INVESCO ZACKS MID-CAP ETF (CZA) Institutional Ownership Changes & 13F Activity

INVESCO ZACKS MID-CAP ETF (CZA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Ameriprise Financial Inc, Susquehanna International Group, Llp, Huntington National Bank, and Goldman Sachs Group Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+115+2.0%5,941$728.50KQ2 2026Sep 02, 2026
Ameriprise Financial IncBuy+14,14314,143$1.73MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+8,350+145.7%14,082$1.73MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+6,912+36.9%25,644$3.14MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-4,045-42.1%5,568$682.00KQ2 2026Aug 14, 2026
Bank Of America CorpSell-1,976-32.0%4,204$515.51KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-832-22.6%2,849$349.36KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-387-1.1%34,871$4.28MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+312+1.3%23,897$2.93MQ2 2026Aug 14, 2026
Jones Financial Companies LllpSell-254-3.2%7,763$951.54KQ2 2026Aug 14, 2026
Morgan StanleySell-33,897-24.7%103,198$12.65MQ2 2026Aug 13, 2026
Huntington National BankBuy+7,9467,946$974.36KQ2 2026Aug 13, 2026
Ubs Group AgSell-400-57.0%302$37.03KQ2 2026Aug 13, 2026
Fmr LlcBuy+168+7.6%2,378$291.63KQ2 2026Aug 13, 2026
Quantinno Capital Management LpBuy+154+2.0%7,969$977.28KQ2 2026Aug 13, 2026
Cetera Investment AdvisersSell-657-8.2%7,391$906.24KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+210210$25.75KQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcSell-107-1.0%10,946$1.34MQ2 2026Aug 12, 2026
Empirical Asset Management, LlcBuy+793+5.2%16,047$1.97MQ2 2026Aug 10, 2026
Pacific Sun Financial CorpSell-530-2.7%18,972$2.33MQ2 2026Aug 10, 2026
Savant Capital, LlcSell-204-3.0%6,589$807.96KQ2 2026Aug 10, 2026
Lpl Financial LlcSell-1,985-1.9%104,652$12.83MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+1,226+17.6%8,193$1.00MQ2 2026Aug 07, 2026
Davis Investment Partners, LlcSell-50-0.4%11,425$1.40MQ2 2026Aug 07, 2026
Spectrum Wealth Advisory Group, LlcBuy+579579$71.03KQ2 2026Aug 06, 2026
Envestnet Asset Management IncSell-37-0.7%5,596$686.23KQ2 2026Aug 03, 2026
Cambridge Investment Research Advisors, Inc.Sell-4,557-16.3%23,473$2.88KQ2 2026Jul 30, 2026
Victory Financial Group, LlcSell-1,256-30.1%2,921$358.15KQ2 2026Jul 29, 2026
Commonwealth Equity Services, LlcBuy+733+1.1%70,010$8.58MQ2 2026Jul 29, 2026
Kestra Advisory Services, LlcSell-540-16.9%2,659$326.01KQ2 2026Jul 28, 2026
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Frequently asked questions about CZA activity

  • Which institutional owners are buying CZA?

    Institutional owners buying CZA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CZA activity?

    "Buy" means an investor increased their reported position in CZA compared to the prior reporting period. This reflects growing exposure to INVESCO ZACKS MID-CAP ETF (CZA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CZA increasing?

    Institutional interest in CZA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.