Who Owns Invesco Zacks Mid-Cap ETF (CZA)?Hedge Fund & Institutional Holders

$110.50-0.16 (-0.14%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.9000140001200077e+124T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$90.93$97.78$104.64$111.49$118.34Sep 24Jun 25Mar 26

CZA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
TORONTO DOMINION BANKNew Position+360K+$39.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+74K+$8.0M
IMC-Chicago, LLCNew Position+28K+$3.1M
Rodgers & Associates, LTDNew Position+24K+$2.7M
TRUIST FINANCIAL CORPNew Position+17K+$1.9M
Davis Investment Partners, LLCNew Position+12K+$1.3M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+9K+$1.1M
EP Wealth Advisors, LLCNew Position+11K+$1.0M
J.W. COLE ADVISORS, INC.New Position+6K+$697K
WILLNER & HELLER, LLCNew Position+6K+$676K
CWM, LLCNew Position+4K+$472K
HAZLETT, BURT & WATSON, INC.New Position+3K+$381K
Quattro Advisors LLCNew Position+2K+$256K
Sovran Advisors, LLCNew Position+2K+$206K
Tidemark, LLCNew Position+604+$66K

CZA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-4K-$12.4B
WELLS FARGO & COMPANY/MNDecreased-754-$4.1B
PACIFIC SUN FINANCIAL CORPDecreased-250-$2.2B
AMERIPRISE FINANCIAL INCDecreased-1K-$1.8B
ROYAL BANK OF CANADADecreased-3K-$1.3B
Equitable Holdings, Inc.Closed Position-8K-$898.6M
UBS Group AGClosed Position-8K-$838.6M
Cetera Investment AdvisersDecreased-128-$824.5M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-7K-$805.1M
Colonial River Investments, LLCDecreased-271-$610.7M
OSAIC HOLDINGS, INC.Decreased-1K-$583.6M
VICTORY FINANCIAL GROUP, LLCDecreased-928-$572.6M
Kestra Advisory Services, LLCDecreased-46-$392.1M
Creative PlanningDecreased-336-$312.6M
FLAGSHIP HARBOR ADVISORS, LLCDecreased-442-$299.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1TORONTO DOMINION BANK360,000$39.0M0.06%Share
2MORGAN STANLEY130,012$14.0M0.00%Share
3LPL Financial LLC108,857$12.0M0.00%Share
4COMMONWEALTH EQUITY SERVICES, LLC74,342$8.0M0.01%Share
5IMC-Chicago, LLC27,990$3.1M0.00%Share
6WELLS FARGO & COMPANY/MN33,943$3.0M0.00%Share
7Cambridge Investment Research Advisors, Inc.28,776$3.0M0.01%Share
8Rodgers & Associates, LTD24,216$2.7M0.27%Share
9PACIFIC SUN FINANCIAL CORP19,562$2.2M1.04%Share
10RAYMOND JAMES FINANCIAL INC19,355$2.0M0.00%Share
11TRUIST FINANCIAL CORP16,150$1.8M0.00%Share
12Empirical Asset Management, LLC15,926$1.8M0.50%Share
13Davis Investment Partners, LLC11,575$1.3M0.45%Share
14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC9,413$1.1M0.00%Share
15GOLDMAN SACHS GROUP INC13,477$1.0M0.00%Share
16EP Wealth Advisors, LLC11,407$1.0M0.01%Share
17AMERIPRISE FINANCIAL INC15,467$1.0M0.00%Share
18J.W. COLE ADVISORS, INC.6,295$697K0.02%Share
19WILLNER & HELLER, LLC6,108$676K0.49%Share
20AXXCESS WEALTH MANAGEMENT, LLC5,294$586K0.00%Share
21Colonial River Investments, LLC5,294$586K0.21%Share
22VICTORY FINANCIAL GROUP, LLC4,289$475K0.06%Share
23CWM, LLC4,260$472K0.00%Share
24Farther Finance Advisors, LLC3,140$347K0.00%Share
25FLAGSHIP HARBOR ADVISORS, LLC2,633$291K0.01%Share
26Quattro Advisors LLC2,318$256K0.20%Share
27Sovran Advisors, LLC1,792$206K0.02%Share
28HAZLETT, BURT & WATSON, INC.1,721$191K0.06%Share
29HAZLETT, BURT & WATSON, INC.1,699$188K0.06%Share
30TRUIST FINANCIAL CORP989$109K0.00%Share
31Tidemark, LLC604$66K0.02%Share
32NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,860$51K0.00%Share
33HARBOUR INVESTMENTS, INC.254$28K0.00%Share
34INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC111$12K0.00%Share
35COMERICA BANK83$9K0.00%Share
36HHM Wealth Advisors, LLC30$3K0.00%Share
37HAZLETT, BURT & WATSON, INC.15$2K0.00%Share
38Well Done, LLC15,535$1K0.15%Share
39FMR LLC2,210$00.00%Share
40BANK OF AMERICA CORP /DE/2,308$00.00%Share
41BANK OF AMERICA CORP /DE/4,012$00.00%Share
42JONES FINANCIAL COMPANIES LLLP5,098$00.00%Share
43HUNTINGTON NATIONAL BANK180$00.00%Share
44BLAIR WILLIAM & CO/IL135$00.00%Share
45Clearstead Advisors, LLC321$00.00%Share
46MAI Capital Management113$00.00%Share
47Kestra Advisory Services, LLC3,524$00.00%Share
48MML INVESTORS SERVICES, LLC8,529$00.00%Share
49ENVESTNET ASSET MANAGEMENT INC5,780$00.00%Share
50Savant Capital, LLC7,159$00.00%Share

CZA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202561$103.1M+21
Q3 202540$50.4B-10
Q2 202550$47.8B-5
Q1 202555$70.9B+2
Q4 202453$431.7B+6
Q3 202447$50.7T-1
Q2 202448$47.9T+7
Q1 202441$87.8T—

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As of Q4 2025, 50 institutional investors hold CZA (Invesco Zacks Mid-Cap ETF). The largest holder is TORONTO DOMINION BANK with $39.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own CZA?

As of Q4 2025, 50 institutional investors report holding CZA (Invesco Zacks Mid-Cap ETF) in their 13F filings.

Who is the largest institutional holder of CZA?

The largest institutional holder of CZA is TORONTO DOMINION BANK with $39.0M in shares.

Is institutional ownership of CZA increasing or decreasing?

This quarter, 15 institutions opened new positions in CZA and 3 closed their positions.