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 64 institutions that hold shares in the stock, with a total of 771,684 shares, which have been reported (via 13F filing form) to have a value of $83.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
6,660
shares
|
$723,475
0.0% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
6,367
shares
|
$691,647
0.0% of portfolio
|
Q2 2025
Added 25.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
6,101
shares
|
$662,751
0.0% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
5,865
shares
|
$637,114
0.29% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
5,865
shares
|
$637,114
0.02% of portfolio
|
Q2 2025
Added 23.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
5,375
shares
|
$583,886
0.0% of portfolio
|
Q2 2025
Reduced 37.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,372
shares
|
$583,560
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
5,278
shares
|
$573,349
0.09% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
5,277
shares
|
$573,240
0.0% of portfolio
|
Q2 2025
Added 39.71%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,342
shares
|
$471,671
0.17% of portfolio
|
Q4 2023
Added 0.51%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,288
shares
|
$465,805
0.0% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
3,920
shares
|
$425,829
0.0% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
3,685
shares
|
$400,301
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
3,619
shares
|
$393,131
0.0% of portfolio
|
Q2 2025
Added 64.28%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
3,435
shares
|
$373,144
0.15% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,330
shares
|
$361,737
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,202
shares
|
$347,833
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,140
shares
|
$341,098
0.01% of portfolio
|
Q2 2025
Added 804.9%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,808
shares
|
$305,033
0.02% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,658
shares
|
$288,738
0.0% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,656
shares
|
$288,521
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
2,091
shares
|
$227,145
0.02% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
2,073
shares
|
$225,189
0.0% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,997
shares
|
$216,934
0.01% of portfolio
|
Q1 2020
Added 8.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
963
shares
|
$104,610
0.0% of portfolio
|
Q3 2024
Reduced 2.03%
|