Invesco Zacks Mid-Cap ETF
CZA
33 hedge funds and large institutions have $43.4M invested in Invesco Zacks Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
18% more capital invested
Capital invested by funds: $36.9M → $43.4M (+$6.53M)
1.52% more ownership
Funds ownership: 26.95% → 28.47% (+1.5%)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less funds holding
Funds holding: 34 → 33 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.25M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.06M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.04M |
| 4 |
LPL Financial
San Diego,
California
|
+$509K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$343K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$1.06M |
| 2 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$421K |
| 3 |
Morgan Stanley
New York
|
-$415K |
| 4 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
-$209K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$66K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $90K | +$18.8K | +350 | +27% |
|
27
JP Morgan Chase
New York
| $60K | +$58.7K | +1,095 | New |
|
|
GT
28
Glenmede Trust
Philadelphia,
Pennsylvania
| $31K | – | – | – |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $11K | – | – | – |
|
|
SBL
30
Sargent Bickham Lagudis
Boulder,
Colorado
| $4K | – | – | – |
|
31
Citigroup
New York
| $3K | – | – | – |
|
32
BlackRock
New York
| $1K | -$697 | -13 | -57% |
|
|
BRWA
33
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$1.06M | -19,890 | Closed |
|
|
ECM
34
Exchange Capital Management
Ann Arbor,
Michigan
| – | -$16K | -297 | Closed |
|
|
WEC
35
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$5.33K | -100 | Closed |
|
CZA Hedge Fund Activity: Q4 2016 in Review
33 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q4 2016, worth a combined $43.4M — up 18% from $36.9M a quarter earlier.
Fund positioning in CZA was balanced in Q4 2016: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 10 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.25M. The largest seller was B. Riley Wealth Advisors, exiting entirely with an estimated $1.06M sold.
- 33 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q4 2016, down from 34 in Q3 2016.
- Funds reported $43.4M of Invesco Zacks Mid-Cap ETF stock for Q4 2016, up 18% quarter-over-quarter.
- 3 funds opened new Invesco Zacks Mid-Cap ETF positions in Q4 2016 and 3 closed out, a net change of 0 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q4 2016 was Susquehanna International Group, an estimated $2.25M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q4 2016 was B. Riley Wealth Advisors, an estimated $1.06M sold.
Based on aggregated 13F filings for Q4 2016.