Invesco Zacks Mid-Cap ETFCZAETF
13F holders, Q1 2025 (March 31)55holders
3new positions
3sold out
1famous investor
$103.80avg. 13F price*
At the end of Q1 2025, 55 institutions reported holding Invesco Zacks Mid-Cap ETF (CZA) in their 13F filings, unchanged from Q4 2024. 3 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($18.3M), LPL Financial LLC ($13.6M) 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.5M |
| Exits | 3 | $920K |
All 13F filers, Q4 2024 → Q1 2025: 65,468 shares bought and 82,630 shares sold, net −17,162 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Morgan Stanley | 0.00% | Add +2.9% | 176,573 | $18.3M |
| LPL Financial LLC | 0.01% | Reduce -30.8% | 130,453 | $13.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.1% | 82,730 | $8.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.4% | 32,023 | $3.3M |
| Rodgers & Associates, LTD | 0.33% | Reduce -6.3% | 26,356 | $2.7M |
| Wells Fargo & Company | 0.00% | Reduce -2.0% | 26,140 | $2.7M |
| UBS Group AG | 0.00% | Add +1628.1% | 25,645 | $2.7M |
| IMC-Chicago, LLC | 0.10% | Add +40.9% | 25,289 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +33.6% | 21,871 | $2.3M |
| Pacific Sun Financial Corp | 1.21% | Reduce -0.2% | 20,502 | $2.1M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -1.6% | 20,018 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.1% | 17,456 | $1.8M |
| Well Done, LLC | 0.30% | No change | 15,785 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.7% | 13,604 | $1.4M |
| Davis Investment Partners, LLC | 0.56% | Reduce -7.2% | 12,875 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +5.1% | 11,812 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +15.8% | 10,124 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +1.6% | 9,071 | $942K |
| Equitable Holdings, Inc. | 0.01% | Reduce -2.2% | 8,271 | $859K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 7,650 | $795K |
| Savant Capital, LLC | 0.01% | No change | 7,584 | $788K |
| Citadel Advisors | 0.00% | Add +249.3% | 7,509 | $780K |
| Cetera Investment Advisers | 0.00% | Reduce -0.8% | 7,467 | $776K |
| Willner & Heller, LLC | 0.70% | Reduce -8.7% | 7,244 | $753K |
| Envestnet Asset Management Inc. | 0.00% | Add +9.1% | 7,025 | $730K |
| GWN Securities Inc. | 0.04% | New | 6,832 | $713K |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.4% | 6,152 | $640K |
| Bank of America Corp. | 0.00% | Reduce -6.2% | 5,905 | $613K |
| Colonial River Investments, LLC | 0.34% | Reduce -3.2% | 5,865 | $609K |
| Victory Financial Group, LLC | 0.11% | Reduce -14.0% | 5,338 | $555K |
| Susquehanna International Group, LLP | 0.00% | Reduce -16.5% | 5,054 | $525K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -21.3% | 4,767 | $495K |
| Cwm, LLC | 0.00% | Reduce -1.7% | 4,288 | $446K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.2% | 4,193 | $436K |
| Creative Planning | 0.00% | No change | 3,777 | $392K |
| Mission Wealth Management, LP | 0.01% | No change | 3,685 | $383K |
| Hazlett, Burt & Watson, Inc. | 0.16% | Reduce -11.0% | 3,435 | $358K |
| Western Wealth Management, LLC | 0.02% | Reduce -14.8% | 2,801 | $291K |
| Private Advisor Group, LLC | 0.00% | Add +1.7% | 2,782 | $289K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -11.5% | 2,653 | $276K |
| Jones Financial Companies LLLP | 0.00% | Add +39.4% | 2,203 | $227K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -16.1% | 2,091 | $217K |
| Mariner, LLC | 0.00% | No change | 2,060 | $214K |
| FMR LLC | 0.00% | No change | 2,028 | $211K |
| Harbour Investments, Inc. | 0.00% | No change | 1,479 | $154K |
| JPMorgan Chase & Co. | 0.00% | No change | 963 | $100K |
| Tidemark, LLC | 0.03% | No change | 704 | $73K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 449 | $47K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -45.7% | 414 | $43K |
| Principal Securities, Inc. | 0.00% | No change | 410 | $43K |
| Farther Finance Advisors, LLC | 0.00% | New | 347 | $36K |
| Spire Wealth Management | 0.00% | No change | 143 | $15K |
| Blair William & Co. | 0.00% | No change | 135 | $14K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 127 | $13K |
| 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.