Invesco Zacks Mid-Cap ETFCZAETF
13F holders, Q3 2024 (September 30)56holders −1
6new positions
6sold out
1famous investor
$108.28avg. 13F price*
At the end of Q3 2024, 56 institutions reported holding Invesco Zacks Mid-Cap ETF (CZA) in their 13F filings, down 1 from Q2 2024. 6 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($19.6M), Morgan Stanley ($18.5M) and Commonwealth Equity Services, LLC ($8.7M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.7M |
| Exits | 6 | $2.7M |
All 13F filers, Q2 2024 → Q3 2024: 43,249 shares bought and 102,403 shares sold, net −59,154 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| LPL Financial LLC | 0.01% | Reduce -9.7% | 181,287 | $19.6M |
| Morgan Stanley | 0.00% | Reduce -1.1% | 170,735 | $18.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.4% | 80,137 | $8.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.2% | 34,550 | $3.7M |
| Rodgers & Associates, LTD | 0.38% | Reduce -0.9% | 29,505 | $3.2M |
| Wells Fargo & Company | 0.00% | Add +1.5% | 26,026 | $2.8M |
| Pacific Sun Financial Corp | 1.23% | Reduce -1.4% | 20,662 | $2.2M |
| EP Wealth Advisors, LLC | 0.02% | No change | 20,342 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.1% | 17,932 | $1.9M |
| Nwam LLC | 0.11% | New | 16,738 | $1.8M |
| Well Done, LLC | 0.31% | Reduce -3.1% | 15,785 | $1.7M |
| Davis Investment Partners, LLC | 0.64% | Reduce -4.7% | 14,225 | $1.5M |
| Silver Oak Securities, Incorporated | 0.13% | New | 11,808 | $1.3M |
| Truist Financial Corp. | 0.00% | No change | 11,450 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -54.0% | 11,310 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -9.3% | 8,490 | $919K |
| Goldman Sachs Group Inc. | 0.00% | Add +148.9% | 8,339 | $903K |
| Equitable Holdings, Inc. | 0.01% | Add +7.5% | 8,270 | $896K |
| MML Investors Services, LLC | 0.00% | Reduce -16.1% | 8,261 | $895K |
| Willner & Heller, LLC | 0.76% | No change | 7,886 | $854K |
| Savant Capital, LLC | 0.01% | No change | 7,584 | $821K |
| Cetera Investment Advisers | 0.00% | Reduce -0.8% | 7,199 | $780K |
| Osaic Holdings, Inc. | 0.00% | Add +5.5% | 6,564 | $711K |
| Bank of America Corp. | 0.00% | Add +1.9% | 6,418 | $695K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.0% | 6,401 | $693K |
| Colonial River Investments, LLC | 0.33% | No change | 6,174 | $669K |
| Axxcess Wealth Management, LLC | 0.02% | Add +1.6% | 6,065 | $657K |
| Raymond James & Associates | 0.00% | Reduce -1.1% | 5,372 | $582K |
| TNF LLC | 0.17% | No change | 4,342 | $473K |
| Kestra Advisory Services, LLC | 0.00% | No change | 4,220 | $457K |
| Citadel Advisors | 0.00% | Reduce -0.3% | 3,959 | $429K |
| Hazlett, Burt & Watson, Inc. | 0.19% | Reduce -6.4% | 3,859 | $418K |
| Creative Planning | 0.00% | No change | 3,777 | $409K |
| Mission Wealth Management, LP | 0.01% | No change | 3,685 | $399K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.7% | 3,345 | $362K |
| Savvy Advisors, Inc. | 0.07% | New | 3,140 | $340K |
| Mariner, LLC | 0.00% | Add +49.2% | 3,104 | $336K |
| Flagship Harbor Advisors, LLC | 0.02% | No change | 3,075 | $333K |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.7% | 2,877 | $312K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.3% | 2,577 | $279K |
| First Heartland Consultants, Inc. | 0.03% | No change | 2,479 | $268K |
| Clear Creek Financial Management, LLC | 0.02% | New | 1,912 | $207K |
| FMR LLC | 0.00% | No change | 1,799 | $195K |
| Harbour Investments, Inc. | 0.01% | No change | 1,556 | $169K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -35.6% | 1,464 | $159K |
| UBS Group AG | 0.00% | Reduce -52.2% | 1,384 | $150K |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.0% | 963 | $104K |
| Tidemark, LLC | 0.03% | No change | 704 | $76K |
| Jones Financial Companies LLLP | 0.00% | New | 575 | $62K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 449 | $49K |
| Principal Securities, Inc. | 0.00% | No change | 410 | $44K |
| Spire Wealth Management | 0.00% | No change | 142 | $15K |
| Blair William & Co. | 0.00% | No change | 135 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 127 | $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.