Invesco Zacks Mid-Cap ETFCZAETF
13F holders, Q3 2025 (September 30)60holders +5
7new positions
1sold out
$109.85avg. 13F price*
At the end of Q3 2025, 60 institutions reported holding Invesco Zacks Mid-Cap ETF (CZA) in their 13F filings, up 5 from Q2 2025. 7 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($14.2M), LPL Financial LLC ($12.4M) and Commonwealth Equity Services, LLC ($8.5M).
- Company
- Invesco Zacks Mid-Cap ETF
- CUSIP
- 46137Y401
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.0M |
| Exits | 1 | $710K |
All 13F filers, Q2 2025 → Q3 2025: 41,085 shares bought and 71,456 shares sold, net −30,371 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Morgan Stanley | 0.00% | Reduce -3.9% | 129,054 | $14.2M |
| LPL Financial LLC | 0.00% | Reduce -6.8% | 112,553 | $12.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.1% | 77,091 | $8.5M |
| Wells Fargo & Company | 0.00% | Reduce -2.3% | 37,023 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.3% | 28,500 | $3.1M |
| Rodgers & Associates, LTD | 0.28% | Reduce -4.5% | 24,462 | $2.7M |
| Pacific Sun Financial Corp | 1.05% | Reduce -1.1% | 19,812 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.3% | 18,796 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.2% | 16,644 | $1.8M |
| IMC-Chicago, LLC | 0.03% | New | 16,142 | $1.8M |
| Well Done, LLC | 0.29% | No change | 15,535 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +4.7% | 15,126 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +18.4% | 11,613 | $1.3M |
| Davis Investment Partners, LLC | 0.43% | Reduce -4.1% | 11,575 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -57.8% | 10,679 | $1.2M |
| Empirical Asset Management, LLC | 0.30% | New | 9,821 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 9,403 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +0.6% | 8,180 | $899K |
| MML Investors Services, LLC | 0.00% | Reduce -10.3% | 8,117 | $892K |
| UBS Group AG | 0.00% | Reduce -72.0% | 7,634 | $839K |
| Cetera Investment Advisers | 0.00% | Add +6.6% | 7,505 | $825K |
| Susquehanna International Group, LLP | 0.00% | Add +15.1% | 7,329 | $805K |
| Savant Capital, LLC | 0.00% | No change | 7,159 | $786K |
| Willner & Heller, LLC | 0.58% | Reduce -1.8% | 6,829 | $750K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -7.8% | 6,533 | $718K |
| Bank of America Corp. | 0.00% | Add +0.4% | 6,128 | $673K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.5% | 5,825 | $640K |
| Colonial River Investments, LLC | 0.23% | Reduce -5.1% | 5,565 | $611K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.8% | 5,331 | $584K |
| Victory Financial Group, LLC | 0.08% | Reduce -1.2% | 5,217 | $573K |
| Jones Financial Companies LLLP | 0.00% | Add +25.4% | 4,539 | $495K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -23.8% | 4,467 | $491K |
| Cwm, LLC | 0.00% | No change | 4,288 | $471K |
| Mission Wealth Management, LP | 0.01% | No change | 3,685 | $405K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.9% | 3,570 | $392K |
| Hazlett, Burt & Watson, Inc. | 0.13% | No change | 3,435 | $378K |
| Captrust Financial Advisors | 0.00% | No change | 3,202 | $352K |
| Farther Finance Advisors, LLC | 0.01% | No change | 3,140 | $345K |
| Creative Planning | 0.00% | Reduce -46.1% | 2,846 | $313K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.6% | 2,792 | $307K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +1.3% | 2,691 | $296K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.8% | 2,611 | $287K |
| FMR LLC | 0.00% | No change | 2,210 | $243K |
| First Heartland Consultants, Inc. | 0.02% | No change | 2,091 | $230K |
| Mariner, LLC | 0.00% | Reduce -0.6% | 2,060 | $226K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 1,012 | $111K |
| Tidemark, LLC | 0.02% | No change | 604 | $66K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 449 | $49K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 414 | $45K |
| Principal Securities, Inc. | 0.00% | No change | 410 | $45K |
| Compass Financial Services Inc | 0.02% | New | 388 | $43K |
| Clearstead Advisors, LLC | 0.00% | New | 321 | $35K |
| Harbour Investments, Inc. | 0.00% | Reduce -13.0% | 254 | $28K |
| Blair William & Co. | 0.00% | No change | 135 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 127 | $14K |
| Comerica Bank | 0.00% | No change | 88 | $10K |
| Bank of Montreal | 0.00% | New | 60 | $7K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -89.0% | 59 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 30 | $3K |
| Advisory Services Network, LLC | 0.00% | New | 8 | $907 |
"% 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.