
SOS
2
Silver Oak Securities
Tennessee
$1.28M
3
Goldman Sachs
3
Goldman Sachs
New York
$903K
4
SAI
4
Savvy Advisors Inc
New York
$340K
5
CCFM
5
Clear Creek Financial Management
Washington
$207K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$19.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.23M
3
IMC Chicago
3
IMC Chicago
Illinois
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
EAM
5
Empirical Asset Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$19.6M 181,287 -19,397 -10%
Morgan Stanley
2
Morgan Stanley
New York
$18.5M 170,735 -1,930 -1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.68M 80,137 +1,101 +1%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.74M 34,550 -791 -2%
RA
5
Rodgers & Associates
Pennsylvania
$3.2M 29,505 -280 -0.9%
Wells Fargo
6
Wells Fargo
California
$2.82M 26,026 +381 +1%
PSF
7
Pacific Sun Financial
California
$2.24M 20,662 -290 -1%
EWA
8
EP Wealth Advisors
California
$2.2M 20,342 – –
Ameriprise
9
Ameriprise
Minnesota
$1.94M 17,932 -388 -2%
NL
10
NWAM LLC
Washington
$1.81M 16,738 +16,738 New
WDL
11
Well Done LLC
Michigan
$1.71M 15,785 -502 -3%
DIP
12
Davis Investment Partners
North Carolina
$1.53M 14,225 -700 -5%
SOS
13
Silver Oak Securities
Tennessee
$1.28M 11,808 +11,808 New
Truist Financial
14
Truist Financial
North Carolina
$1.24M 11,450 – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.23M 11,310 -13,302 -54%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$919K 8,490 -873 -9%
Goldman Sachs
17
Goldman Sachs
New York
$903K 8,339 +4,989 +149%
EH
18
Equitable Holdings
New York
$896K 8,270 +580 +8%
MML Investors Services
19
MML Investors Services
Massachusetts
$895K 8,261 -1,581 -16%
WH
20
Willner & Heller
California
$854K 7,886 – –
SC
21
Savant Capital
Illinois
$821K 7,584 – –
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$780K 7,199 -60 -0.8%
Osaic Holdings
23
Osaic Holdings
Arizona
$711K 6,564 +340 +5%
Bank of America
24
Bank of America
North Carolina
$695K 6,418 +118 +2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$693K 6,401 -270 -4%
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