Invesco Zacks Mid-Cap ETF
CZA
29 hedge funds and large institutions have $25.5M invested in Invesco Zacks Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
4% more funds holding
Funds holding: 28 → 29 (+1)
2.35% less ownership
Funds ownership: 23.13% → 20.79% (-2.3%)
10% less capital invested
Capital invested by funds: $28.4M → $25.5M (-$2.87M)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$727K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$342K |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$265K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$165K |
| 5 |
LPL Financial
San Diego,
California
|
+$152K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$2.13M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.07M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$979K |
| 4 |
Jane Street
New York
|
-$608K |
| 5 |
Bank of New York Mellon
New York
|
-$311K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
26
WFG Advisors
Dallas,
Texas
| $13K | – | – | – |
|
27
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $7K | – | – | – |
|
28
Citigroup
New York
| $6K | – | – | – |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $4K | +$3.61K | +77 | New |
|
|
30
Jane Street
New York
| – | -$608K | -13,109 | Closed |
|
|
31
Bank of New York Mellon
New York
| – | -$311K | -6,701 | Closed |
|
|
TWA
32
TCI Wealth Advisors
Tucson,
Arizona
| – | -$1K | -20 | Closed |
|
CZA Hedge Fund Activity: Q2 2014 in Review
29 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q2 2014, worth a combined $25.5M — down 10% from $28.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CZA positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 9 trimmed.
The largest buyer was B. Riley Wealth Advisors, adding an estimated $727K. The largest seller was VSR Financial Services, cutting an estimated $2.13M.
- 29 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q2 2014, up from 28 in Q1 2014.
- Funds reported $25.5M of Invesco Zacks Mid-Cap ETF stock for Q2 2014, down 10% quarter-over-quarter.
- 4 funds opened new Invesco Zacks Mid-Cap ETF positions in Q2 2014 and 3 closed out, a net change of +1 holder.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q2 2014 was B. Riley Wealth Advisors, an estimated $727K added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q2 2014 was VSR Financial Services, an estimated $2.13M sold.
Based on aggregated 13F filings for Q2 2014.