Invesco Zacks Mid-Cap ETF
CZA
36 hedge funds and large institutions have $50.7M invested in Invesco Zacks Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 2 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
10% more capital invested
Capital invested by funds: $46.1M → $50.7M (+$4.57M)
3% more funds holding
Funds holding: 35 → 36 (+1)
0.1% less ownership
Funds ownership: 28.55% → 28.45% (-0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.89M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.64M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$1.1M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$1.09M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$860K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.07M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$870K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$645K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$425K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$395K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $231K | -$7.69K | -130 | -3% |
|
|
CTC
27
Central Trust Company
Jefferson City,
Missouri
| $154K | – | – | – |
|
28
Creative Planning
Overland Park,
Kansas
| $98K | -$2.54K | -43 | -3% |
|
29
JP Morgan Chase
New York
| $97K | – | – | – |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $70K | -$870K | -14,695 | -93% |
|
|
GT
31
Glenmede Trust
Philadelphia,
Pennsylvania
| $33K | – | – | – |
|
|
NFG
32
Next Financial Group
Houston,
Texas
| $12K | – | – | – |
|
|
SBL
33
Sargent Bickham Lagudis
Boulder,
Colorado
| $4K | – | – | – |
|
34
BlackRock
New York
| $1K | – | – | – |
|
|
IWM
35
IHT Wealth Management
Chicago,
Illinois
| $255 | +$13.3K | +225 | +2% |
|
|
36
Citadel Advisors
Miami,
Florida
| – | -$395K | -6,787 | Closed |
|
|
TRCT
37
Tower Research Capital (TRC)
New York
| – | -$5K | -82 | Closed |
|
CZA Hedge Fund Activity: Q2 2017 in Review
36 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q2 2017, worth a combined $50.7M — up 9.9% from $46.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CZA positions and 2 closed out — a net gain of 1 holder — while 14 added to existing stakes and 9 trimmed.
The largest buyer was Jane Street, adding an estimated $1.89M. The largest seller was Morgan Stanley, cutting an estimated $2.07M.
- 36 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q2 2017, up from 35 in Q1 2017.
- Funds reported $50.7M of Invesco Zacks Mid-Cap ETF stock for Q2 2017, up 9.9% quarter-over-quarter.
- 3 funds opened new Invesco Zacks Mid-Cap ETF positions in Q2 2017 and 2 closed out, a net change of +1 holder.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q2 2017 was Jane Street, an estimated $1.89M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q2 2017 was Morgan Stanley, an estimated $2.07M sold.
Based on aggregated 13F filings for Q2 2017.