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Invesco Zacks Mid-Cap ETF (CZA) Institutional Ownership

Invesco Zacks Mid-Cap ETF logo
$109.59 -0.20 (-0.18%)
Closing price 04:10 PM Eastern
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As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Zacks Mid-Cap ETF (NYSEARCA:CZA)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$18.81M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$14.89M
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Skip Chart & View Institutional Buying and Selling Data

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
8/15/2025 Captrust Financial Advisors3,202$342K0.0%N/A0.189%
8/15/2025 EP Wealth Advisors LLC12,203$1.30M0.0%-39.0%0.722%
8/15/2025 Bank of America Corp DE6,101$651K0.0%+3.3%0.361%
8/14/2025 Raymond James Financial Inc.19,649$2.10M0.0%+44.4%1.163%
8/12/2025 J.W. Cole Advisors Inc.7,088$756K0.0%-7.3%0.419%
8/8/2025 Cetera Investment Advisers7,042$751K0.0%-5.7%0.412%
8/8/2025 Creative Planning5,277$563K0.0%+39.7%0.309%
8/1/2025 Envestnet Asset Management Inc.6,735$718K0.0%-4.1%0.394%
7/30/2025 Pacific Sun Financial Corp20,032$2.14M1.1%-2.3%1.171%
7/29/2025 Rodgers & Associates LTD25,626$2.73M0.3%-2.8%1.499%
7/28/2025 Harbour Investments Inc.292$31K0.0%-80.3%0.017%
7/28/2025 Axxcess Wealth Management LLC5,865$626K0.0%+23.0%0.343%
7/22/2025 Willner & Heller LLC6,954$742K0.6%-4.0%0.407%
7/21/2025 Ameritas Advisory Services LLC539$58K0.0%N/A0.032%
7/18/2025 Truist Financial Corp14,446$1.54M0.0%+22.3%0.845%
7/15/2025 Well Done LLC15,535$1.66M0.3%-1.6%0.908%
7/11/2025 Farther Finance Advisors LLC3,140$335K0.0%+804.9%0.184%
7/8/2025 Davis Investment Partners LLC12,075$1.30M0.5%-6.2%0.706%
5/16/2025 Goldman Sachs Group Inc.21,871$2.27M0.0%+33.6%1.279%
5/16/2025 Jones Financial Companies Lllp12,103$1.26M0.0%+666.0%0.680%
5/15/2025 EP Wealth Advisors LLC20,018$2.08M0.0%-1.6%1.125%
5/15/2025 Royal Bank of Canada10,124$1.05M0.0%+15.8%0.569%
5/7/2025 LPL Financial LLC130,453$13.55M0.0%-30.8%7.329%
5/7/2025 First Heartland Consultants Inc.2,091$217K0.0%-16.1%0.117%
5/5/2025 Hazlett Burt & Watson Inc.3,435$358K0.2%-11.0%0.193%
5/5/2025 Willner & Heller LLC7,244$753K0.7%-8.7%0.407%
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%
2/17/2025 Cetera Investment Advisers7,526$782K0.0%+4.5%0.376%
2/17/2025 Citadel Advisors LLC2,150$223K0.0%-45.7%0.108%
2/17/2025 Bank of America Corp DE6,293$654K0.0%-1.9%0.315%
2/13/2025 Mariner LLC2,060$214K0.0%-33.6%0.103%
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2/13/2025 Raymond James Financial Inc.13,844$1.44M0.0%N/A0.692%
2/13/2025 Wells Fargo & Company MN26,685$2.77M0.0%+2.5%1.334%
2/11/2025 LPL Financial LLC188,477$19.58M0.0%+4.0%9.424%
2/10/2025 Commonwealth Equity Services LLC82,789$8.60M0.0%+3.3%4.139%
2/7/2025 Independent Advisor Alliance5,682$590K0.0%N/A0.284%
2/6/2025 Raymond James Financial Inc.13,844$1.44M0.0%N/A0.692%
2/6/2025 Steward Partners Investment Advisory LLC763$79K0.0%-47.9%0.038%
2/6/2025 Jones 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%
2/3/2025 Private 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%
11/15/2024 MML Investors Services LLC8,261$895K0.0%-16.1%0.413%
11/12/2024 Nwam LLC16,738$1.81M0.1%N/A0.837%
11/5/2024 Savvy Advisors Inc.3,140$340K0.1%N/A0.157%
11/4/2024 Axxcess Wealth Management LLC6,065$657K0.0%+1.6%0.303%
10/30/2024 Hazlett 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%
10/22/2024 Private 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%
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%
8/19/2024 EP 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%
8/6/2024 Savant Capital LLC7,584$740K0.0%-11.9%0.379%
7/31/2024 Commonwealth 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%
7/19/2024 Willner & 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%
5/10/2024 Nwam LLC16,773$1.66M0.1%-4.3%0.839%
4/30/2024 Hazlett Burt & Watson Inc.4,121$420K0.3%-5.1%0.205%
4/29/2024 Commonwealth 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%
3/6/2024 Willner & Heller LLC8,213$771K0.9%N/A0.367%
2/28/2024 EP Wealth Advisors LLC20,737$1.95M0.0%-1.5%0.926%
2/12/2024Focus Financial Network Inc. ADV3,330$312K0.0%N/A0.149%
2/12/2024 Steward 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%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.tc pixel

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2/9/2024 Tidemark LLC3,570$335K0.2%N/A0.159%
2/8/2024 First 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%
2/6/2024 Private Advisor Group LLC2,703$254K0.0%-28.5%0.121%
2/5/2024 Savant 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%
(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, 57 institutional investors and hedge funds held shares of Invesco Zacks Mid-Cap ETF. The most heavily invested institutionals were LPL Financial LLC ($13.55M), 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 ($2.73M), and IMC Chicago LLC ($2.63M).Learn more on Invesco Zacks Mid-Cap ETF's institutional investors.

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

Of the 35 institutional investors that purchased Invesco Zacks Mid-Cap ETF's 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), Raymond James Financial Inc. ($33.73K), Nwam LLC ($16.74K), EP Wealth Advisors LLC ($15.38K), Silver Oak Securities Incorporated ($11.81K), and Jones Financial Companies Lllp ($11.53K).

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

Institutional investors have bought a total of 179,318 shares in the last 24 months. This purchase volume represents approximately $18.81M in transactions.

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

Of the 26 institutional investors that sold Invesco Zacks Mid-Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($58.02K), IMC Chicago LLC ($53.56K), EP Wealth Advisors LLC ($8.14K), Rodgers & Associates LTD ($4.16K), Davis Investment Partners LLC ($2.85K), Cambridge Investment Research Advisors Inc. ($1.84K), and Citadel Advisors LLC ($1.81K).

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

Institutional investors have sold a total of 142,816 shares in the last 24 months. This volume of shares sold represents approximately $14.89M in transactions.


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This page (NYSEARCA:CZA) was last updated on 8/28/2025 by MarketBeat.com Staff
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