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 65 institutions that hold shares in the stock, with a total of 888,990 shares, which have been reported (via 13F filing form) to have a value of $95 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
6,293
shares
|
$670,582
0.0% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
6,205
shares
|
$661,204
0.17% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
6,059
shares
|
$645,647
0.31% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
6,059
shares
|
$645,647
0.02% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
6,055
shares
|
$645,220
0.0% of portfolio
|
Q4 2024
Added 110.46%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
5,682
shares
|
$605,473
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,372
shares
|
$572,440
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,962
shares
|
$528,750
0.0% of portfolio
|
Q4 2024
Reduced 24.41%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,362
shares
|
$464,814
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,342
shares
|
$462,683
0.17% of portfolio
|
Q4 2023
Added 0.51%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,243
shares
|
$452,134
0.0% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
3,859
shares
|
$411,215
0.18% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
3,777
shares
|
$402,477
0.0% of portfolio
|
Q1 2023
Reduced 7.47%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
3,685
shares
|
$392,673
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,345
shares
|
$356,443
0.02% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,330
shares
|
$354,844
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
3,140
shares
|
$334,598
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,997
shares
|
$319,360
0.02% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,735
shares
|
$291,441
0.0% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
2,479
shares
|
$264,162
0.03% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
2,150
shares
|
$229,104
0.0% of portfolio
|
Q4 2024
Reduced 45.69%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,060
shares
|
$219,513
0.0% of portfolio
|
Q4 2024
Reduced 33.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,997
shares
|
$212,800
0.01% of portfolio
|
Q1 2020
Added 8.06%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,580
shares
|
$168,364
0.0% of portfolio
|
Q4 2024
Added 174.78%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,484
shares
|
$158,135
0.0% of portfolio
|
Q4 2024
Added 7.23%
|