Free Trial
→ Man Who Called Nvidia at $1.10 Says Buy This Now... (From The Oxford Club) (Ad)tc pixel Free CZA Stock Alerts

Invesco Zacks Mid-Cap ETF (CZA) Institutional Ownership

Invesco Zacks Mid-Cap ETF logo
$108.48 -0.88 (-0.80%)
Closing price 04:10 PM Eastern
Extended Trading
$108.49 +0.01 (+0.01%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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
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
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 to Excel
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%
The day and month stocks are most likely to crash next (Ad)

Good News for Stocks 50-year Wall Street veteran, Marc Chaikin is stepping forward to share why history gives him 90% historical confidence that stocks will end 2025 up. However, he also has bad news: the same data also tells him the REAL market crash will likely arrive in 2026.tc pixel

Click here to see the month and day he estimates it will begin
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%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.tc pixel

Click here to see why Tesla's about to prove everyone wrong... again.
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.


Related Companies

This page (NYSEARCA:CZA) was last updated on 9/2/2025 by MarketBeat.com Staff
From Our Partners
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsoredtc pixel
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsoredtc pixel
The day and month stocks are most likely to crash next
Good News for Stocks 50-year Wall Street veteran, Marc Chaikin is stepping forward to share why history giv...
Chaikin Analytics | Sponsoredtc pixel
Leaked Gov’t Memo Reveals $100 Trillion Deadline
Only Days Left to Claim Your Share of Trump's $100T Play Trump's economic blueprint is about to go live, an...
Stansberry Research | Sponsoredtc pixel
What Steve Bannon revealed about Trump’s gold play
A Trump advisor just said 3 words that could reset the dollar. It’s a gold move nobody saw coming—and your ...
Reagan Gold Group | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
2013 Bitcoin miner reveals his trading system (free)
While everyone else is gambling on meme coins or chasing the next "100x moonshot," our members are systematica...
Crypto Swap Profits | Sponsoredtc pixel
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsoredtc pixel