Invesco Zacks Mid-Cap ETF
CZA
34 hedge funds and large institutions have $36.9M invested in Invesco Zacks Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
10% more funds holding
Funds holding: 31 → 34 (+3)
0.24% less ownership
Funds ownership: 27.19% → 26.95% (-0.24%)
0% less capital invested
Capital invested by funds: $37M → $36.9M (-$134K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
+$292K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$290K |
| 3 |
LPL Financial
San Diego,
California
|
+$204K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$186K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$170K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$626K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$221K |
| 3 |
Morgan Stanley
New York
|
-$182K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$70K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$36.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ECM
26
Exchange Capital Management
Ann Arbor,
Michigan
| $16K | +$15.6K | +297 | New |
|
|
NFG
27
Next Financial Group
Houston,
Texas
| $11K | – | – | – |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| $7K | +$7.08K | +135 | New |
|
|
WEC
29
Winslow Evans & Crocker
Boston,
Massachusetts
| $5.33K | – | – | – |
|
30
Citigroup
New York
| $2K | – | – | – |
|
|
WDL
31
Well Done LLC
Holland,
Michigan
| $1.89K | – | – | – |
|
32
BlackRock
New York
| $1K | +$524 | +10 | +77% |
|
|
SBL
33
Sargent Bickham Lagudis
Boulder,
Colorado
| $4 | +$3.83K | +73 | New |
|
|
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$626K | -12,347 | Closed |
|
|
35
Envestnet Asset Management
Chicago,
Illinois
| – | -$70K | -1,381 | Closed |
|
CZA Hedge Fund Activity: Q3 2016 in Review
34 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q3 2016, worth a combined $36.9M — down 0.36% from $37M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CZA positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Voya Financial Advisors, opening a new position worth an estimated $292K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $626K sold.
- 34 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q3 2016, up from 31 in Q2 2016.
- Funds reported $36.9M of Invesco Zacks Mid-Cap ETF stock for Q3 2016, down 0.36% quarter-over-quarter.
- 6 funds opened new Invesco Zacks Mid-Cap ETF positions in Q3 2016 and 2 closed out, a net change of +4 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q3 2016 was Voya Financial Advisors, an estimated $292K added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q3 2016 was Susquehanna International Group, an estimated $626K sold.
Based on aggregated 13F filings for Q3 2016.