Who Owns CZA?
Invesco Zacks Mid-Cap ETF — Institutional Ownership & 13F Holdings
$116.58
+0.49 (+0.42%)
Market Cap
$191.2M
Shares Outstanding
1,501,454
Institutional Holders
55
Total Inst. Value
$104.5M
% of Float Held
—
QoQ Holder Change
+14
Institutional data as of Q1 2025
New Positions
7
Closed Positions
5
Increased
12
Decreased
21
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $46.6M | 449 |
| 2 | MORGAN STANLEY | $18.3M | 176,573 |
| 3 | Cambridge Investment Research Advisors, Inc. | $3.3M | 32,023 |
| 4 | Rodgers & Associates, LTD | $2.7M | 26,356 |
| 5 | WELLS FARGO & COMPANY/MN | $2.7M | 26,140 |
| 6 | UBS Group AG | $2.7M | 25,645 |
| 7 | IMC-Chicago, LLC | $2.6M | 25,289 |
| 8 | GOLDMAN SACHS GROUP INC | $2.3M | 21,871 |
| 9 | PACIFIC SUN FINANCIAL CORPNew | $2.1M | 20,502 |
| 10 | AMERIPRISE FINANCIAL INC | $1.8M | 17,456 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +5K | $18.3M |
| UBS Group AG | +24K | $2.7M |
| IMC-Chicago, LLC | +7K | $2.6M |
| GOLDMAN SACHS GROUP INC | +6K | $2.3M |
| PACIFIC SUN FINANCIAL CORPNew | +21K | $2.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -58K | $14K |
| Cambridge Investment Research Advisors, Inc. | -2K | $3.3M |
| Rodgers & Associates, LTD | -2K | $2.7M |
| AXXCESS WEALTH MANAGEMENT, LLC | -1K | $495K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -1K | $525K |
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Frequently Asked Questions
How many institutional investors hold CZA?
As of Q1 2025, 55 institutional investors report holding CZA (Invesco Zacks Mid-Cap ETF) in their 13F filings.
Which hedge fund owns the most CZA?
The largest institutional holder of CZA is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $46.6M in shares.
Are institutions buying or selling CZA?
This quarter, 7 institutions opened new positions in CZA and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.