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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

55 hedge funds and large institutions have $79.9M invested in Invesco Zacks Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
–
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
17
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.25M
2
Raymond James Financial
Raymond James Financial
Florida
+$645K
3
Goldman Sachs
Goldman Sachs
New York
+$367K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$342K
5
FFA
Farther Finance Advisors
California
+$298K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.51M
2
IMC Chicago
IMC Chicago
Illinois
-$2.63M
3
LPL Financial
LPL Financial
California
-$1.04M
4
EWA
EP Wealth Advisors
California
-$834K
5
GS
GWN Securities
Florida
-$713K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.3M -$4.51M -42,279 -24%
LPL Financial
2
LPL Financial
California
$12.9M -$1.04M -9,722 -7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.66M -$161K -1,508 -2%
Wells Fargo
4
Wells Fargo
California
$4.04M +$1.25M +11,754 +45%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.15M -$271K -2,539 -8%
UBS Group
6
UBS Group
Switzerland
$2.91M +$170K +1,589 +6%
RA
7
Rodgers & Associates
Pennsylvania
$2.73M -$77.9K -730 -3%
Goldman Sachs
8
Goldman Sachs
New York
$2.7M +$367K +3,437 +16%
PSF
9
Pacific Sun Financial
California
$2.14M -$50.1K -470 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$2.1M +$645K +6,045 +44%
Ameriprise
11
Ameriprise
Minnesota
$1.85M -$8.96K -84 -0.5%
WDL
12
Well Done LLC
Michigan
$1.66M -$26.7K -250 -2%
Truist Financial
13
Truist Financial
North Carolina
$1.54M +$281K +2,634 +22%
DIP
14
Davis Investment Partners
North Carolina
$1.3M -$86.4K -800 -6%
EWA
15
EP Wealth Advisors
California
$1.3M -$834K -7,815 -39%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.05M -$34.1K -320 -3%
MML Investors Services
17
MML Investors Services
Massachusetts
$965K -$2.67K -25 -0.3%
Osaic Holdings
18
Osaic Holdings
Arizona
$894K +$254K +2,446 +40%
EH
19
Equitable Holdings
New York
$868K -$14.6K -137 -2%
SC
20
Savant Capital
Illinois
$809K – – –
JWCA
21
J.W. Cole Advisors
Florida
$756K -$59.9K -562 -7%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$751K -$45.3K -425 -6%
WH
23
Willner & Heller
California
$742K -$30.9K -290 -4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$718K -$30.9K -290 -4%
Citadel Advisors
25
Citadel Advisors
Florida
$710K -$90.6K -849 -11%
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