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 62 institutions that hold shares in the stock, with a total of 880,796 shares, which have been reported (via 13F filing form) to have a value of $95.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
6,224
shares
|
$677,171
0.0% of portfolio
|
Q2 2024
Reduced 21.05%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 19, 2024 Q2 2024 |
6,174
shares
|
$671,731
0.32% of portfolio
|
Q2 2024
Reduced 6.84%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
6,073
shares
|
$660,742
0.28% of portfolio
|
Q2 2024
Reduced 5.68%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
5,971
shares
|
$649,644
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,372
shares
|
$584,473
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,342
shares
|
$472,409
0.17% of portfolio
|
Q4 2023
Added 0.51%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
4,220
shares
|
$459,136
0.0% of portfolio
|
Q2 2024
Added 2.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
3,972
shares
|
$432,153
0.0% of portfolio
|
Q2 2024
Reduced 56.97%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,859
shares
|
$419,859
0.19% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,777
shares
|
$410,937
0.0% of portfolio
|
Q1 2023
Reduced 7.47%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
3,685
shares
|
$400,928
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
3,368
shares
|
$366,438
0.02% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
3,350
shares
|
$364,480
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
3,335
shares
|
$362,848
0.0% of portfolio
|
Q2 2024
Reduced 67.27%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,330
shares
|
$362,304
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,075
shares
|
$334,560
0.02% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
2,894
shares
|
$314,867
0.0% of portfolio
|
Q2 2024
Added 21.09%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
2,577
shares
|
$280,377
0.0% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
2,479
shares
|
$269,715
0.02% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
2,272
shares
|
$247,193
0.0% of portfolio
|
Q2 2024
Reduced 7.72%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
2,080
shares
|
$226,304
0.0% of portfolio
|
Q2 2024
Reduced 6.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,997
shares
|
$217,273
0.01% of portfolio
|
Q1 2020
Added 8.06%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,912
shares
|
$208,025
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
1,556
shares
|
$169,292
0.01% of portfolio
|
Q4 2023
Added 33.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
983
shares
|
$106,950
0.0% of portfolio
|
Q2 2024
Reduced 3.91%
|