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Invesco Zacks Mid-Cap ETF

60 hedge funds and large institutions have $77.2M invested in Invesco Zacks Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 28 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

9% more funds holding

Funds holding: 5560 (+5)

3% less capital invested

Capital invested by funds: $79.6M → $77.2M (-$2.34M)

1.5% less ownership

Funds ownership: 43.61%42.11% (-1.5%)

71% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 28

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
28
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.2M -$567K -5,240 -4%
LPL Financial
2
LPL Financial
California
$12.4M -$885K -8,178 -7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.47M -$447K -4,131 -5%
Wells Fargo
4
Wells Fargo
California
$4.07M -$94.3K -871 -2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.13M -$106K -984 -3%
RA
6
Rodgers & Associates
Pennsylvania
$2.69M -$126K -1,164 -5%
PSF
7
Pacific Sun Financial
California
$2.18M -$23.8K -220 -1%
Raymond James Financial
8
Raymond James Financial
Florida
$2.06M -$92.3K -853 -4%
Ameriprise
9
Ameriprise
Minnesota
$1.83M -$78.8K -728 -4%
IMC Chicago
10
IMC Chicago
Illinois
$1.77M +$1.75M +16,142 New
WDL
11
Well Done LLC
Michigan
$1.71M
Truist Financial
12
Truist Financial
North Carolina
$1.66M +$73.6K +680 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.28M +$196K +1,809 +18%
DIP
14
Davis Investment Partners
North Carolina
$1.27M -$54.1K -500 -4%
Goldman Sachs
15
Goldman Sachs
New York
$1.17M -$1.58M -14,629 -58%
EAM
16
Empirical Asset Management
Massachusetts
$1.08M +$1.06M +9,821 New
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$1.03M +$1.02M +9,403 New
EH
18
Equitable Holdings
New York
$899K +$4.98K +46 +0.6%
MML Investors Services
19
MML Investors Services
Massachusetts
$892K -$101K -929 -10%
UBS Group
20
UBS Group
Switzerland
$839K -$2.12M -19,600 -72%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$825K +$50.1K +463 +7%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$805K +$104K +962 +15%
SC
23
Savant Capital
Illinois
$786K
WH
24
Willner & Heller
California
$750K -$13.5K -125 -2%
JWCA
25
J.W. Cole Advisors
Florida
$718K -$60.1K -555 -8%

CZA Hedge Fund Activity: Q3 2025 in Review

60 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q3 2025, worth a combined $77.2M — down 2.9% from $79.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CZA positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 28 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $1.75M. The largest seller was UBS Group, cutting an estimated $2.12M.

  • 60 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q3 2025, up from 55 in Q2 2025.
  • Funds reported $77.2M of Invesco Zacks Mid-Cap ETF stock for Q3 2025, down 2.9% quarter-over-quarter.
  • 7 funds opened new Invesco Zacks Mid-Cap ETF positions in Q3 2025 and 1 closed out, a net change of +6 holders.
  • The largest Invesco Zacks Mid-Cap ETF buyer in Q3 2025 was IMC Chicago, an estimated $1.75M added.
  • The largest Invesco Zacks Mid-Cap ETF seller in Q3 2025 was UBS Group, an estimated $2.12M sold.

Based on aggregated 13F filings for Q3 2025.