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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

55 hedge funds and large institutions have $86.2M invested in Invesco Zacks Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMC Chicago
1
IMC Chicago
Illinois
$1.86M
2
Raymond James Financial
2
Raymond James Financial
Florida
$1.44M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.7M
4
LPL Financial
4
LPL Financial
California
$19.6M
5
VFG
5
Victory Financial Group
Texas
$645K

Top Sellers

1
NL
1
NWAM LLC
Washington
$0
2
SOS
2
Silver Oak Securities
Tennessee
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$908K
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$223K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$19.6M 188,477 +7,190 +4%
Morgan Stanley
2
Morgan Stanley
New York
$17.8M 171,655 +920 +0.5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.6M 82,789 +2,652 +3%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.52M 33,859 -691 -2%
RA
5
Rodgers & Associates
Pennsylvania
$2.92M 28,135 -1,370 -5%
Wells Fargo
6
Wells Fargo
California
$2.77M 26,685 +659 +3%
PSF
7
Pacific Sun Financial
California
$2.14M 20,552 -110 -0.5%
EWA
8
EP Wealth Advisors
California
$2.11M 20,342 – –
Ameriprise
9
Ameriprise
Minnesota
$1.87M 18,009 +77 +0.4%
IMC Chicago
10
IMC Chicago
Illinois
$1.86M 17,946 +17,946 New
WDL
11
Well Done LLC
Michigan
$1.71M 15,785 – –
Goldman Sachs
12
Goldman Sachs
New York
$1.7M 16,368 +8,029 +96%
Raymond James Financial
13
Raymond James Financial
Florida
$1.44M 13,844 +13,844 New
DIP
14
Davis Investment Partners
North Carolina
$1.42M 13,875 -350 -2%
Truist Financial
15
Truist Financial
North Carolina
$1.17M 11,242 -208 -2%
MML Investors Services
16
MML Investors Services
Massachusetts
$927K 8,925 +664 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$908K 8,743 -2,567 -23%
Osaic Holdings
18
Osaic Holdings
Arizona
$907K 8,720 +2,156 +33%
EH
19
Equitable Holdings
New York
$878K 8,454 +184 +2%
WH
20
Willner & Heller
California
$824K 7,932 +46 +0.6%
SC
21
Savant Capital
Illinois
$788K 7,584 – –
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$782K 7,526 +327 +5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$669K 6,437 +36 +0.6%
Bank of America
24
Bank of America
North Carolina
$654K 6,293 -125 -2%
VFG
25
Victory Financial Group
Texas
$645K 6,205 +6,205 New
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