Invesco Zacks Mid-Cap ETFCZAETF
13F holders, Q2 2024 (June 30)57holders +3
5new positions
1sold out
1famous investor
$94.26avg. 13F price*
At the end of Q2 2024, 57 institutions reported holding Invesco Zacks Mid-Cap ETF (CZA) in their 13F filings, up 3 from Q1 2024. 5 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($19.6M), Morgan Stanley ($16.9M) 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.4M |
| Exits | 1 | $1.7M |
All 13F filers, Q1 2024 → Q2 2024: 74,358 shares bought and 454,896 shares sold, net −380,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| LPL Financial LLC | 0.01% | Add +6.9% | 200,684 | $19.6M |
| Morgan Stanley | 0.00% | Reduce -69.0% | 172,665 | $16.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.9% | 79,036 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.6% | 35,341 | $3.5M |
| Rodgers & Associates, LTD | 0.37% | Reduce -1.1% | 29,785 | $2.9M |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 25,645 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +97.1% | 24,612 | $2.4M |
| Pacific Sun Financial Corp | 1.21% | No change | 20,952 | $2.0M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -1.9% | 20,342 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 18,320 | $1.8M |
| Well Done, LLC | 0.33% | Reduce -1.9% | 16,287 | $1.6M |
| Davis Investment Partners, LLC | 0.61% | Reduce -8.0% | 14,925 | $1.5M |
| IMC-Chicago, LLC | 0.04% | Reduce -61.5% | 11,991 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -1.8% | 11,450 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -22.8% | 9,842 | $961K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.8% | 9,363 | $914K |
| Willner & Heller, LLC | 0.74% | Reduce -4.3% | 7,886 | $770K |
| Old Mission Capital LLC | 0.02% | New | 7,850 | $766K |
| Equitable Holdings, Inc. | 0.01% | Reduce -7.4% | 7,690 | $751K |
| Savant Capital, LLC | 0.01% | Reduce -11.9% | 7,584 | $740K |
| Empirical Asset Management, LLC | 0.27% | Reduce -35.0% | 7,341 | $717K |
| Cetera Investment Advisers | 0.00% | Add +3.3% | 7,259 | $709K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.3% | 6,671 | $651K |
| Bank of America Corp. | 0.00% | Reduce -25.1% | 6,300 | $615K |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.1% | 6,224 | $608K |
| Colonial River Investments, LLC | 0.32% | Reduce -6.8% | 6,174 | $603K |
| Victory Financial Group, LLC | 0.28% | Reduce -5.7% | 6,073 | $593K |
| Axxcess Wealth Management, LLC | 0.02% | New | 5,971 | $583K |
| Raymond James & Associates | 0.00% | Reduce -1.8% | 5,432 | $530K |
| TNF LLC | 0.16% | No change | 4,342 | $434K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.0% | 4,220 | $412K |
| Hazlett, Burt & Watson, Inc. | 0.21% | No change | 4,121 | $403K |
| Citadel Advisors | 0.00% | Reduce -57.0% | 3,972 | $388K |
| Creative Planning | 0.00% | No change | 3,777 | $369K |
| Mission Wealth Management, LP | 0.01% | No change | 3,685 | $360K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.2% | 3,368 | $329K |
| Goldman Sachs Group Inc. | 0.00% | No change | 3,350 | $327K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.3% | 3,335 | $326K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +6.1% | 3,075 | $300K |
| UBS Group AG | 0.00% | Add +21.1% | 2,894 | $283K |
| Private Advisor Group, LLC | 0.00% | No change | 2,779 | $271K |
| First Heartland Consultants, Inc. | 0.02% | No change | 2,479 | $242K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.7% | 2,272 | $222K |
| Mariner, LLC | 0.00% | Reduce -6.0% | 2,080 | $203K |
| FMR LLC | 0.00% | No change | 1,799 | $176K |
| Harbour Investments, Inc. | 0.01% | No change | 1,556 | $152K |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.9% | 983 | $96K |
| Tidemark, LLC | 0.03% | Reduce -71.3% | 704 | $69K |
| Principal Securities, Inc. | 0.00% | No change | 410 | $40K |
| Strategic Financial Concepts, LLC | 0.02% | New | 31,143 | $31K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 232 | $23K |
| Spire Wealth Management | 0.00% | No change | 142 | $14K |
| Blair William & Co. | 0.00% | No change | 135 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.6% | 127 | $12K |
| International Assets Investment Management, LLC | 0.00% | New | 126 | $12K |
| 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.