Invesco Zacks Mid-Cap ETFCZAETF
13F holders, Q1 2024 (March 31)54holders
1famous investor
$101.61avg. 13F price*
At the end of Q1 2024, 54 institutions reported holding Invesco Zacks Mid-Cap ETF (CZA) in their 13F filings. The largest holders were Morgan Stanley ($56.7M), LPL Financial LLC ($19.1M) and Commonwealth Equity Services, LLC ($7.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Zacks Mid-Cap ETF
- CUSIP
- 46137Y401
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.9M |
| Exits | 7 | $53.8M |
Ownership 54 holders
| Morgan Stanley | 0.00% | Add +319.4% | 557,859 | $56.7M |
| LPL Financial LLC | 0.01% | Reduce -8.0% | 187,717 | $19.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.1% | 76,104 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.6% | 36,673 | $3.7M |
| IMC-Chicago, LLC | 0.11% | New | 31,176 | $3.2M |
| Rodgers & Associates, LTD | 0.39% | Reduce -9.5% | 30,120 | $3.1M |
| Wells Fargo & Company | 0.00% | Reduce -0.2% | 25,813 | $2.6M |
| Pacific Sun Financial Corp | 1.24% | No change | 20,952 | $2.1M |
| EP Wealth Advisors, LLC | 0.02% | No change | 20,737 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.8% | 18,306 | $1.9M |
| Well Done, LLC | 0.33% | No change | 16,596 | $1.7M |
| Nwam LLC | 0.13% | Reduce -4.3% | 16,773 | $1.7M |
| Davis Investment Partners, LLC | 0.70% | No change | 16,225 | $1.6M |
| MML Investors Services, LLC | 0.01% | Reduce -26.0% | 12,752 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -14.5% | 12,485 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +40.1% | 11,657 | $1.2M |
| Empirical Asset Management, LLC | 0.55% | Reduce -5.9% | 11,302 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -6.1% | 10,190 | $1.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.3% | 9,830 | $1000K |
| Citadel Advisors | 0.00% | Add +34.6% | 9,231 | $939K |
| Savant Capital, LLC | 0.01% | No change | 8,612 | $876K |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 8,416 | $856K |
| Equitable Holdings, Inc. | 0.01% | Add +1.2% | 8,303 | $844K |
| Willner & Heller, LLC | 0.83% | Add +0.3% | 8,238 | $838K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -37.4% | 8,064 | $820K |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.8% | 7,883 | $802K |
| Cetera Investment Advisers | 0.00% | New | 7,027 | $715K |
| Colonial River Investments, LLC | 0.38% | No change | 6,627 | $674K |
| Victory Financial Group, LLC | 0.39% | Reduce -34.0% | 6,439 | $655K |
| Raymond James & Associates | 0.00% | Reduce -1.4% | 5,534 | $563K |
| TNF LLC | 0.17% | No change | 4,342 | $423K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.6% | 4,137 | $421K |
| Hazlett, Burt & Watson, Inc. | 0.25% | Reduce -5.1% | 4,121 | $420K |
| Creative Planning | 0.00% | No change | 3,777 | $384K |
| Mission Wealth Management, LP | 0.01% | No change | 3,685 | $375K |
| Western Wealth Management, LLC | 0.03% | Add +2.2% | 3,408 | $347K |
| Goldman Sachs Group Inc. | 0.00% | No change | 3,350 | $341K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +19.9% | 2,898 | $295K |
| Private Advisor Group, LLC | 0.00% | Add +2.8% | 2,779 | $283K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -0.3% | 2,479 | $252K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.5% | 2,462 | $250K |
| Tidemark, LLC | 0.14% | Reduce -31.3% | 2,452 | $249K |
| UBS Group AG | 0.00% | Add +32.1% | 2,390 | $243K |
| Mariner, LLC | 0.00% | Reduce -1.2% | 2,214 | $225K |
| FMR LLC | 0.00% | Add +20.0% | 1,799 | $183K |
| Harbour Investments, Inc. | 0.01% | No change | 1,556 | $158K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.0% | 1,023 | $104K |
| Principal Securities, Inc. | 0.00% | No change | 410 | $42K |
| Retirement Group, LLC | 0.01% | No change | 241 | $24K |
| Spire Wealth Management | 0.00% | No change | 142 | $14K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 139 | $14K |
| Blair William & Co. | 0.00% | No change | 135 | $14K |
| NewEdge Advisors, LLC | 0.00% | No change | 31 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 30 | $3K |
"% of holder's portfolio" is CZA's weight in each manager's 13F, not the share of Invesco Zacks Mid-Cap ETF the manager owns.