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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

55 hedge funds and large institutions have $84.3M invested in Invesco Zacks Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 26 reducing their positions, and 3 closing their positions.

Holders
55
Holders Change
–
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.66M
2
JWCA
2
J.W. Cole Advisors
Florida
$795K
3
IMC Chicago
3
IMC Chicago
Illinois
$2.63M
4
GS
4
GWN Securities
Florida
$713K
5
Goldman Sachs
5
Goldman Sachs
New York
$2.27M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.6M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
SAI
3
Savvy Advisors Inc
New York
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$640K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.33M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.3M 176,573 +4,918 +3%
LPL Financial
2
LPL Financial
California
$13.6M 130,453 -58,024 -31%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.6M 82,730 -59 -0.1%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.33M 32,023 -1,836 -5%
RA
5
Rodgers & Associates
Pennsylvania
$2.74M 26,356 -1,779 -6%
Wells Fargo
6
Wells Fargo
California
$2.72M 26,140 -545 -2%
UBS Group
7
UBS Group
Switzerland
$2.66M 25,645 +24,161 +1,628%
IMC Chicago
8
IMC Chicago
Illinois
$2.63M 25,289 +7,343 +41%
Goldman Sachs
9
Goldman Sachs
New York
$2.27M 21,871 +5,503 +34%
PSF
10
Pacific Sun Financial
California
$2.13M 20,502 -50 -0.2%
EWA
11
EP Wealth Advisors
California
$2.08M 20,018 -324 -2%
Ameriprise
12
Ameriprise
Minnesota
$1.81M 17,456 -553 -3%
WDL
13
Well Done LLC
Michigan
$1.64M 15,785 – –
Raymond James Financial
14
Raymond James Financial
Florida
$1.41M 13,604 -240 -2%
DIP
15
Davis Investment Partners
North Carolina
$1.26M 12,875 -1,000 -7%
Truist Financial
16
Truist Financial
North Carolina
$1.23M 11,812 +570 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.05M 10,124 +1,381 +16%
MML Investors Services
18
MML Investors Services
Massachusetts
$942K 9,071 +146 +2%
EH
19
Equitable Holdings
New York
$859K 8,271 -183 -2%
JWCA
20
J.W. Cole Advisors
Florida
$795K 7,650 +7,650 New
SC
21
Savant Capital
Illinois
$788K 7,584 – –
Citadel Advisors
22
Citadel Advisors
Florida
$780K 7,509 +5,359 +249%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$776K 7,467 -59 -0.8%
WH
24
Willner & Heller
California
$753K 7,244 -688 -9%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$730K 7,025 +588 +9%
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