Institutional Ownership Invesco Exchange Traded Fd Tr (CZA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (CZA). We have compiled data on the 62 institutions that hold shares in the stock, with a total of 810,507 shares, which have been reported (via 13F filing form) to have a value of $85.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
176,573
shares
|
$18.7 Million
0.0% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
130,453
shares
|
$13.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.79%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
81,222
shares
|
$8.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
29,484
shares
|
$3.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
26,140
shares
|
$2.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
25,645
shares
|
$2.72 Million
0.0% of portfolio
|
Q1 2025
Added 1628.1%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
25,626
shares
|
$2.72 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
21,871
shares
|
$2.32 Million
0.0% of portfolio
|
Q1 2025
Added 33.62%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
20,032
shares
|
$2.12 Million
1.18% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
20,018
shares
|
$2.12 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
17,456
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
15,535
shares
|
$1.65 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
14,446
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Added 22.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
13,604
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
12,075
shares
|
$1.28 Million
0.47% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
10,124
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
9,071
shares
|
$961,798
0.0% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
8,546
shares
|
$906,132
0.17% of portfolio
|
Q4 2022
Reduced 3.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,490
shares
|
$900,194
0.0% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
8,271
shares
|
$876,974
0.01% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,650
shares
|
$811,129
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
7,584
shares
|
$804,131
0.01% of portfolio
|
Q2 2024
Reduced 11.94%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,509
shares
|
$796,179
0.0% of portfolio
|
Q1 2025
Added 249.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
7,042
shares
|
$746,663
0.0% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
6,954
shares
|
$737,332
0.65% of portfolio
|
Q2 2025
Reduced 4.0%
|