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Get Institutions for : 
Invesco Zacks Mid Cap ETF (CZA)  
$99.75 1.31 (1.33%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 60    2
Total shares held : 
 1,385,068  
% of shares held : 
 44.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -8  
Amount of shares held : 
 538,871  
% of shares held change : 
   17.5%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $83.95  
Last Quarter's Ending Price : 
 $93.81  
Last Quarter's Average Price : 
 $86.76  
Change from last quarter's     
avg. price to the last closing  : 
12.99 (14.97%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 583,308
 42.11%
 
Increased Positions :
12
 17,363
 1.25%
 
Unchanged Positions :
18
 70,711
 5.11%
 
Decreased Positions :
22
-29,084
-2.1%
 
Closed Positions :
6
-32,716
-2.36%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 964 - 2024-03-31 187,717 $19,089,000 -16,282
   COMMONWEALTH EQUITY SERVICES LLC. 911 - 2024-03-31 76,104 $7,739,000 -807
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 912 - 2024-03-31 36,673 $3,729,000 -1,370
   Rodgers & Associates LTD 38 - 2024-03-31 30,120 $3,063,000 -3,169
   WELLS FARGO & CO/MN 2392 - 2024-03-31 25,813 $2,625,000 -58
   AMERIPRISE FINANCIAL INC 2836 - 2024-03-31 18,306 $1,861,000 -3,685
   NWAM LLC 150 - 2024-03-31 16,773 $1,664,000 -746
   MML INVESTORS SERVICES LLC 1258 - 2024-03-31 12,752 $1,297,000 -4,471
   ROYAL BANK OF CANADA 2810 - 2024-03-31 12,485 $1,270,000 -2,116
   Empirical Asset Management LLC 46 - 2024-03-31 11,302 $1,149,000 -703
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2513 - 2024-03-31 10,190 $1,036,000 -664
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2044 - 2024-03-31 9,830 $1,000,000 -229
   BANK OF AMERICA CORP /DE/ 4112 - 2024-03-31 8,416 $856,000 -8
   ENVESTNET ASSET MANAGEMENT INC 3135 - 2024-03-31 8,064 $820,000 -4,813
   Advisor Group Holdings Inc. 2521 - 2024-03-31 7,883 $802,000 -4,787
   WILLNER & HELLER LLC 38 - 2023-12-31 8,213 $771,000 -686
   VICTORY FINANCIAL GROUP LLC 28 - 2024-03-31 6,439 $655,000 -3,319
   RAYMOND JAMES & ASSOCIATES 2958 - 2024-03-31 5,534 $563,000 -81
   Kestra Advisory Services LLC 1759 - 2024-03-31 4,137 $421,000 -596
   HAZLETT BURT & WATSON INC. 80 - 2024-03-31 4,121 $420,000 -220
   FIRST HEARTLAND CONSULTANTS INC 362 - 2024-03-31 2,479 $252,000 -8
   Steward Partners Investment Advisory LLC 1329 - 2024-03-31 2,462 $250,000 -64
   Tidemark LLC 107 - 2024-03-31 2,452 $249,000 -1,118
   MARINER WEALTH ADVISORS, LLC 2658 - 2024-03-31 2,214 $225,000 -26
   J P MORGAN CHASE & CO 4453 - 2024-03-31 1,023 $104,000 -10
  25 Records found
  1    
  Page 1 of 1
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