Invesco Zacks Mid-Cap ETF
CZA
35 hedge funds and large institutions have $46.1M invested in Invesco Zacks Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
6% more capital invested
Capital invested by funds: $43.4M → $46.1M (+$2.75M)
6% more funds holding
Funds holding: 33 → 35 (+2)
0.08% more ownership
Funds ownership: 28.47% → 28.55% (+0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.74M |
| 2 |
Jane Street
New York
|
+$1.58M |
| 3 |
WDL
Well Done LLC
Holland,
Michigan
|
+$1.48M |
| 4 |
LPL Financial
San Diego,
California
|
+$530K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$464K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.08M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.24M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.14M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$394K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$246K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $184K | +$30.1K | +527 | +20% |
|
|
CTC
27
Central Trust Company
Jefferson City,
Missouri
| $149K | – | – | – |
|
28
Creative Planning
Overland Park,
Kansas
| $97K | – | – | – |
|
29
JP Morgan Chase
New York
| $93K | +$28.9K | +506 | +46% |
|
|
GT
30
Glenmede Trust
Philadelphia,
Pennsylvania
| $33K | – | – | – |
|
|
NFG
31
Next Financial Group
Houston,
Texas
| $12K | – | – | – |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| $5K | +$4.68K | +82 | New |
|
|
SBL
33
Sargent Bickham Lagudis
Boulder,
Colorado
| $4K | – | – | – |
|
34
BlackRock
New York
| $1K | – | – | – |
|
|
FHC
35
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$246K | -4,523 | Closed |
|
36
Citigroup
New York
| – | -$3K | -46 | Closed |
|
CZA Hedge Fund Activity: Q1 2017 in Review
35 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q1 2017, worth a combined $46.1M — up 6.3% from $43.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CZA positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $2.74M. The largest seller was Morgan Stanley, cutting an estimated $3.08M.
- 35 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q1 2017, up from 33 in Q4 2016.
- Funds reported $46.1M of Invesco Zacks Mid-Cap ETF stock for Q1 2017, up 6.3% quarter-over-quarter.
- 5 funds opened new Invesco Zacks Mid-Cap ETF positions in Q1 2017 and 2 closed out, a net change of +3 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q1 2017 was Raymond James & Associates, an estimated $2.74M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q1 2017 was Morgan Stanley, an estimated $3.08M sold.
Based on aggregated 13F filings for Q1 2017.