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 842,070 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
176,573
shares
|
$17.6 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 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.79%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
82,730
shares
|
$8.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
32,023
shares
|
$3.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
26,356
shares
|
$2.62 Million
0.33% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
26,140
shares
|
$2.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
25,645
shares
|
$2.55 Million
0.0% of portfolio
|
Q1 2025
Added 1628.1%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
25,289
shares
|
$2.52 Million
0.11% of portfolio
|
Q1 2025
Added 40.92%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
21,871
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Added 33.62%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
20,502
shares
|
$2.04 Million
1.28% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
20,018
shares
|
$1.99 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
17,456
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
15,785
shares
|
$1.57 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
13,604
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
12,875
shares
|
$1.28 Million
0.56% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
12,103
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Added 666.01%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
11,812
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
10,124
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
9,071
shares
|
$902,564
0.0% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
8,546
shares
|
$850,327
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
|
$844,755
0.0% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
8,271
shares
|
$822,964
0.01% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,650
shares
|
$761,175
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
7,584
shares
|
$754,608
0.01% of portfolio
|
Q2 2024
Reduced 11.94%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,509
shares
|
$747,145
0.0% of portfolio
|
Q1 2025
Added 249.26%
|