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Get Institutions for : 
Invesco Zacks Mid Cap ETF (CZA)  
$100.54 0.02 (0.01%) as of 4:30 Thu 5/16


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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  : 
13.78 (15.89%)  




 
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
560,000
 40.43%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PACIFIC SUN FINANCIAL CORP 19 - 2024-03-31 20,952 $2,131,000 0
   Well Done LLC 48 - 2024-03-31 16,596 $1,688,000 0
   Davis Investment Partners LLC 25 - 2024-03-31 16,225 $1,605,000 0
   SAVANT CAPITAL MANAGEMENT INC 580 - 2024-03-31 8,612 $876,000 0
   BB&T CORP 1702 - 2023-12-31 8,323 $781,000 0
   PBWM Holdings LLC 61 - 2023-03-31 8,546 $746,000 0
   Colonial River Wealth Management LLC 71 - 2024-03-31 6,627 $674,000 0
   TNF LLC 62 - 2024-03-31 4,342 $423,000 0
   MISSION WEALTH MANAGEMENT LLC 475 - 2024-03-31 3,685 $375,000 0
   CREATIVE PLANNING 1967 - 2023-12-31 3,777 $354,000 0
   GOLDMAN SACHS GROUP INC/ 4034 - 2023-12-31 3,350 $314,000 0
   PRINCIPAL SECURITIES INC. 1632 - 2024-03-31 410 $42,000 0
   Retirement Group LLC 335 - 2024-03-31 241 $24,000 0
   Spire Wealth Management 1616 - 2024-03-31 142 $14,000 0
   PNC FINANCIAL SERVICES GROUP INC 3574 - 2024-03-31 139 $14,000 0
   BLAIR WILLIAM & CO/IL 1687 - 2024-03-31 135 $14,000 0
   DB Wealth Management Group LLC 272 - 2023-12-31 143 $13,000 0
   Sargent Bickham Lagudis LLC 763 - 2022-12-31 73 $6,000 0
   Goss Wealth Management LLC 3206 - 2023-12-31 31 $3,000 0
   HHM Wealth Advisors LLC 665 - 2023-12-31 30 $3,000 0
   PROEQUITIES INC. 6028 - 2024-03-31 0 $0 0
  21 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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