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Invesco Zacks Mid-Cap ETF

61 hedge funds and large institutions have $120M invested in Invesco Zacks Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $77.2M → $120M (+$43M)

24.03% more ownership

Funds ownership: 42.11%66.14% (+24%)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 6061 (+1)

41% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 22

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$39.9M +$39.7M +360,000 New
Morgan Stanley
2
Morgan Stanley
New York
$14.4M +$130K +1,176 +0.9%
LPL Financial
3
LPL Financial
California
$12.1M -$408K -3,696 -3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.24M -$303K -2,749 -4%
Wells Fargo
5
Wells Fargo
California
$4.02M -$83.2K -754 -2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.19M +$30.5K +276 +1%
IMC Chicago
7
IMC Chicago
Illinois
$3.1M +$1.31M +11,848 +73%
Raymond James Financial
8
Raymond James Financial
Florida
$2.69M +$605K +5,485 +29%
RA
9
Rodgers & Associates
Pennsylvania
$2.68M -$27.1K -246 -1%
PSF
10
Pacific Sun Financial
California
$2.17M -$27.6K -250 -1%
Truist Financial
11
Truist Financial
North Carolina
$1.9M +$222K +2,013 +13%
EAM
12
Empirical Asset Management
Massachusetts
$1.76M +$674K +6,105 +62%
WDL
13
Well Done LLC
Michigan
$1.72M
Ameriprise
14
Ameriprise
Minnesota
$1.71M -$130K -1,177 -7%
Goldman Sachs
15
Goldman Sachs
New York
$1.49M +$309K +2,798 +26%
DIP
16
Davis Investment Partners
North Carolina
$1.29M
EWA
17
EP Wealth Advisors
California
$1.26M +$1.26M +11,407 New
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$1.07M +$1.1K +10 +0.1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$998K -$287K -2,599 -22%
MML Investors Services
20
MML Investors Services
Massachusetts
$945K +$45.5K +412 +5%
Citadel Advisors
21
Citadel Advisors
Florida
$927K +$923K +8,365 New
QCM
22
Quantinno Capital Management
New York
$866K +$862K +7,815 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$817K -$14.1K -128 -2%
SC
24
Savant Capital
Illinois
$793K
Bank of America
25
Bank of America
North Carolina
$700K +$21.2K +192 +3%

CZA Hedge Fund Activity: Q4 2025 in Review

61 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q4 2025, worth a combined $120M — up 56% from $77.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CZA positions and 8 closed out — a net gain of 1 holder — while 13 added to existing stakes and 22 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $39.7M. The largest seller was Equitable Holdings, exiting entirely with an estimated $899K sold.

  • 61 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q4 2025, up from 60 in Q3 2025.
  • Funds reported $120M of Invesco Zacks Mid-Cap ETF stock for Q4 2025, up 56% quarter-over-quarter.
  • 9 funds opened new Invesco Zacks Mid-Cap ETF positions in Q4 2025 and 8 closed out, a net change of +1 holder.
  • The largest Invesco Zacks Mid-Cap ETF buyer in Q4 2025 was Toronto Dominion Bank, an estimated $39.7M added.
  • The largest Invesco Zacks Mid-Cap ETF seller in Q4 2025 was Equitable Holdings, an estimated $899K sold.

Based on aggregated 13F filings for Q4 2025.