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Invesco Zacks Mid-Cap ETF (CZA) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$41.98M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$10.05M
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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
5/24/2024 Cetera 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%
4/29/2024Commonwealth 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%
2/28/2024 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%
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%
1/22/2024 Pallas Capital Advisors LLC7,661$719K0.0%N/A0.342%
1/16/2024 Raymond James Financial Services Advisors Inc.10,059$944K0.0%-7.2%0.449%
1/16/2024 Raymond James & Associates5,615$527K0.0%-3.3%0.251%
1/12/2024 Empirical Asset Management LLC12,005$1.13M0.9%-1.0%0.536%
11/24/2023 EP Wealth Advisors LLC21,063$1.79M0.0%+270.6%0.940%
11/13/2023 LPL Financial LLC213,326$18.17M0.0%-19.8%9.523%
11/13/2023 Kestra Advisory Services LLC4,712$401K0.0%+16.1%0.210%
11/9/2023 First 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%
11/3/2023 Private Advisor Group LLC3,781$322K0.0%-7.1%0.169%
11/2/2023 Hazlett 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%
10/17/2023 Rodgers & Associates LTD33,473$2.85M0.4%-0.4%1.494%
10/17/2023 Meridian Wealth Management LLC7,737$659K0.0%-3.9%0.345%
8/30/2023 Western Wealth Management LLC2,885$257K0.0%+6.1%0.129%
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8/10/2023Commonwealth Equity Services LLC74,136$6.62M0.0%+2.8%3.310%
8/10/2023 Nwam LLC17,641$1.57M0.1%-3.4%0.788%
8/9/2023 Flow 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%
8/4/2023 Savant Capital LLC8,754$781K0.0%N/A0.381%
8/2/2023 Silver Oak Securities Incorporated8,755$781K0.1%N/A0.381%
8/1/2023 Empirical Asset Management LLC12,388$1.11M1.0%+4.6%0.539%
7/31/2023 LPL Financial LLC266,112$23.75M0.0%-12.0%11.570%
7/25/2023 Raymond James Financial Services Advisors Inc.10,874$970K0.0%-2.9%0.473%
7/25/2023 Raymond James & Associates5,926$529K0.0%+4.9%0.258%
7/14/2023 Cornerstone Wealth Management LLC2,940$262K0.0%-32.7%0.128%
7/13/2023 Zimmermann Investment Management & Planning LLC4,542$405K0.2%+9.1%0.197%
7/13/2023 Cambridge Investment Research Advisors Inc.45,238$4.04M0.0%+14.3%1.967%
7/12/2023 Pacific Sun Financial Corp21,556$1.88M1.3%N/A0.937%
6/5/2023 EP Wealth Advisors LLC20,076$1.35M0.0%N/A0.873%
5/11/2023 Cambridge Investment Research Advisors Inc.39,589$3.46M0.0%-4.3%1.699%
5/11/2023Commonwealth Equity Services LLC72,119$6.30M0.0%-0.9%3.095%
5/10/2023 Private Advisor Group LLC4,122$360K0.0%N/A0.177%
5/10/2023 LPL Financial LLC302,565$26.42M0.0%+13.4%12.986%
5/5/2023 Colonial River Wealth Management LLC9,193$803K0.5%-4.4%0.395%
5/2/2023 Birchcreek Wealth Management LLC5,326$465K0.4%N/A0.229%
4/28/2023 Ameritas Advisory Services LLC1,797$157K0.0%N/A0.077%
4/25/2023 Zimmermann Investment Management & Planning LLC4,165$364K0.2%N/A0.179%
4/20/2023 Well Done LLC16,596$1.45M0.3%-2.9%0.712%
4/18/2023 Empirical Asset Management LLC11,845$1.03M1.0%-20.3%0.508%
4/18/2023 Rodgers & Associates LTD33,696$2.94M0.5%-8.6%1.446%
4/14/2023 Raymond James Financial Services Advisors Inc.11,198$978K0.0%-9.2%0.481%
4/14/2023 Raymond James & Associates5,651$493K0.0%-14.3%0.243%
2/14/2023 Davis Investment Partners LLC16,225$1.53M0.8%N/A0.688%
2/13/2023 Heritage Wealth Management LLC4,380$389K0.1%+100.0%0.186%
2/10/2023 Colonial River Wealth Management LLC9,612$854K0.5%-6.0%0.407%
2/9/2023 IMC Chicago LLC13,570$1.21M0.0%N/A0.575%
2/8/2023 Raymond James Financial Services Advisors Inc.12,338$1.10M0.0%+5.6%0.523%
2/8/2023 Cambridge Investment Research Advisors Inc.41,352$3.68M0.0%-0.9%1.752%
2/7/2023Commonwealth Equity Services LLC72,754$6.47M0.0%+2.3%3.083%
2/7/2023 LPL Financial LLC266,902$23.73M0.0%+5.6%11.309%
2/7/2023IFP Advisors Inc15,986$1.05M0.0%-4.1%0.677%
2/7/2023 Envestnet Asset Management Inc.16,569$1.47M0.0%+13.5%0.702%
1/31/2023 Kestra Advisory Services LLC4,787$426K0.0%-5.4%0.203%
1/24/2023 Clear Creek Financial Management LLC2,290$204K0.0%N/A0.097%
1/23/2023Domani Wealth LLC8,546$760K0.2%-3.7%0.362%
1/13/2023 Rodgers & Associates LTD36,865$3.28M0.5%-5.1%1.562%
12/2/2022 EP Wealth Advisors LLC23,649$1.89M0.0%-4.1%1.002%
11/15/2022Commonwealth Equity Services LLC71,112$5.69M0.0%-0.7%3.013%
11/14/2022 MML Investors Services LLC20,355$1.63M0.0%+8.0%0.863%
11/8/2022IFP Advisors Inc16,667$1.10M0.0%+1.6%0.706%
11/7/2022 Western Wealth Management LLC3,974$318K0.0%+62.9%0.168%
11/1/2022 Kestra Advisory Services LLC5,059$404K0.0%-6.8%0.215%
11/1/2022 McClarren Financial Advisors Inc.518$41K0.0%N/A0.022%
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10/25/2022 Raymond James & Associates7,386$591K0.0%+7.5%0.313%
10/20/2022 Hazlett Burt & Watson Inc.4,079$326K0.3%-11.2%0.173%
10/19/2022 Empirical Asset Management LLC14,861$1.19M1.3%-4.2%0.630%
10/18/2022Domani Wealth LLC8,876$710K0.2%-1.4%0.376%
10/17/2022 Rodgers & Associates LTD38,864$3.11M0.6%-0.4%1.647%
10/17/2022 Cambridge Investment Research Advisors Inc.41,707$3.34M0.0%+1.7%1.767%
10/14/2022 Private Advisor Group LLC4,061$325K0.0%-6.9%0.172%
8/16/2022 Colonial River Wealth Management LLC10,733$900K0.6%-23.2%0.463%
8/15/2022 Heritage Wealth Management LLC2,190$184K0.1%N/A0.094%
8/13/2022 Flow Traders U.S. LLC2,901$243K0.0%-67.4%0.125%
(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, 48 institutional investors and hedge funds held shares of Invesco Zacks Mid-Cap ETF. The most heavily invested institutionals were LPL Financial LLC ($18.17M), Commonwealth Equity Services LLC ($7.74M), Empowered Funds LLC ($4.51M), Cambridge Investment Research Advisors Inc. ($3.73M), Rodgers & Associates LTD ($3.06M), Pacific Sun Financial Corp ($1.97M), and EP Wealth Advisors LLC ($1.95M).Learn more on CZA's institutional investors.

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

Of the 38 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), LPL Financial LLC ($64.68K), Empowered Funds LLC ($53.76K), EP Wealth Advisors LLC ($35.46K), Pacific Sun Financial Corp ($21.56K), Davis Investment Partners LLC ($16.23K), and IMC Chicago LLC ($13.57K).

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

Institutional investors have bought a total of 658,311 shares in the last 24 months. This purchase volume represents approximately $59.66M in transactions.

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

Of the 27 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), Cambridge Investment Research Advisors Inc. ($10.68K), Rodgers & Associates LTD ($10.17K), Colonial River Wealth Management LLC ($6.84K), Flow Traders U.S. LLC ($6.68K), Empirical Asset Management LLC ($4.70K), and Raymond James Financial Services Advisors Inc. ($2.24K).

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

Institutional investors have sold a total of 146,300 shares in the last 24 months. This volume of shares sold represents approximately $12.79M in transactions.


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This page (NYSEARCA:CZA) was last updated on 6/2/2024 by MarketBeat.com Staff

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