Invesco Zacks Mid-Cap ETF
CZA
28 hedge funds and large institutions have $28.4M invested in Invesco Zacks Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
27% more funds holding
Funds holding: 22 → 28 (+6)
18% more capital invested
Capital invested by funds: $24.1M → $28.4M (+$4.32M)
1.91% more ownership
Funds ownership: 21.23% → 23.13% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
+$1.44M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.1M |
| 3 |
Jane Street
New York
|
+$594K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$573K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$553K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$970K |
| 2 |
AIG
American International Group
New York
|
-$574K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$398K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$350K |
| 5 |
Bank of New York Mellon
New York
|
-$8.65K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $5K | – | – | – |
|
|
TWA
27
TCI Wealth Advisors
Tucson,
Arizona
| $1K | +$906 | +20 | New |
|
28
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $6 | – | – | – |
|
CZA Hedge Fund Activity: Q1 2014 in Review
28 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q1 2014, worth a combined $28.4M — up 18% from $24.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CZA positions and 0 closed out — a net gain of 6 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was VSR Financial Services, adding an estimated $1.44M. The largest seller was Bank of America, cutting an estimated $970K.
- 28 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q1 2014, up from 22 in Q4 2013.
- Funds reported $28.4M of Invesco Zacks Mid-Cap ETF stock for Q1 2014, up 18% quarter-over-quarter.
- 6 funds opened new Invesco Zacks Mid-Cap ETF positions in Q1 2014 and 0 closed out, a net change of +6 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q1 2014 was VSR Financial Services, an estimated $1.44M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q1 2014 was Bank of America, an estimated $970K sold.
Based on aggregated 13F filings for Q1 2014.