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Invesco Zacks Mid-Cap ETF

55 hedge funds and large institutions have $79.6M invested in Invesco Zacks Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 5555 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1.51% less ownership

Funds ownership: 45.12%43.61% (-1.5%)

6% less capital invested

Capital invested by funds: $84.3M → $79.6M (-$4.73M)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
16
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.3M -$4.33M -42,279 -24%
LPL Financial
2
LPL Financial
California
$12.9M -$995K -9,722 -7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.66M -$154K -1,508 -2%
Wells Fargo
4
Wells Fargo
California
$4.04M +$1.2M +11,754 +45%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.15M -$260K -2,539 -8%
UBS Group
6
UBS Group
Switzerland
$2.91M +$163K +1,589 +6%
RA
7
Rodgers & Associates
Pennsylvania
$2.73M -$74.7K -730 -3%
Goldman Sachs
8
Goldman Sachs
New York
$2.7M +$352K +3,437 +16%
PSF
9
Pacific Sun Financial
California
$2.14M -$48.1K -470 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$2.1M +$619K +6,045 +44%
Ameriprise
11
Ameriprise
Minnesota
$1.85M -$8.6K -84 -0.5%
WDL
12
Well Done LLC
Michigan
$1.66M -$25.6K -250 -2%
Truist Financial
13
Truist Financial
North Carolina
$1.54M +$270K +2,634 +22%
DIP
14
Davis Investment Partners
North Carolina
$1.3M -$81.9K -800 -6%
EWA
15
EP Wealth Advisors
California
$1.3M -$800K -7,815 -39%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.05M -$32.8K -320 -3%
MML Investors Services
17
MML Investors Services
Massachusetts
$965K -$2.56K -25 -0.3%
EH
18
Equitable Holdings
New York
$868K -$14K -137 -2%
SC
19
Savant Capital
Illinois
$764K -$43.5K -425 -6%
JWCA
20
J.W. Cole Advisors
Florida
$756K -$57.5K -562 -7%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$751K -$43.5K -425 -6%
WH
22
Willner & Heller
California
$742K -$29.7K -290 -4%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$718K -$29.7K -290 -4%
Citadel Advisors
24
Citadel Advisors
Florida
$710K -$86.9K -849 -11%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$679K +$134K +1,313 +26%

CZA Hedge Fund Activity: Q2 2025 in Review

55 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q2 2025, worth a combined $79.6M — down 5.6% from $84.3M a quarter earlier.

Fund positioning in CZA was balanced in Q2 2025: 3 funds opened new positions, 3 closed out, 16 added to existing stakes and 25 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.2M. The largest seller was Morgan Stanley, cutting an estimated $4.33M.

  • 55 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $79.6M of Invesco Zacks Mid-Cap ETF stock for Q2 2025, down 5.6% quarter-over-quarter.
  • 3 funds opened new Invesco Zacks Mid-Cap ETF positions in Q2 2025 and 3 closed out, a net change of 0 holders.
  • The largest Invesco Zacks Mid-Cap ETF buyer in Q2 2025 was Wells Fargo, an estimated $1.2M added.
  • The largest Invesco Zacks Mid-Cap ETF seller in Q2 2025 was Morgan Stanley, an estimated $4.33M sold.

Based on aggregated 13F filings for Q2 2025.