Invesco Zacks Mid-Cap ETFCZAETF
13F holders, Q2 2025 (June 30)55holders
3new positions
3sold out
1famous investor
$106.71avg. 13F price*
At the end of Q2 2025, 55 institutions reported holding Invesco Zacks Mid-Cap ETF (CZA) in their 13F filings, unchanged from Q1 2025. 3 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($14.3M), LPL Financial LLC ($12.9M) 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $408K |
| Exits | 3 | $3.4M |
All 13F filers, Q1 2025 → Q2 2025: 37,859 shares bought and 104,305 shares sold, net −66,446 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Morgan Stanley | 0.00% | Reduce -23.9% | 134,294 | $14.3M |
| LPL Financial LLC | 0.00% | Reduce -7.5% | 120,731 | $12.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.8% | 81,222 | $8.7M |
| Wells Fargo & Company | 0.00% | Add +45.0% | 37,894 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.9% | 29,484 | $3.1M |
| UBS Group AG | 0.00% | Add +6.2% | 27,234 | $2.9M |
| Rodgers & Associates, LTD | 0.30% | Reduce -2.8% | 25,626 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +15.7% | 25,308 | $2.7M |
| Pacific Sun Financial Corp | 1.12% | Reduce -2.3% | 20,032 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Add +44.4% | 19,649 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.5% | 17,372 | $1.9M |
| Well Done, LLC | 0.31% | Reduce -1.6% | 15,535 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +22.3% | 14,446 | $1.5M |
| Davis Investment Partners, LLC | 0.47% | Reduce -6.2% | 12,075 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -39.0% | 12,203 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -3.2% | 9,804 | $1.0M |
| MML Investors Services, LLC | 0.00% | Reduce -0.3% | 9,046 | $965K |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.7% | 8,134 | $868K |
| Savant Capital, LLC | 0.01% | Reduce -5.6% | 7,159 | $764K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -7.3% | 7,088 | $756K |
| Cetera Investment Advisers | 0.00% | Reduce -5.7% | 7,042 | $751K |
| Willner & Heller, LLC | 0.62% | Reduce -4.0% | 6,954 | $742K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.1% | 6,735 | $718K |
| Citadel Advisors | 0.00% | Reduce -11.3% | 6,660 | $710K |
| Susquehanna International Group, LLP | 0.00% | Add +26.0% | 6,367 | $679K |
| Bank of America Corp. | 0.00% | Add +3.3% | 6,101 | $651K |
| Colonial River Investments, LLC | 0.27% | No change | 5,865 | $638K |
| Axxcess Wealth Management, LLC | 0.01% | Add +23.0% | 5,865 | $626K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.6% | 5,375 | $574K |
| Victory Financial Group, LLC | 0.09% | Reduce -1.1% | 5,278 | $563K |
| Creative Planning | 0.00% | Add +39.7% | 5,277 | $563K |
| Cwm, LLC | 0.00% | No change | 4,288 | $457K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.5% | 3,920 | $418K |
| Mission Wealth Management, LP | 0.01% | No change | 3,685 | $393K |
| Jones Financial Companies LLLP | 0.00% | Add +64.3% | 3,619 | $385K |
| Hazlett, Burt & Watson, Inc. | 0.15% | No change | 3,435 | $367K |
| Captrust Financial Advisors | 0.00% | New | 3,202 | $342K |
| Farther Finance Advisors, LLC | 0.01% | Add +804.9% | 3,140 | $335K |
| Western Wealth Management, LLC | 0.02% | Add +0.3% | 2,808 | $299K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.5% | 2,658 | $284K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.1% | 2,656 | $283K |
| FMR LLC | 0.00% | Add +9.0% | 2,210 | $236K |
| First Heartland Consultants, Inc. | 0.02% | No change | 2,091 | $223K |
| Mariner, LLC | 0.00% | Add +0.6% | 2,073 | $221K |
| JPMorgan Chase & Co. | 0.00% | Add +5.2% | 1,013 | $108K |
| Tidemark, LLC | 0.02% | Reduce -14.2% | 604 | $64K |
| Ameritas Advisory Services, LLC | 0.00% | New | 539 | $58K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 449 | $48K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 414 | $44K |
| Principal Securities, Inc. | 0.00% | No change | 410 | $44K |
| Harbour Investments, Inc. | 0.00% | Reduce -80.3% | 292 | $31K |
| Blair William & Co. | 0.00% | No change | 135 | $14K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 127 | $14K |
| Comerica Bank | 0.00% | New | 88 | $9K |
| 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.