Invesco Zacks Mid-Cap ETF
CZA
46 hedge funds and large institutions have $70M invested in Invesco Zacks Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
150% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 8
19% more capital invested
Capital invested by funds: $58.6M → $70M (+$11.4M)
15% more funds holding
Funds holding: 40 → 46 (+6)
1.05% more ownership
Funds ownership: 27.8% → 28.85% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.73M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.42M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.22M |
| 4 |
Jane Street
New York
|
+$1.03M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.65M |
| 2 |
B
Bridgeworth
Birmingham,
Alabama
|
-$764K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$243K |
| 4 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$207K |
| 5 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$172K |
CZA Hedge Fund Activity: Q4 2017 in Review
46 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q4 2017, worth a combined $70M — up 19% from $58.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CZA positions and 4 closed out — a net gain of 6 holders — while 20 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.73M. The largest seller was Wells Fargo, cutting an estimated $5.65M.
- 46 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q4 2017, up from 40 in Q3 2017.
- Funds reported $70M of Invesco Zacks Mid-Cap ETF stock for Q4 2017, up 19% quarter-over-quarter.
- 10 funds opened new Invesco Zacks Mid-Cap ETF positions in Q4 2017 and 4 closed out, a net change of +6 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q4 2017 was Morgan Stanley, an estimated $2.73M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q4 2017 was Wells Fargo, an estimated $5.65M sold.
Based on aggregated 13F filings for Q4 2017.