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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

40 hedge funds and large institutions have $58.6M invested in Invesco Zacks Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$10.4M
2
LFAS
2
Level Four Advisory Services
Texas
$2M
3
LPL Financial
3
LPL Financial
California
$6.02M
4
B
4
Bridgeworth
Alabama
$764K
5
RJA
5
Raymond James & Associates
Florida
$8.28M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
PAS
2
Partnervest Advisory Services
California
$207K
3
IWM
3
IHT Wealth Management
Illinois
$180K
4
Stifel Financial
4
Stifel Financial
Missouri
$923K
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$241K -$628 -10 -0.3%
PAS
27
Partnervest Advisory Services
California
$207K -$943K -15,016 -82%
IWM
28
IHT Wealth Management
Illinois
$180K -$577K -9,068 -76%
SEI Investments
29
SEI Investments
Pennsylvania
$178K +$178K +2,834 New
CTC
30
Central Trust Company
Missouri
$161K – – –
HNB
31
Huntington National Bank
Ohio
$113K +$113K +1,800 New
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$100K – – –
GT
33
Glenmede Trust
Pennsylvania
$36K – – –
IA
34
IFP Advisors
Florida
$29K -$44.3K -700 -60%
AIP
35
Ameritas Investment Partners
Nebraska
$28K +$28K +455 New
YWP
36
YorkBridge Wealth Partners
New York
$27K +$27K +425 New
NFG
37
Next Financial Group
Texas
$13K – – –
SBL
38
Sargent Bickham Lagudis
Colorado
$5K – – –
BlackRock
39
BlackRock
New York
$1K – – –
Jane Street
40
Jane Street
New York
– -$3.6M -59,622 Closed
Creative Planning
41
Creative Planning
Kansas
– -$98K -1,617 Closed
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