Invesco Zacks Mid-Cap ETF
CZA
30 hedge funds and large institutions have $42.7M invested in Invesco Zacks Mid-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.
67% more capital invested
Capital invested by funds: $25.5M → $42.7M (+$17.2M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
12.66% more ownership
Funds ownership: 20.79% → 33.45% (+13%)
3% more funds holding
Funds holding: 29 → 30 (+1)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$15M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$2.63M |
| 3 |
Morgan Stanley
New York
|
+$1.53M |
| 4 |
Jane Street
New York
|
+$418K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$338K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$867K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$700K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$660K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$622K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$472K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
26
WFG Advisors
Dallas,
Texas
| $13K | – | – | – |
|
27
Citigroup
New York
| $6K | – | – | – |
|
|
NFG
28
Next Financial Group
Houston,
Texas
| $4K | – | – | – |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2K | +$1.86K | +38 | New |
|
30
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $7 | – | – | – |
|
|
CS
31
Credit Suisse
Zurich,
Switzerland
| – | -$867K | -17,851 | Closed |
|
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$472K | -9,700 | Closed |
|
|
PAS
33
Partnervest Advisory Services
Santa Barbara,
California
| – | -$15K | -300 | Closed |
|
CZA Hedge Fund Activity: Q3 2014 in Review
30 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q3 2014, worth a combined $42.7M — up 67% from $25.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CZA positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Bank of America, adding an estimated $15M. The largest seller was Credit Suisse, exiting entirely with an estimated $867K sold.
- 30 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q3 2014, up from 29 in Q2 2014.
- Funds reported $42.7M of Invesco Zacks Mid-Cap ETF stock for Q3 2014, up 67% quarter-over-quarter.
- 4 funds opened new Invesco Zacks Mid-Cap ETF positions in Q3 2014 and 3 closed out, a net change of +1 holder.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q3 2014 was Bank of America, an estimated $15M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q3 2014 was Credit Suisse, an estimated $867K sold.
Based on aggregated 13F filings for Q3 2014.