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 779,663 shares, which have been reported (via 13F filing form) to have a value of $82.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
134,294
shares
|
$14.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
120,731
shares
|
$12.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
81,222
shares
|
$8.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
37,894
shares
|
$4.02 Million
0.0% of portfolio
|
Q2 2025
Added 44.97%
|
|
|
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%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
27,234
shares
|
$2.89 Million
0.0% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
25,308
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2025
Added 15.71%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
20,032
shares
|
$2.12 Million
1.18% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
19,649
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2025
Added 44.44%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
17,372
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
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%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
12,203
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2025
Reduced 39.04%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
9,804
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
9,046
shares
|
$959,147
0.0% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
8,598
shares
|
$911,645
0.0% of portfolio
|
Q2 2025
Added 39.76%
|
|
|
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 |
Aug 15, 2025 Q2 2025 |
8,134
shares
|
$862,448
0.01% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
7,584
shares
|
$804,131
0.01% of portfolio
|
Q2 2024
Reduced 11.94%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
7,088
shares
|
$751,540
0.02% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
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%
|