CZA Institutional Ownership
Invesco Zacks Mid-Cap ETF
1W: -1.1%
1M: -4.9%
3M: -4.3%
YTD: +6.3%
1Y: +7.9%
3Y: +43.3%
5Y: +36.2%
$118.52
+0.21 (+0.17%)
Weekly Expected Move ±1.1%
$116
$117
$119
$120
$121
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CZA
68
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
79M
Total Invested
5
New Positions
10
Increased
30
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (74 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 104,652 | 12M | -1,985 | -1.9% | 33Q | SEC ↗ |
| 2 | MORGAN STANLEY | 103,198 | 12M | -33,897 | -24.7% | 33Q | SEC ↗ |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 70,010 | 8M | +733 | +1.1% | 33Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 34,871 | 4M | -387 | -1.1% | 33Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC | 25,644 | 3M | +6,912 | +36.9% | 15Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 23,897 | 3M | +312 | +1.3% | 7Q | SEC ↗ |
| 7 | Cambridge Investment Research Advisors | 23,473 | 3M | -4,557 | -16.3% | 33Q | SEC ↗ |
| 8 | Rodgers & Associates, LTD | 22,167 | 3M | — | +0.0% | 23Q | SEC ↗ |
| 9 | Pacific Sun Financial Corp | 18,972 | 2M | -530 | -2.7% | 13Q | SEC ↗ |
| 10 | TRUIST FINANCIAL CORP | 18,474 | 2M | -17 | -0.1% | 12Q | SEC ↗ |
| 11 | Empirical Asset Management, LLC | 16,047 | 2M | +793 | +5.2% | 4Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 14,143 | 2M | -52 | -0.4% | 16Q | SEC ↗ |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,082 | 2M | +8,350 | +145.7% | 2Q | SEC ↗ |
| 14 | Davis Investment Partners, LLC | 11,425 | 1M | -50 | -0.4% | 15Q | SEC ↗ |
| 15 | EP Wealth Advisors, LLC | 10,946 | 1M | -107 | -1.0% | 3Q | SEC ↗ |
| 16 | MML INVESTORS SERVICES, LLC | 8,193 | 971K | +1,226 | +17.6% | 33Q | SEC ↗ |
| 17 | Quantinno Capital Management LP | 7,969 | 944K | +154 | +2.0% | 3Q | SEC ↗ |
| 18 | JONES FINANCIAL COMPANIES LLLP | 7,763 | 920K | -254 | -3.2% | 8Q | SEC ↗ |
| 19 | Well Done, LLC | 7,580 | 898K | -7,946 | -51.2% | 33Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 7,391 | 876K | -657 | -8.2% | 10Q | SEC ↗ |
| 21 | Savant Capital, LLC | 6,589 | 781K | -204 | -3.0% | 13Q | SEC ↗ |
| 22 | CITADEL ADVISORS LLC | 5,941 | 704K | +115 | +2.0% | 3Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 5,596 | 663K | -37 | -0.7% | 31Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 5,568 | 660K | -4,045 | -42.1% | 33Q | SEC ↗ |
| 25 | J.W. COLE ADVISORS, INC. NEW | 5,496 | 651K | — | +0.0% | 1Q | SEC ↗ |
| 26 | WILLNER & HELLER, LLC | 5,464 | 648K | -380 | -6.5% | 11Q | SEC ↗ |
| 27 | Colonial River Investments, LLC | 4,974 | 590K | -310 | -5.9% | 19Q | SEC ↗ |
| 28 | BANK OF AMERICA CORP /DE | 4,204 | 498K | -1,976 | -32.0% | 15Q | SEC ↗ |
| 29 | CWM, LLC | 3,684 | 437K | -576 | -13.5% | 6Q | SEC ↗ |
| 30 | CAPTRUST FINANCIAL ADVISORS | 3,202 | 380K | — | +0.0% | 5Q | SEC ↗ |
| 31 | HAZLETT, BURT & WATSON, INC. | 3,160 | 375K | — | +0.0% | 18Q | SEC ↗ |
| 32 | VICTORY FINANCIAL GROUP, LLC | 2,921 | 346K | -1,256 | -30.1% | 7Q | SEC ↗ |
| 33 | OSAIC HOLDINGS, INC. | 2,849 | 338K | -832 | -22.6% | 26Q | SEC ↗ |
| 34 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2,793 | 331K | — | +0.0% | 2Q | SEC ↗ |
| 35 | MISSION WEALTH MANAGEMENT, LP | 2,695 | 319K | — | +0.0% | 19Q | SEC ↗ |
| 36 | Kestra Advisory Services, LLC | 2,659 | 315K | -540 | -16.9% | 24Q | SEC ↗ |
| 37 | Creative Planning | 2,499 | 296K | — | +0.0% | 21Q | SEC ↗ |
| 38 | FMR LLC | 2,378 | 282K | +168 | +7.6% | 22Q | SEC ↗ |
| 39 | Quattro Advisors LLC | 2,305 | 273K | — | +0.0% | 3Q | SEC ↗ |
| 40 | Private Advisor Group, LLC | 2,167 | 257K | — | +0.0% | 14Q | SEC ↗ |
| 41 | Sovran Advisors, LLC | 1,792 | 212K | — | +0.0% | 3Q | SEC ↗ |
| 42 | First Heartland Consultants, Inc. NEW | 1,699 | 201K | — | +0.0% | 1Q | SEC ↗ |
| 43 | BlackRock, Inc. | 1,417 | 168K | — | +0.0% | 2Q | SEC ↗ |
| 44 | MERCER GLOBAL ADVISORS INC /ADV NEW | 1,019 | 121K | — | +0.0% | 1Q | SEC ↗ |
| 45 | WHITTIER TRUST CO | 582 | 69K | — | +0.0% | 2Q | SEC ↗ |
| 46 | Spectrum Wealth Advisory Group, LLC NEW | 579 | 69K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Tidemark, LLC | 575 | 68K | — | +0.0% | 11Q | SEC ↗ |
| 48 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 449 | 53K | — | +0.0% | 8Q | SEC ↗ |
| 49 | Steward Partners Investment Advisory, | 414 | 49K | — | +0.0% | 33Q | SEC ↗ |
| 50 | Clearstead Advisors, LLC | 321 | 38K | — | +0.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| J.W. COLE ADVISORS, INC. | 5,496 | 651K |
| First Heartland Consultants, Inc. | 1,699 | 201K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,019 | 121K |
| Spectrum Wealth Advisory Group, LLC | 579 | 69K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TORONTO DOMINION BANK | 360,000 | 43M |
| IMC-Chicago, LLC | 35,329 | 4M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 9,413 | 1M |
| AXXCESS WEALTH MANAGEMENT, LLC | 5,294 | 627K |
| Independent Advisor Alliance | 4,774 | 566K |
| Baer Investment Advisory LLC | 4,177 | 495K |
| Farther Finance Advisors, LLC | 3,140 | 372K |
| Western Wealth Management, LLC | 2,834 | 336K |
| FLAGSHIP HARBOR ADVISORS, LLC | 2,564 | 304K |
| Mariner, LLC | 1,936 | 229K |
| Compass Financial Services Inc | 388 | 46K |
| MAI Capital Management | 113 | 13K |
| Rockefeller Capital Management L.P. | 32 | 4K |
| Advisory Services Network, LLC | 8 | 1K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +8,350 | +145.7% | 14,082 |
| GOLDMAN SACHS GROUP INC | +6,912 | +36.9% | 25,644 |
| MML INVESTORS SERVICES, LLC | +1,226 | +17.6% | 8,193 |
| Empirical Asset Management, LLC | +793 | +5.2% | 16,047 |
| COMMONWEALTH EQUITY SERVICES, LLC | +733 | +1.1% | 70,010 |
| RAYMOND JAMES FINANCIAL INC | +312 | +1.3% | 23,897 |
| FMR LLC | +168 | +7.6% | 2,378 |
| Quantinno Capital Management LP | +154 | +2.0% | 7,969 |
| CITADEL ADVISORS LLC | +115 | +2.0% | 5,941 |
| JPMORGAN CHASE & CO | +112 | +114.3% | 210 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -33,897 | -24.7% | 103,198 |
| Well Done, LLC | -7,946 | -51.2% | 7,580 |
| Cambridge Investment Research Advis | -4,557 | -16.3% | 23,473 |
| ROYAL BANK OF CANADA | -4,045 | -42.1% | 5,568 |
| LPL Financial LLC | -1,985 | -1.9% | 104,652 |
| BANK OF AMERICA CORP /DE | -1,976 | -32.0% | 4,204 |
| VICTORY FINANCIAL GROUP, LLC | -1,256 | -30.1% | 2,921 |
| OSAIC HOLDINGS, INC. | -832 | -22.6% | 2,849 |
| Cetera Investment Advisers | -657 | -8.2% | 7,391 |
| CWM, LLC | -576 | -13.5% | 3,684 |
| Kestra Advisory Services, LLC | -540 | -16.9% | 2,659 |
| Pacific Sun Financial Corp | -530 | -2.7% | 18,972 |
| UBS Group AG | -400 | -57.0% | 302 |
| WELLS FARGO & COMPANY/MN | -387 | -1.1% | 34,871 |
| WILLNER & HELLER, LLC | -380 | -6.5% | 5,464 |
| Colonial River Investments, LLC | -310 | -5.9% | 4,974 |
| JONES FINANCIAL COMPANIES LLLP | -254 | -3.2% | 7,763 |
| Savant Capital, LLC | -204 | -3.0% | 6,589 |
| EP Wealth Advisors, LLC | -107 | -1.0% | 10,946 |
| AMERIPRISE FINANCIAL INC | -52 | -0.4% | 14,143 |