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Invesco Zacks Mid-Cap ETF (CZA) Institutional Ownership

Invesco Zacks Mid-Cap ETF logo
$102.53 +1.75 (+1.74%)
As of 05/2/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco Zacks Mid-Cap ETF (NYSEARCA:CZA)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$19.54M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$8.22M
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CZA Institutional Buying and Selling by Quarter

Invesco Zacks Mid-Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025 Axxcess Wealth Management LLC4,767$495K0.0%-21.3%0.268%
4/29/2025 Envestnet Asset Management Inc.7,025$730K0.0%+9.1%0.395%
4/25/2025 Colonial River Investments LLC5,865$609K0.3%-3.2%0.329%
4/23/2025 Western Wealth Management LLC2,801$291K0.0%-14.8%0.156%
4/22/2025 Flagship Harbor Advisors LLC2,653$276K0.0%-11.5%0.147%
4/22/2025 Rodgers & Associates LTD26,356$2.74M0.3%-6.3%1.464%
4/22/2025 Cambridge Investment Research Advisors Inc.32,023$3.33M0.0%-5.4%1.779%
4/15/2025 Davis Investment Partners LLC12,875$1.26M0.5%-7.2%0.715%
4/14/2025 Farther Finance Advisors LLC347$36K0.0%N/A0.019%
4/14/2025 IMC Chicago LLC25,289$2.63M0.0%-67.9%1.405%
2/17/2025Cetera Investment Advisers7,526$782K0.0%+4.5%0.376%
2/17/2025Citadel Advisors LLC2,150$223K0.0%-45.7%0.108%
2/17/2025Bank of America Corp DE6,293$654K0.0%-1.9%0.315%
2/13/2025Mariner LLC2,060$214K0.0%-33.6%0.103%
2/13/2025Raymond James Financial Inc.13,844$1.44M0.0%N/A0.692%
2/13/2025Wells Fargo & Company MN26,685$2.77M0.0%+2.5%1.334%
2/11/2025LPL Financial LLC188,477$19.58M0.0%+4.0%9.424%
2/10/2025Commonwealth Equity Services LLC82,789$8.60M0.0%+3.3%4.139%
2/7/2025Independent Advisor Alliance5,682$590K0.0%N/A0.284%
2/6/2025Raymond James Financial Inc.13,844$1.44M0.0%N/A0.692%
2/6/2025Steward Partners Investment Advisory LLC763$79K0.0%-47.9%0.038%
2/6/2025Jones Financial Companies Lllp1,580$164K0.0%+174.8%0.079%
2/4/2025 Colonial River Investments LLC6,059$629K0.3%-1.9%0.303%
2/3/2025 Pacific Sun Financial Corp20,552$2.14M1.2%-0.5%1.028%
2/3/2025Private Advisor Group LLC2,735$284K0.0%+6.1%0.137%
1/31/2025 Truist Financial Corp11,242$1.17M0.0%-1.8%0.562%
1/30/2025 Strategic Financial Concepts LLC31,958$3.32M0.1%N/A1.598%
1/28/2025 Strategic Financial Concepts LLC31,958$3.32M0.0%N/A1.598%
1/21/2025 Rodgers & Associates LTD28,135$2.92M0.3%-4.6%1.407%
1/13/2025 Davis Investment Partners LLC13,875$1.42M0.6%-2.5%0.694%
11/15/2024MML Investors Services LLC8,261$895K0.0%-16.1%0.413%
11/12/2024Nwam LLC16,738$1.81M0.1%N/A0.837%
11/5/2024Savvy Advisors Inc.3,140$340K0.1%N/A0.157%
11/4/2024 Axxcess Wealth Management LLC6,065$657K0.0%+1.6%0.303%
10/30/2024Hazlett Burt & Watson Inc.3,859$418K0.2%-6.4%0.193%
10/29/2024 Clear Creek Financial Management LLC1,912$207K0.0%N/A0.096%
10/23/2024 Silver Oak Securities Incorporated11,808$1.28M0.1%N/A0.590%
10/22/2024Private Advisor Group LLC2,577$279K0.0%-7.3%0.129%
10/21/2024 Rodgers & Associates LTD29,505$3.20M0.4%-0.9%1.475%
10/17/2024 Well Done LLC15,785$1.71M0.3%-3.1%0.789%
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10/9/2024 Pacific Sun Financial Corp20,662$2.24M1.2%-1.4%1.033%
10/7/2024 Davis Investment Partners LLC14,225$1.53M0.6%-4.7%0.711%
8/21/2024 Truist Financial Corp11,450$1.12M0.0%-1.8%0.573%
8/19/2024EP Wealth Advisors LLC20,342$1.99M0.0%-1.9%1.017%
8/10/2024 Axxcess Wealth Management LLC5,971$583K0.0%N/A0.299%
8/6/2024 Strategic Financial Concepts LLC31,143$31K0.0%N/A1.557%
8/6/2024Savant Capital LLC7,584$740K0.0%-11.9%0.379%
7/31/2024Commonwealth Equity Services LLC79,036$7.72M0.0%+3.9%3.952%
7/26/2024 Cambridge Investment Research Advisors Inc.35,341$3.45M0.0%-3.6%1.767%
7/22/2024 Colonial River Wealth Management LLC6,174$603K0.3%-6.8%0.309%
7/19/2024Willner & Heller LLC7,886$770K0.7%-4.3%0.394%
7/19/2024 Davis Investment Partners LLC14,925$1.49M0.6%-8.0%0.746%
7/19/2024 Well Done LLC16,287$1.59M0.3%-1.9%0.814%
5/24/2024Cetera Advisors LLC5,462$555K0.0%N/A0.273%
5/10/2024 Rodgers & Associates LTD30,120$3.06M0.4%-9.5%1.506%
5/10/2024Nwam LLC16,773$1.66M0.1%-4.3%0.839%
4/30/2024Hazlett Burt & Watson Inc.4,121$420K0.3%-5.1%0.205%
4/29/2024Commonwealth Equity Services LLC76,104$7.74M0.0%-1.0%3.786%
4/25/2024 Cambridge Investment Research Advisors Inc.36,673$3.73M0.0%-3.6%1.825%
3/6/2024Willner & Heller LLC8,213$771K0.9%N/A0.367%
2/28/2024EP Wealth Advisors LLC20,737$1.95M0.0%-1.5%0.926%
2/12/2024Focus Financial Network Inc. ADV3,330$312K0.0%N/A0.149%
2/12/2024Steward Partners Investment Advisory LLC2,526$237K0.0%-7.9%0.113%
2/9/2024 Cambridge Investment Research Advisors Inc.38,043$3.57M0.0%-2.7%1.698%
2/9/2024Tidemark LLC3,570$335K0.2%N/A0.159%
2/8/2024First Heartland Consultants Inc.2,487$233K0.0%-11.5%0.111%
2/8/2024 Pacific Sun Financial Corp20,952$1.97M1.2%-1.0%0.935%
2/7/2024 Principal Securities Inc.410$38K0.0%N/A0.018%
2/6/2024Private Advisor Group LLC2,703$254K0.0%-28.5%0.121%
2/5/2024Savant Capital LLC8,612$808K0.0%-1.6%0.384%
2/2/2024 Rodgers & Associates LTD33,289$3.12M0.4%-0.5%1.486%
1/25/2024 International Assets Investment Management LLC3,551$333K0.0%N/A0.159%
1/24/2024 International Assets Investment Management LLC333,127$31.25M0.0%N/A14.872%
1/23/2024 Colonial River Wealth Management LLC6,627$622K0.4%-19.1%0.296%
1/22/2024 Pallas Capital Advisors LLC7,661$719K0.0%N/A0.342%
1/16/2024Raymond James Financial Services Advisors Inc.10,059$944K0.0%-7.2%0.449%
1/16/2024Raymond James & Associates5,615$527K0.0%-3.3%0.251%
1/12/2024Empirical Asset Management LLC12,005$1.13M0.9%-1.0%0.536%
11/24/2023EP Wealth Advisors LLC21,063$1.79M0.0%+270.6%0.940%
11/13/2023LPL Financial LLC213,326$18.17M0.0%-19.8%9.523%
11/13/2023Kestra Advisory Services LLC4,712$401K0.0%+16.1%0.210%
11/9/2023First Heartland Consultants Inc.2,810$239K0.0%-9.3%0.125%
11/8/2023 Western Wealth Management LLC3,276$279K0.0%+13.6%0.146%
11/7/2023 Cornerstone Wealth Management LLC2,547$217K0.0%-13.4%0.114%
11/4/2023 Aspire Private Capital LLC350$30K0.0%N/A0.016%
11/3/2023 Colonial River Wealth Management LLC8,193$698K0.5%-7.6%0.366%
11/3/2023Private Advisor Group LLC3,781$322K0.0%-7.1%0.169%
11/2/2023Hazlett Burt & Watson Inc.4,338$369K0.3%+6.3%0.194%
10/24/2023 Cambridge Investment Research Advisors Inc.39,115$3.33M0.0%-13.5%1.746%
10/23/2023Commonwealth Equity Services LLC76,181$6.49M0.0%+2.8%3.401%
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10/17/2023 Rodgers & Associates LTD33,473$2.85M0.4%-0.4%1.494%
10/17/2023Meridian Wealth Management LLC7,737$659K0.0%-3.9%0.345%
8/30/2023 Western Wealth Management LLC2,885$257K0.0%+6.1%0.129%
8/10/2023Commonwealth Equity Services LLC74,136$6.62M0.0%+2.8%3.310%
8/10/2023Nwam LLC17,641$1.57M0.1%-3.4%0.788%
8/9/2023Flow Traders U.S. LLC2,281$204K0.0%-23.1%0.102%
8/8/2023 Colonial River Wealth Management LLC8,866$791K0.5%-3.6%0.396%
8/4/2023 Envestnet Asset Management Inc.14,505$1.30M0.0%-5.6%0.631%
8/4/2023Savant Capital LLC8,754$781K0.0%N/A0.381%
8/2/2023 Silver Oak Securities Incorporated8,755$781K0.1%N/A0.381%
(Data available from 1/1/2016 forward)

CZA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CZA shares?

During the previous two years, 52 institutional investors and hedge funds held shares of Invesco Zacks Mid-Cap ETF. The most heavily invested institutionals were LPL Financial LLC ($19.58M), Commonwealth Equity Services LLC ($8.60M), Cambridge Investment Research Advisors Inc. ($3.33M), Strategic Financial Concepts LLC ($3.32M), Wells Fargo & Company MN ($2.77M), Rodgers & Associates LTD ($2.74M), and IMC Chicago LLC ($2.63M).Learn more on CZA's institutional investors.

Which institutional investors have been buying Invesco Zacks Mid-Cap ETF stock?

Of the 34 institutional investors that purchased Invesco Zacks Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($336.68K), Strategic Financial Concepts LLC ($95.06K), LPL Financial LLC ($42.85K), EP Wealth Advisors LLC ($35.46K), Raymond James Financial Inc. ($27.69K), Pacific Sun Financial Corp ($21.56K), and Silver Oak Securities Incorporated ($20.56K).

How much institutional buying is happening at Invesco Zacks Mid-Cap ETF?

Institutional investors have bought a total of 676,303 shares in the last 24 months. This purchase volume represents approximately $64.44M in transactions.

Which Invesco Zacks Mid-Cap ETF major shareholders have been selling company stock?

Of the 33 institutional investors that sold Invesco Zacks Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($89.24K), IMC Chicago LLC ($53.56K), Cambridge Investment Research Advisors Inc. ($13.50K), Rodgers & Associates LTD ($6.91K), Colonial River Wealth Management LLC ($3.44K), Davis Investment Partners LLC ($3.35K), and Cornerstone Wealth Management LLC ($1.82K).

How much institutional selling is happening at Invesco Zacks Mid-Cap ETF?

Institutional investors have sold a total of 192,539 shares in the last 24 months. This volume of shares sold represents approximately $18.12M in transactions.


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This page (NYSEARCA:CZA) was last updated on 5/3/2025 by MarketBeat.com Staff
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