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Invesco Zacks Mid-Cap ETF (CZA) Institutional Ownership

Invesco Zacks Mid-Cap ETF logo
$107.39 +1.58 (+1.49%)
Closing price 04:10 PM Eastern
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$107.41 +0.02 (+0.02%)
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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)
$17.80M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$14.05M
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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
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%
5/5/2025 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%
4/23/2025Western 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%
2/17/2025Citadel 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%
2/10/2025 Commonwealth Equity Services LLC82,789$8.60M0.0%+3.3%4.139%
2/7/2025Independent Advisor Alliance5,682$590K0.0%N/A0.284%
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2/6/2025Raymond James Financial Inc.13,844$1.44M0.0%N/A0.692%
2/6/2025Steward Partners Investment Advisory LLC763$79K0.0%-47.9%0.038%
2/6/2025Jones 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%
2/3/2025Private 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%
11/15/2024MML 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%
10/22/2024Private 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%
8/19/2024EP 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%
2/28/2024EP 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%
2/7/2024Principal Securities Inc.410$38K0.0%N/A0.018%
2/6/2024Private Advisor Group LLC2,703$254K0.0%-28.5%0.121%
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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%
1/16/2024Raymond 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%
(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, 55 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 33 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. ($27.69K), 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 169,875 shares in the last 24 months. This purchase volume represents approximately $17.80M in transactions.

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

Of the 25 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), Rodgers & Associates LTD ($4.16K), Davis Investment Partners LLC ($2.85K), Cambridge Investment Research Advisors Inc. ($1.84K), Citadel Advisors LLC ($1.81K), and MML Investors Services LLC ($1.58K).

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

Institutional investors have sold a total of 135,041 shares in the last 24 months. This volume of shares sold represents approximately $14.05M in transactions.


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This page (NYSEARCA:CZA) was last updated on 8/12/2025 by MarketBeat.com Staff
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