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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Toronto Dominion Bank, Morgan Stanley, Lpl Financial Llc, Commonwealth Equity Services, Llc, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Independent Financial Group, LlcSell-2,589-100.0%0$0.00Q4 2025Jun 15, 2026
Compass Financial Services IncBuy+388—388$42.99KQ4 2025Feb 27, 2026
Raymond James Financial IncBuy+24,281—24,281$2.69MQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+11,407—11,407$1.26MQ4 2025Feb 18, 2026
Toronto Dominion BankBuy+360,000—360,000$39.89MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+15,467—15,467$1.71MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+9,014—9,014$998.00KQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+8,365—8,365$926.88KQ4 2025Feb 17, 2026
Quantinno Capital Management LpBuy+7,815—7,815$865.94KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+7,377—7,377$817.35KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+6,320—6,320$700.25KQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+5,098—5,098$564.90KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+3,934—3,934$436.13KQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+3,202—3,202$354.80KQ4 2025Feb 17, 2026
Creative PlanningBuy+2,510—2,510$278.12KQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+2,383—2,383$264.06KQ4 2025Feb 17, 2026
Fmr LlcBuy+2,210—2,210$244.88KQ4 2025Feb 17, 2026
Blair William & Co/IlBuy+135—135$14.96KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+32—32$3.55KQ4 2025Feb 17, 2026
Morgan StanleyBuy+130,230—130,230$14.43MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+36,269—36,269$4.02MQ4 2025Feb 13, 2026
Mml Investors Services, LlcBuy+8,529—8,529$945.00KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+3,524—3,524$390.50KQ4 2025Feb 13, 2026
Quattro Advisors LlcBuy+2,318—2,318$256.89KQ4 2025Feb 13, 2026
Mariner, LlcBuy+2,011—2,011$222.78KQ4 2025Feb 13, 2026
Mai Capital ManagementBuy+113—113$12.49KQ4 2025Feb 13, 2026
Commonwealth Equity Services, LlcBuy+74,342—74,342$8.24MQ4 2025Feb 12, 2026
Steward Partners Investment Advisory, LlcBuy+414—414$45.87KQ4 2025Feb 12, 2026
Lpl Financial LlcBuy+108,857—108,857$12.06MQ4 2025Feb 11, 2026
J.W. Cole Advisors, Inc.Buy+6,295—6,295$697.50KQ4 2025Feb 11, 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.