Invesco Zacks Mid-Cap ETFCZAETF
13F holders, Q4 2024 (December 31)55holders −1
3new positions
3sold out
1famous investor
$103.95avg. 13F price*
At the end of Q4 2024, 55 institutions reported holding Invesco Zacks Mid-Cap ETF (CZA) in their 13F filings, down 1 from Q3 2024. 3 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($19.6M), Morgan Stanley ($17.8M) and Commonwealth Equity Services, LLC ($8.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.9M |
| Exits | 3 | $3.3M |
All 13F filers, Q3 2024 → Q4 2024: 55,636 shares bought and 39,767 shares sold, net +15,869 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| LPL Financial LLC | 0.01% | Add +4.0% | 188,477 | $19.6M |
| Morgan Stanley | 0.00% | Add +0.5% | 171,655 | $17.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.3% | 82,789 | $8.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.0% | 33,859 | $3.5M |
| Rodgers & Associates, LTD | 0.35% | Reduce -4.6% | 28,135 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +2.5% | 26,685 | $2.8M |
| Pacific Sun Financial Corp | 1.16% | Reduce -0.5% | 20,552 | $2.1M |
| EP Wealth Advisors, LLC | 0.02% | No change | 20,342 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Add +0.4% | 18,009 | $1.9M |
| IMC-Chicago, LLC | 0.05% | New | 17,946 | $1.9M |
| Well Done, LLC | 0.31% | No change | 15,785 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +96.3% | 16,368 | $1.7M |
| Raymond James Financial Inc. | 0.00% | — | 13,844 | $1.4M |
| Davis Investment Partners, LLC | 0.60% | Reduce -2.5% | 13,875 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -1.8% | 11,242 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +8.0% | 8,925 | $927K |
| Royal Bank of Canada | 0.00% | Reduce -22.7% | 8,743 | $908K |
| Osaic Holdings, Inc. | 0.00% | Add +32.9% | 8,720 | $907K |
| Equitable Holdings, Inc. | 0.01% | Add +2.2% | 8,454 | $878K |
| Willner & Heller, LLC | 0.72% | Add +0.6% | 7,932 | $824K |
| Savant Capital, LLC | 0.01% | No change | 7,584 | $788K |
| Cetera Investment Advisers | 0.00% | Add +4.5% | 7,526 | $782K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 6,437 | $669K |
| Bank of America Corp. | 0.00% | Reduce -1.9% | 6,293 | $654K |
| Victory Financial Group, LLC | 0.17% | — | 6,205 | $645K |
| Colonial River Investments, LLC | 0.30% | Reduce -1.9% | 6,059 | $629K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -0.1% | 6,059 | $629K |
| Susquehanna International Group, LLP | 0.00% | Add +110.5% | 6,055 | $629K |
| Independent Advisor Alliance | 0.01% | New | 5,682 | $590K |
| Cwm, LLC | 0.00% | New | 4,362 | $453K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.6% | 4,243 | $441K |
| Hazlett, Burt & Watson, Inc. | 0.18% | No change | 3,859 | $402K |
| Creative Planning | 0.00% | No change | 3,777 | $392K |
| Mission Wealth Management, LP | 0.01% | No change | 3,685 | $383K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.7% | 3,287 | $341K |
| Savvy Advisors, Inc. | 0.04% | No change | 3,140 | $326K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -2.5% | 2,997 | $311K |
| Private Advisor Group, LLC | 0.00% | Add +6.1% | 2,735 | $284K |
| First Heartland Consultants, Inc. | 0.03% | Add +0.5% | 2,491 | $259K |
| Citadel Advisors | 0.00% | Reduce -45.7% | 2,150 | $223K |
| Mariner, LLC | 0.00% | Reduce -33.6% | 2,060 | $214K |
| FMR LLC | 0.00% | Add +12.7% | 2,028 | $211K |
| Jones Financial Companies LLLP | 0.00% | Add +174.8% | 1,580 | $164K |
| UBS Group AG | 0.00% | Add +7.2% | 1,484 | $154K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.0% | 1,479 | $154K |
| JPMorgan Chase & Co. | 0.00% | No change | 963 | $100K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -47.9% | 763 | $79K |
| Tidemark, LLC | 0.03% | No change | 704 | $73K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 449 | $47K |
| Principal Securities, Inc. | 0.00% | No change | 410 | $43K |
| Spire Wealth Management | 0.00% | Add +0.7% | 143 | $15K |
| Blair William & Co. | 0.00% | No change | 135 | $14K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 127 | $13K |
| 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.