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Invesco Zacks Mid-Cap ETF (CZA) Institutional Ownership

Invesco Zacks Mid-Cap ETF logo
$107.31
+0.12 (+0.11%)
(As of 12:37 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$41.14M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$6.54M
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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
11/4/2024Axxcess 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%
10/17/2024Well 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%
8/21/2024Truist Financial Corp11,450$1.12M0.0%-1.8%0.573%
8/19/2024EP Wealth Advisors LLC20,342$1.99M0.0%-1.9%1.017%
8/10/2024Axxcess Wealth Management LLC5,971$583K0.0%N/A0.299%
8/6/2024Strategic Financial Concepts LLC31,143$31K0.0%N/A1.557%
8/6/2024Savant Capital LLC7,584$740K0.0%-11.9%0.379%
7/31/2024Commonwealth 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%
7/22/2024Colonial 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%
7/19/2024Well 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%
5/10/2024Nwam 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%
3/6/2024 Willner & Heller LLC8,213$771K0.9%N/A0.367%
2/28/2024EP Wealth Advisors LLC20,737$1.95M0.0%-1.5%0.926%
2/12/2024Focus Financial Network Inc. ADV3,330$312K0.0%N/A0.149%
2/12/2024Steward 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%
2/9/2024Tidemark LLC3,570$335K0.2%N/A0.159%
2/8/2024First 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%
2/5/2024Savant 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%
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1/23/2024Colonial River Wealth Management LLC6,627$622K0.4%-19.1%0.296%
1/22/2024 Pallas Capital Advisors LLC7,661$719K0.0%N/A0.342%
1/16/2024Raymond James Financial Services Advisors Inc.10,059$944K0.0%-7.2%0.449%
1/16/2024Raymond James & Associates5,615$527K0.0%-3.3%0.251%
1/12/2024 Empirical Asset Management LLC12,005$1.13M0.9%-1.0%0.536%
11/24/2023EP Wealth Advisors LLC21,063$1.79M0.0%+270.6%0.940%
11/13/2023LPL Financial LLC213,326$18.17M0.0%-19.8%9.523%
11/13/2023Kestra Advisory Services LLC4,712$401K0.0%+16.1%0.210%
11/9/2023First Heartland Consultants Inc.2,810$239K0.0%-9.3%0.125%
11/8/2023Western 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%
11/3/2023Colonial 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%
10/17/2023Meridian Wealth Management LLC7,737$659K0.0%-3.9%0.345%
8/30/2023Western Wealth Management LLC2,885$257K0.0%+6.1%0.129%
8/10/2023Commonwealth Equity Services LLC74,136$6.62M0.0%+2.8%3.310%
8/10/2023Nwam LLC17,641$1.57M0.1%-3.4%0.788%
8/9/2023Flow Traders U.S. LLC2,281$204K0.0%-23.1%0.102%
8/8/2023Colonial River Wealth Management LLC8,866$791K0.5%-3.6%0.396%
8/4/2023Envestnet Asset Management Inc.14,505$1.30M0.0%-5.6%0.631%
8/4/2023Savant 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%
7/31/2023LPL Financial LLC266,112$23.75M0.0%-12.0%11.570%
7/25/2023Raymond James Financial Services Advisors Inc.10,874$970K0.0%-2.9%0.473%
7/25/2023Raymond 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%
6/5/2023EP 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%
5/10/2023LPL Financial LLC302,565$26.42M0.0%+13.4%12.986%
5/5/2023Colonial River Wealth Management LLC9,193$803K0.5%-4.4%0.395%
5/2/2023Birchcreek 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%
4/20/2023Well 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%
4/14/2023Raymond James Financial Services Advisors Inc.11,198$978K0.0%-9.2%0.481%
4/14/2023Raymond James & Associates5,651$493K0.0%-14.3%0.243%
2/14/2023 Davis Investment Partners LLC16,225$1.53M0.8%N/A0.688%
Rigged election? (Ad)

Porter Stansberry’s viral Breaking Point 2024 broadcast has now been by tens of thousands of Americans who finally understand the grim reality of our next election. With November 5 just around the corner, it’s imperative for your financial future that you read Porter’s message below now and then watch Breaking Point before it’s too late.

Watch this video, it is being taken down Monday night
2/13/2023Heritage Wealth Management LLC4,380$389K0.1%+100.0%0.186%
2/10/2023Colonial River Wealth Management LLC9,612$854K0.5%-6.0%0.407%
2/9/2023 IMC Chicago LLC13,570$1.21M0.0%N/A0.575%
2/8/2023Raymond 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%
2/7/2023LPL Financial LLC266,902$23.73M0.0%+5.6%11.309%
2/7/2023IFP Advisors Inc15,986$1.05M0.0%-4.1%0.677%
2/7/2023Envestnet Asset Management Inc.16,569$1.47M0.0%+13.5%0.702%
1/31/2023Kestra Advisory Services LLC4,787$426K0.0%-5.4%0.203%
(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, 45 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 ($7.72M), Cambridge Investment Research Advisors Inc. ($3.45M), Rodgers & Associates LTD ($3.20M), Pacific Sun Financial Corp ($2.24M), EP Wealth Advisors LLC ($1.99M), and Well Done LLC ($1.71M).Learn more on CZA's institutional investors.

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

Of the 34 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 ($49.80K), EP Wealth Advisors LLC ($35.46K), Strategic Financial Concepts LLC ($31.14K), Pacific Sun Financial Corp ($21.56K), Silver Oak Securities Incorporated ($20.56K), and Davis Investment Partners LLC ($16.23K).

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

Institutional investors have bought a total of 613,478 shares in the last 24 months. This purchase volume represents approximately $56.79M 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. ($12.02K), Rodgers & Associates LTD ($8.93K), Colonial River Wealth Management LLC ($4.05K), Empirical Asset Management LLC ($3.14K), Raymond James Financial Services Advisors Inc. ($2.24K), and Davis Investment Partners LLC ($2K).

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

Institutional investors have sold a total of 139,112 shares in the last 24 months. This volume of shares sold represents approximately $12.32M in transactions.


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This page (NYSEARCA:CZA) was last updated on 11/4/2024 by MarketBeat.com Staff
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