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Invesco Zacks Mid-Cap ETF (CZA) Institutional Ownership

Invesco Zacks Mid-Cap ETF logo
$117.18 +0.35 (+0.30%)
As of 10:21 AM 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)
25
Total
Institutional Inflows
(last 12 months)
$52.00M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$6.77M
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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
5/19/2026 Bank of America Corp DE6,180$681K0.0%-2.2%0.389%
5/18/2026 Royal Bank of Canada9,613$1.06M0.0%+6.6%0.605%
5/13/2026 Cetera Investment Advisers8,048$887K0.0%+9.1%0.506%
5/5/2026 IMC Chicago LLC35,329$3.89M0.0%+26.2%2.222%
4/30/2026 Kestra Advisory Services LLC3,199$352K0.0%-9.2%0.201%
4/28/2026 Whittier Trust Co.582$65K0.0%N/A0.037%
4/27/2026 Baer Investment Advisory LLC4,177$460K0.1%N/A0.258%
4/27/2026 Private Advisor Group LLC2,167$239K0.0%-9.1%0.134%
4/20/2026 Davis Investment Partners LLC11,475$1.26M0.4%-0.9%0.708%
2/19/2026 Axxcess Wealth Management LLC5,294$587K0.0%+18.5%0.325%
2/18/2026 EP Wealth Advisors LLC11,407$1.26M0.0%N/A0.700%
2/18/2026 Toronto Dominion Bank360,000$39.89M0.1%N/A22.086%
2/17/2026 Cetera Investment Advisers7,377$817K0.0%-1.7%0.453%
2/17/2026 Osaic Holdings Inc.3,934$436K0.0%-26.2%0.241%
2/17/2026 Royal Bank of Canada9,014$998K0.0%-22.4%0.553%
2/16/2026 MML Investors Services LLC8,529$945K0.0%+5.1%0.523%
2/13/2026 Quattro Advisors LLC2,318$257K0.2%N/A0.142%
2/13/2026 Wells Fargo & Company MN36,269$4.02M0.0%-2.0%2.225%
2/12/2026 Commonwealth Equity Services LLC74,342$8.24M0.0%-3.6%4.561%
2/11/2026 LPL Financial LLC108,857$12.06M0.0%-3.3%6.678%
2/11/2026 J.W. Cole Advisors Inc.6,295$697K0.0%-3.6%0.386%
2/10/2026 Goldman Sachs Group Inc.13,477$1.49M0.0%+26.2%0.827%
2/6/2026 Empirical Asset Management LLC15,926$1.77M0.3%+62.2%0.977%
2/6/2026 Axxcess Wealth Management LLC5,294$587K0.0%+18.5%0.325%
2/5/2026 Mission Wealth Management LP3,177$352K0.0%-13.8%0.195%
2/5/2026 Pacific Sun Financial Corp19,562$2.17M1.0%-1.3%1.200%
2/4/2026 Colonial River Investments LLC5,294$587K0.2%-4.9%0.323%
2/2/2026 Truist Financial Corp17,139$1.90M0.0%+13.3%1.045%
1/29/2026 IMC Chicago LLC27,990$3.10M0.0%+73.4%1.707%
1/22/2026 Rodgers & Associates LTD24,216$2.68M0.3%-1.0%1.477%
1/20/2026 Sovran Advisors LLC1,792$206K0.0%N/A0.109%
1/15/2026 Victory Financial Group LLC4,289$475K0.1%-17.8%0.262%
1/12/2026 Willner & Heller LLC6,108$677K0.5%-10.6%0.372%
11/17/2025 Susquehanna International Group LLP7,329$805K0.0%+15.1%0.439%
11/17/2025 Ameriprise Financial Inc.16,644$1.83M0.0%-4.2%0.997%
11/14/2025 Creative Planning2,846$313K0.0%-46.1%0.170%
11/14/2025 Raymond James Financial Inc.18,796$2.07M0.0%-4.3%1.126%
11/13/2025 Pacific Sun Financial Corp19,812$2.18M1.1%-1.1%1.186%
11/13/2025 UBS Group AG7,634$839K0.0%-72.0%0.457%
11/12/2025 Empirical Asset Management LLC9,821$1.08M0.2%N/A0.588%
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11/10/2025 Clearstead Advisors LLC321$35K0.0%N/A0.019%
11/7/2025 Axxcess Wealth Management LLC4,467$491K0.0%-23.8%0.267%
11/5/2025 Rodgers & Associates LTD24,462$2.69M0.3%-4.5%1.465%
11/5/2025 Savant Capital LLC7,159$786K0.0%-5.6%0.429%
11/5/2025 J.W. Cole Advisors Inc.6,533$718K0.0%-7.8%0.391%
11/5/2025 Envestnet Asset Management Inc.5,825$640K0.0%-13.5%0.349%
11/4/2025 Compass Financial Services Inc388$43K0.0%N/A0.023%
11/4/2025 IMC Chicago LLC16,142$1.77M0.0%N/A0.967%
11/4/2025 Jones Financial Companies Lllp4,539$495K0.0%+25.4%0.272%
11/3/2025 Truist Financial Corp15,126$1.66M0.0%+4.7%0.906%
10/29/2025 Wealth Enhancement Advisory Services LLC9,403$1.03M0.0%N/A0.563%
10/22/2025 Commonwealth Equity Services LLC77,091$8.47M0.0%-5.1%4.616%
10/20/2025 Davis Investment Partners LLC11,575$1.27M0.4%-4.1%0.693%
10/16/2025 Willner & Heller LLC6,829$750K0.6%-1.8%0.409%
9/4/2025 Osaic Holdings Inc.5,375$574K0.0%-12.6%0.318%
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%
5/16/2025Goldman 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%
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%
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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%
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%


CZA Institutional Ownership - Frequently Asked Questions

During the previous two years, 60 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 36 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 ($95.06K), 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 470,359 shares in the last 24 months. This purchase volume represents approximately $52.00M in transactions.

Of the 27 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), EP Wealth Advisors LLC ($7.82K), Commonwealth Equity Services LLC ($6.88K), LPL Financial LLC ($3.70K), Royal Bank of Canada ($2.60K), Creative Planning ($2.43K), and Osaic Holdings Inc. ($2.17K).

Institutional investors have sold a total of 61,902 shares in the last 24 months. This volume of shares sold represents approximately $6.77M in transactions.


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This page (NYSEARCA:CZA) was last updated on 5/26/2026 by MarketBeat.com Staff.
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