Invesco Zacks Mid-Cap ETFCZAETF
13F holders, Q1 2026 (March 31)63holders +2
9new positions
7sold out
1famous investor
$110.17avg. 13F price*
At the end of Q1 2026, 63 institutions reported holding Invesco Zacks Mid-Cap ETF (CZA) in their 13F filings, up 2 from Q4 2025. 9 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($15.1M), LPL Financial LLC ($11.7M) and Commonwealth Equity Services, LLC ($7.6M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.8M |
| Exits | 7 | $42.6M |
All 13F filers, Q4 2025 → Q1 2026: 41,334 shares bought and 407,226 shares sold, net −365,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Morgan Stanley | 0.00% | Add +5.3% | 137,095 | $15.1M |
| LPL Financial LLC | 0.00% | Reduce -2.0% | 106,637 | $11.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.8% | 69,277 | $7.6M |
| IMC-Chicago, LLC | 0.06% | Add +26.2% | 35,329 | $3.9M |
| Wells Fargo & Company | 0.00% | Reduce -2.8% | 35,258 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.6% | 28,030 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.9% | 23,585 | $2.6M |
| Rodgers & Associates, LTD | 0.25% | Reduce -8.5% | 22,167 | $2.4M |
| Pacific Sun Financial Corp | 1.04% | Reduce -0.3% | 19,502 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +39.0% | 18,732 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +7.9% | 18,491 | $2.0M |
| Well Done, LLC | 0.25% | Reduce -0.1% | 15,526 | $1.7M |
| Empirical Asset Management, LLC | 0.44% | Reduce -4.2% | 15,254 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.2% | 14,195 | $1.6M |
| Davis Investment Partners, LLC | 0.45% | Reduce -0.9% | 11,475 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -3.1% | 11,053 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +6.7% | 9,613 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +9.1% | 8,048 | $887K |
| Jones Financial Companies LLLP | 0.00% | Add +57.3% | 8,017 | $862K |
| Quantinno Capital Management LP | 0.00% | No change | 7,815 | $861K |
| MML Investors Services, LLC | 0.00% | Reduce -18.3% | 6,967 | $767K |
| Savant Capital, LLC | 0.00% | Reduce -5.1% | 6,793 | $748K |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 6,180 | $681K |
| Willner & Heller, LLC | 0.48% | Reduce -4.3% | 5,844 | $644K |
| Citadel Advisors | 0.00% | Reduce -30.4% | 5,826 | $642K |
| Susquehanna International Group, LLP | 0.00% | New | 5,732 | $631K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.5% | 5,633 | $621K |
| Colonial River Investments, LLC | 0.21% | Reduce -0.2% | 5,284 | $582K |
| Independent Advisor Alliance | 0.01% | New | 4,774 | $526K |
| Victory Financial Group, LLC | 0.06% | Reduce -2.6% | 4,177 | $460K |
| Cwm, LLC | 0.00% | Reduce -13.5% | 3,684 | $406K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.4% | 3,681 | $406K |
| Captrust Financial Advisors | 0.00% | No change | 3,202 | $353K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.2% | 3,199 | $352K |
| Hazlett, Burt & Watson, Inc. | 0.11% | Reduce -8.0% | 3,160 | $348K |
| Western Wealth Management, LLC | 0.01% | Reduce -1.0% | 2,834 | $312K |
| Mainstay Capital Management LLC | 0.02% | New | 2,793 | $308K |
| Mission Wealth Management, LP | 0.01% | Reduce -15.2% | 2,695 | $297K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -2.6% | 2,564 | $282K |
| Creative Planning | 0.00% | Reduce -0.4% | 2,499 | $275K |
| Quattro Advisors LLC | 0.22% | Reduce -0.6% | 2,305 | $254K |
| FMR LLC | 0.00% | No change | 2,210 | $243K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.1% | 2,167 | $239K |
| Mariner, LLC | 0.00% | Reduce -3.7% | 1,936 | $213K |
| Sovran Advisors, LLC | 0.02% | No change | 1,792 | $210K |
| BlackRock, Inc. | 0.00% | New | 1,417 | $156K |
| UBS Group AG | 0.00% | New | 702 | $77K |
| Whittier Trust Co. | 0.00% | New | 582 | $65K |
| Tidemark, LLC | 0.02% | Reduce -4.8% | 575 | $63K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 449 | $49K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 414 | $46K |
| Clearstead Advisors, LLC | 0.00% | No change | 321 | $35K |
| Harbour Investments, Inc. | 0.00% | No change | 254 | $28K |
| Silver Grove Financial Group, Inc. | 0.02% | New | 216 | $24K |
| Blair William & Co. | 0.00% | No change | 135 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 127 | $14K |
| MAI Capital Management | 0.00% | No change | 113 | $12K |
| Fifth Third Bancorp | 0.00% | New | 110 | $12K |
| International Assets Investment Management, LLC | 0.00% | Reduce -2.7% | 108 | $12K |
| JPMorgan Chase & Co. | 0.00% | Reduce -90.3% | 98 | $11K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 30 | $3K |
| Advisory Services Network, LLC | 0.00% | New | 8 | $924 |
| Vanguard Advisers Inc. | 0.00% | — | 7 | $771 |
"% 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.