INVESCO EXCHANGE TRADED FD T CZA
ZACKS MID CAP · ETP · CUSIP 46137Y401
57
institutional holders
+1 vs Q4 2022
912.1k
shares reported held*
$79.2mreported value*
9 new
7 added
19 reduced
5 sold out
net sold ≈ $3.7m (-46.4k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $86.82.
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 57 |
| Q4 2022 | 56 |
| Q1 2023 | 57 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 23 | 23 |
| Q1 2023 | 16 | 24 |
Biggest buyers
| LPL Financial LLC | Added | +35.7k |
| AMERIPRISE FINANCIAL INC | Added | +12.1k |
| ROYAL BANK OF CANADA | Added | +11.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +6.8k |
| Birchcreek Wealth Management, LLC | New | +5.3k |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | New | +4.2k |
| Private Advisor Group, LLC | New | +4.1k |
| FLOW TRADERS U.S. LLC | New | +3.0k |
| CITADEL ADVISORS LLC | New | +2.8k |
| Western Wealth Management, LLC | New | +2.7k |
Biggest sellers
| BANK OF AMERICA CORP /DE/ | Reduced | -57.6k |
| IFP Advisors, Inc | Sold out | -16.0k |
| WELLS FARGO & COMPANY/MN | Reduced | -14.1k |
| IMC-Chicago, LLC | Sold out | -13.6k |
| Integrated Wealth Concepts LLC | Sold out | -13.3k |
| EP Wealth Advisors, LLC | Reduced | -3.6k |
| Rodgers & Associates, LTD | Reduced | -3.2k |
| Empirical Asset Management, LLC | Reduced | -3.0k |
| UBS Group AG | Reduced | -2.5k |
| Clear Creek Financial Management, LLC | Sold out | -2.3k |
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| LPL Financial LLC 0.02% of their portfolio | 302.6k $26.4m | Added +35.7k |
| MORGAN STANLEY 0.00% of their portfolio | 101.5k $8.9m | Added +1.7k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 72.1k $6.3m | Reduced -635 |
| Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio | 39.6k $3.5m | Reduced -1.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 35.3k $3.1m | Added +11.7k |
| Rodgers & Associates, LTD 0.46% of their portfolio | 33.7k $2.9m | Reduced -3.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 32.2k $2.8m | Reduced -14.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 22.3k $1.9m | Added +12.1k |
| EP Wealth Advisors, LLC 0.02% of their portfolio | 20.1k $1.3m | Reduced -3.6k |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 19.7k $1.7m | Reduced -1.5k |
| NWAM LLC 0.16% of their portfolio | 18.3k $1.6m | Unchanged |
| Well Done, LLC 0.31% of their portfolio | 16.6k $1.4m | Reduced -492 |
| Davis Investment Partners, LLC 0.73% of their portfolio | 16.2k $1.4m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 15.4k $1.3m | Reduced -1.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 15.0k $1.3m | Reduced -57.6k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 13.6k $1.2m | Reduced -1.2k |
| Empirical Asset Management, LLC 0.99% of their portfolio | 11.8k $1.0m | Reduced -3.0k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 11.2k $977.6k | Reduced -1.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 10.7k $931.6k | Added +6.8k |
| Colonial River Investments, LLC 0.47% of their portfolio | 9.2k $802.6k | Reduced -419 |
| Domani Wealth, LLC 0.17% of their portfolio | 8.5k $746.1k | Unchanged |
| Meridian Wealth Management, LLC 0.06% of their portfolio | 8.1k $702.8k | Unchanged |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 5.7k $493.4k | Reduced -944 |
| Birchcreek Wealth Management, LLC 0.37% of their portfolio | 5.3k $464.9k | New |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 4.7k $414.2k | Reduced -43 |
| Equitable Holdings, Inc. 0.01% of their portfolio | 4.6k $400.2k | Reduced -233 |
| Cornerstone Wealth Management, LLC 0.04% of their portfolio | 4.4k $381.6k | First filing |
| TNF LLC 0.17% of their portfolio | 4.3k $373.5k | Unchanged |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 0.19% of their portfolio | 4.2k $363.6k | New |
| Private Advisor Group, LLC 0.00% of their portfolio | 4.1k $359.9k | New |
| HAZLETT, BURT & WATSON, INC. 0.29% of their portfolio | 4.1k $355.0k | Unchanged |
| Creative Planning 0.00% of their portfolio | 3.8k $329.7k | Reduced -305 |
| MISSION WEALTH MANAGEMENT, LP 0.01% of their portfolio | 3.7k $321.7k | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 3.4k $292.5k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 3.1k $274.4k | Unchanged |
| First Heartland Consultants, Inc. 0.04% of their portfolio | 3.1k $270.6k | Unchanged |
| FLOW TRADERS U.S. LLC 0.01% of their portfolio | 3.0k $259.0k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 2.8k $248.1k | New |
| Western Wealth Management, LLC 0.02% of their portfolio | 2.7k $237.4k | New |
| FMR LLC 0.00% of their portfolio | 2.1k $185.3k | Added +1.0k |
| TSFG, LLC 0.06% of their portfolio | 2.0k $173.0k | Reduced -80 |
| Ameritas Advisory Services, LLC 0.01% of their portfolio | 1.8k $156.7k | New |
| UBS Group AG 0.00% of their portfolio | 1.8k $155.1k | Reduced -2.5k |
| HARBOUR INVESTMENTS, INC. 0.01% of their portfolio | 1.2k $101.8k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.0k $90.2k | Unchanged |
| Retirement Group, LLC 0.02% of their portfolio | 488 $43.0k | Unchanged |
| Advisory Services Network, LLC 0.00% of their portfolio | 380 $33.2k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 176 $15.4k | Unchanged |
| DB Wealth Management Group, LLC 0.01% of their portfolio | 143 $12.5k | Unchanged |
| Spire Wealth Management 0.00% of their portfolio | 140 $12.2k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 139 $12.1k | Unchanged |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 135 $11.8k | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 89 $7.8k | Added +6 |
| HHM Wealth Advisors, LLC 0.00% of their portfolio | 30 $2.6k | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 6 $524 | Unchanged |
| Private Ocean, LLC 0.00% of their portfolio | 5 $437 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |