Free Trial
→ Trump’s issues shocking Executive Order on U.S. Dollar (From Banyan Hill Publishing) (Ad)tc pixel Free CZA Stock Alerts

Invesco Zacks Mid-Cap ETF (CZA) Institutional Ownership

Invesco Zacks Mid-Cap ETF logo
$122.08 -0.02 (-0.01%)
As of 01:31 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$50.30M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$5.35M
Get CZA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Zacks Mid-Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CZA Institutional Buying and Selling by Quarter

Invesco Zacks Mid-Cap ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026Citadel Advisors LLC5,941$729K0.0%+2.0%0.393%
7/8/2026First Heartland Consultants Inc.1,699$208K0.0%N/A0.113%
7/7/2026Willner & Heller LLC5,464$670K0.4%-6.5%0.359%
5/19/2026Bank of America Corp DE6,180$681K0.0%-2.2%0.389%
5/18/2026Royal Bank of Canada9,613$1.06M0.0%+6.6%0.605%
5/13/2026Cetera Investment Advisers8,048$887K0.0%+9.1%0.506%
5/5/2026IMC Chicago LLC35,329$3.89M0.0%+26.2%2.222%
4/30/2026Kestra Advisory Services LLC3,199$352K0.0%-9.2%0.201%
4/28/2026Whittier Trust Co.582$65K0.0%N/A0.037%
4/27/2026Baer Investment Advisory LLC4,177$460K0.1%N/A0.258%
4/27/2026Private Advisor Group LLC2,167$239K0.0%-9.1%0.134%
4/20/2026Davis Investment Partners LLC11,475$1.26M0.4%-0.9%0.708%
2/19/2026Axxcess Wealth Management LLC5,294$587K0.0%+18.5%0.325%
2/18/2026EP Wealth Advisors LLC11,407$1.26M0.0%N/A0.700%
2/18/2026Toronto Dominion Bank360,000$39.89M0.1%N/A22.086%
2/17/2026Cetera Investment Advisers7,377$817K0.0%-1.7%0.453%
2/17/2026Osaic Holdings Inc.3,934$436K0.0%-26.2%0.241%
2/17/2026Royal Bank of Canada9,014$998K0.0%-22.4%0.553%
2/16/2026MML Investors Services LLC8,529$945K0.0%+5.1%0.523%
2/13/2026Quattro Advisors LLC2,318$257K0.2%N/A0.142%
2/13/2026Wells Fargo & Company MN36,269$4.02M0.0%-2.0%2.225%
2/12/2026Commonwealth Equity Services LLC74,342$8.24M0.0%-3.6%4.561%
2/11/2026LPL Financial LLC108,857$12.06M0.0%-3.3%6.678%
2/11/2026J.W. Cole Advisors Inc.6,295$697K0.0%-3.6%0.386%
2/10/2026Goldman Sachs Group Inc.13,477$1.49M0.0%+26.2%0.827%
2/6/2026Empirical Asset Management LLC15,926$1.77M0.3%+62.2%0.977%
2/6/2026Axxcess Wealth Management LLC5,294$587K0.0%+18.5%0.325%
2/5/2026Mission Wealth Management LP3,177$352K0.0%-13.8%0.195%
2/5/2026Pacific Sun Financial Corp19,562$2.17M1.0%-1.3%1.200%
2/4/2026Colonial River Investments LLC5,294$587K0.2%-4.9%0.323%
2/2/2026Truist Financial Corp17,139$1.90M0.0%+13.3%1.045%
1/29/2026IMC Chicago LLC27,990$3.10M0.0%+73.4%1.707%
1/22/2026Rodgers & Associates LTD24,216$2.68M0.3%-1.0%1.477%
1/20/2026Sovran Advisors LLC1,792$206K0.0%N/A0.109%
1/15/2026Victory Financial Group LLC4,289$475K0.1%-17.8%0.262%
1/12/2026Willner & Heller LLC6,108$677K0.5%-10.6%0.372%
11/17/2025Susquehanna International Group LLP7,329$805K0.0%+15.1%0.439%
11/17/2025Ameriprise Financial Inc.16,644$1.83M0.0%-4.2%0.997%
11/14/2025Creative Planning2,846$313K0.0%-46.1%0.170%
11/14/2025Raymond James Financial Inc.18,796$2.07M0.0%-4.3%1.126%
Why Some AI Stocks Already Surged Over 300 Percent (Ad)

Jason Bodner's system flagged Nvidia before a 7000 percent run, Super Micro Computer before a 2600 percent run, and Vertiv before a 1900 percent run. Now he's tracking a radical light-speed technology that could make AI 100 times faster and 100 times more energy efficient. Stocks tied to it have already climbed 133 percent, 217 percent, and 320 percent.tc pixel

See the light-speed AI technology and get Jason's number one pick free
11/13/2025Pacific Sun Financial Corp19,812$2.18M1.1%-1.1%1.186%
11/13/2025UBS Group AG7,634$839K0.0%-72.0%0.457%
11/12/2025Empirical Asset Management LLC9,821$1.08M0.2%N/A0.588%
11/10/2025Clearstead Advisors LLC321$35K0.0%N/A0.019%
11/7/2025Axxcess Wealth Management LLC4,467$491K0.0%-23.8%0.267%
11/5/2025Rodgers & Associates LTD24,462$2.69M0.3%-4.5%1.465%
11/5/2025Savant Capital LLC7,159$786K0.0%-5.6%0.429%
11/5/2025J.W. Cole Advisors Inc.6,533$718K0.0%-7.8%0.391%
11/5/2025Envestnet Asset Management Inc.5,825$640K0.0%-13.5%0.349%
11/4/2025Compass Financial Services Inc388$43K0.0%N/A0.023%
11/4/2025IMC Chicago LLC16,142$1.77M0.0%N/A0.967%
11/4/2025Jones Financial Companies Lllp4,539$495K0.0%+25.4%0.272%
11/3/2025Truist Financial Corp15,126$1.66M0.0%+4.7%0.906%
10/29/2025Wealth Enhancement Advisory Services LLC9,403$1.03M0.0%N/A0.563%
10/22/2025Commonwealth Equity Services LLC77,091$8.47M0.0%-5.1%4.616%
10/20/2025Davis Investment Partners LLC11,575$1.27M0.4%-4.1%0.693%
10/16/2025Willner & Heller LLC6,829$750K0.6%-1.8%0.409%
9/4/2025Osaic Holdings Inc.5,375$574K0.0%-12.6%0.318%
8/15/2025Captrust Financial Advisors3,202$342K0.0%N/A0.189%
8/15/2025EP Wealth Advisors LLC12,203$1.30M0.0%-39.0%0.722%
8/15/2025Bank of America Corp DE6,101$651K0.0%+3.3%0.361%
8/14/2025Raymond James Financial Inc.19,649$2.10M0.0%+44.4%1.163%
8/12/2025J.W. Cole Advisors Inc.7,088$756K0.0%-7.3%0.419%
8/8/2025Cetera Investment Advisers7,042$751K0.0%-5.7%0.412%
8/8/2025Creative Planning5,277$563K0.0%+39.7%0.309%
8/1/2025Envestnet Asset Management Inc.6,735$718K0.0%-4.1%0.394%
7/30/2025Pacific Sun Financial Corp20,032$2.14M1.1%-2.3%1.171%
7/29/2025Rodgers & Associates LTD25,626$2.73M0.3%-2.8%1.499%
7/28/2025Harbour Investments Inc.292$31K0.0%-80.3%0.017%
7/28/2025Axxcess Wealth Management LLC5,865$626K0.0%+23.0%0.343%
7/22/2025Willner & Heller LLC6,954$742K0.6%-4.0%0.407%
7/21/2025Ameritas Advisory Services LLC539$58K0.0%N/A0.032%
7/18/2025Truist Financial Corp14,446$1.54M0.0%+22.3%0.845%
7/15/2025Well Done LLC15,535$1.66M0.3%-1.6%0.908%
7/11/2025Farther Finance Advisors LLC3,140$335K0.0%+804.9%0.184%
7/8/2025Davis Investment Partners LLC12,075$1.30M0.5%-6.2%0.706%
5/16/2025Goldman Sachs Group Inc.21,871$2.27M0.0%+33.6%1.279%
5/16/2025Jones Financial Companies Lllp12,103$1.26M0.0%+666.0%0.680%
5/15/2025EP Wealth Advisors LLC20,018$2.08M0.0%-1.6%1.125%
5/15/2025Royal Bank of Canada10,124$1.05M0.0%+15.8%0.569%
5/7/2025LPL Financial LLC130,453$13.55M0.0%-30.8%7.329%
5/7/2025First Heartland Consultants Inc.2,091$217K0.0%-16.1%0.117%
5/5/2025Hazlett Burt & Watson Inc.3,435$358K0.2%-11.0%0.193%
5/5/2025Willner & Heller LLC7,244$753K0.7%-8.7%0.407%
4/30/2025Axxcess Wealth Management LLC4,767$495K0.0%-21.3%0.268%
4/29/2025Envestnet Asset Management Inc.7,025$730K0.0%+9.1%0.395%
4/25/2025Colonial River Investments LLC5,865$609K0.3%-3.2%0.329%
4/23/2025Western Wealth Management LLC2,801$291K0.0%-14.8%0.156%
4/22/2025Flagship Harbor Advisors LLC2,653$276K0.0%-11.5%0.147%
4/22/2025Rodgers & Associates LTD26,356$2.74M0.3%-6.3%1.464%
Trump goes "all-in" on Grand Canyon energy breakthrough (Ad)

A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years. While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million. One company controls the entire supply chain behind this discovery.tc pixel

See the ticker behind this Grand Canyon energy breakthrough now
4/22/2025Cambridge Investment Research Advisors Inc.32,023$3.33M0.0%-5.4%1.779%
4/15/2025Davis Investment Partners LLC12,875$1.26M0.5%-7.2%0.715%
4/14/2025Farther Finance Advisors LLC347$36K0.0%N/A0.019%
4/14/2025IMC 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%


CZA Institutional Ownership - Frequently Asked Questions

During the previous two years, 59 institutional investors and hedge funds held shares of Invesco Zacks Mid-Cap ETF. The most heavily invested institutionals were Toronto Dominion Bank ($39.89M), LPL Financial LLC ($12.06M), Commonwealth Equity Services LLC ($8.24M), Wells Fargo & Company MN ($4.02M), IMC Chicago LLC ($3.89M), Cambridge Investment Research Advisors Inc. ($3.33M), and Strategic Financial Concepts LLC ($3.32M).Learn more on Invesco Zacks Mid-Cap ETF's institutional investors.

Of the 38 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: Toronto Dominion Bank ($360K), Strategic Financial Concepts LLC ($63.92K), IMC Chicago LLC ($35.33K), Raymond James Financial Inc. ($33.73K), Nwam LLC ($16.74K), Empirical Asset Management LLC ($15.93K), and Jones Financial Companies Lllp ($12.45K).

Institutional investors have bought a total of 454,166 shares in the last 24 months. This purchase volume represents approximately $50.30M in transactions.

Of the 24 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: UBS Group AG ($19.60K), Commonwealth Equity Services LLC ($6.88K), LPL Financial LLC ($3.70K), Royal Bank of Canada ($2.60K), Creative Planning ($2.43K), Rodgers & Associates LTD ($1.41K), and Axxcess Wealth Management LLC ($1.40K).

Institutional investors have sold a total of 48,561 shares in the last 24 months. This volume of shares sold represents approximately $5.35M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CZA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
From Our Partners
YFT Could Be Building the Future of Drug Discovery!
MindWalk Holdings (NASDAQ: HYFT) is applying AI to drug discovery, and its customer base already includes 19 o...
Trading Wire | Sponsoredtc pixel
Why Some AI Stocks Already Surged Over 300 Percent
Jason Bodner's system flagged Nvidia before a 7000 percent run, Super Micro Computer before a 2600 percent run...
Brownstone Research | Sponsoredtc pixel
A new income category is drawing serious money - here's why
Forbes recently called a new category of exchange-traded income funds a 'golden era,' and Bloomberg noted the ...
Investors Alley | Sponsoredtc pixel
Undiscovered Sub-$1 Gold-Silver Royalty Stock Takes Flight
A small-cap gold and silver royalty company is generating record revenue from producing mines, yet shares stil...
Digest Publishing | Sponsoredtc pixel
Trump’s issues shocking Executive Order on U.S. Dollar
Three days into his second term, President Trump signed Executive Order 14178 a move the press barely covered....
Banyan Hill Publishing | Sponsoredtc pixel
Bezos… DOOMED?
A single FCC filing hints Elon Musk is planning his biggest project yet - bigger than Tesla, SpaceX, and X com...
Paradigm Press | Sponsoredtc pixel
$29.97... or free today
Bill Poulos's report, The Trading For Income System, normally sells for $29.97. Today, it's free through this ...
Profits Run | Sponsoredtc pixel
The oil check Munger called his best deal
Charlie Munger's $1,000 oil investment in 1962 later paid about $70,000 a year, totaling roughly $1 million ov...
The Oxford Club | Sponsoredtc pixel