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 59 institutions that hold shares in the stock, with a total of 1.27 Million shares, which have been reported (via 13F filing form) to have a value of $123 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
557,859
shares
|
$54 Million
0.0% of portfolio
|
Q1 2024
Added 319.42%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
187,717
shares
|
$18.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.98%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
76,104
shares
|
$7.37 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
36,673
shares
|
$3.55 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.6%
|
|
Imc Chicago, LLC
|
Apr 12, 2024 Q1 2024 |
31,176
shares
|
$3.02 Million
0.12% of portfolio
|
Q1 2024
New holding
|
|
Rodgers & Associates, LTD
|
May 10, 2024 Q1 2024 |
30,120
shares
|
$2.92 Million
0.39% of portfolio
|
Q1 2024
Reduced 9.52%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
25,813
shares
|
$2.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
Pacific Sun Financial Corp
|
May 01, 2024 Q1 2024 |
20,952
shares
|
$2.03 Million
1.33% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
20,737
shares
|
$2.01 Million
0.02% of portfolio
|
Q4 2023
Reduced 1.55%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
18,306
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.76%
|
|
Nwam LLC
Mercer Island, WA |
May 09, 2024 Q1 2024 |
16,773
shares
|
$1.62 Million
0.14% of portfolio
|
Q1 2024
Reduced 4.26%
|
|
Well Done, LLC
|
Apr 18, 2024 Q1 2024 |
16,596
shares
|
$1.61 Million
0.33% of portfolio
|
Q1 2023
Reduced 2.88%
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2024 Q1 2024 |
16,225
shares
|
$1.57 Million
0.7% of portfolio
|
Q4 2022
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
12,752
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2024
Reduced 25.96%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
12,485
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2024
Reduced 14.49%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
11,657
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2024
Added 40.06%
|
|
Empirical Asset Management, LLC
|
May 10, 2024 Q1 2024 |
11,302
shares
|
$1.09 Million
0.38% of portfolio
|
Q1 2024
Reduced 5.86%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
10,190
shares
|
$987,003
0.0% of portfolio
|
Q1 2024
Reduced 6.12%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
9,830
shares
|
$952,133
0.0% of portfolio
|
Q1 2024
Reduced 2.28%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
9,231
shares
|
$894,114
0.0% of portfolio
|
Q1 2024
Added 34.6%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
8,612
shares
|
$834,158
0.01% of portfolio
|
Q4 2023
Reduced 1.62%
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
8,546
shares
|
$827,765
0.17% of portfolio
|
Q4 2022
Reduced 3.72%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
8,416
shares
|
$815,173
0.0% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
8,303
shares
|
$804,228
0.01% of portfolio
|
Q1 2024
Added 1.22%
|
|
Willner & Heller, LLC
|
Mar 06, 2024 Q4 2023 |
8,213
shares
|
$795,511
0.88% of portfolio
|
Q4 2023
Reduced 7.71%
|