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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

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.

Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
20
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.23M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.71M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.24M
4
Jane Street
4
Jane Street
New York
$1.04M
5
Bank of America
5
Bank of America
North Carolina
$2.93M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.12M
2
B
2
Bridgeworth
Alabama
$0
3
PAG
3
Private Advisor Group
New Jersey
$634K
4
PAS
4
Partnervest Advisory Services
California
$0
5
VFA
5
Voya Financial Advisors
Connecticut
$227K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$339K +$71.8K +1,095 +27%
FHC
27
First Heartland Consultants
Missouri
$284K – – –
SPIA
28
Steward Partners Investment Advisory
New York
$251K – – –
VFA
29
Voya Financial Advisors
Connecticut
$227K -$175K -2,652 -43%
IWM
30
IHT Wealth Management
Illinois
$190K +$1.6K +24 +0.8%
SEI Investments
31
SEI Investments
Pennsylvania
$186K – – –
CTC
32
Central Trust Company
Missouri
$168K – – –
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$126K +$20.9K +318 +20%
HNB
34
Huntington National Bank
Ohio
$118K – – –
APA
35
American Portfolios Advisors
New York
$96.5K +$96.5K +1,472 New
IA
36
IFP Advisors
Florida
$30K +$195 +3 +0.7%
AIP
37
Ameritas Investment Partners
Nebraska
$27K +$12.9K +417 +92%
YWP
38
YorkBridge Wealth Partners
New York
$25K -$2.6K -40 -9%
GT
39
Glenmede Trust
Pennsylvania
$21K -$15.6K -247 -43%
AWA
40
Acorn Wealth Advisors
Michigan
$15K +$15K +230 New
CFD
41
Creative Financial Designs
Indiana
$14K +$14K +213 New
CA
42
Calton & Associates
Florida
$8K +$8K +117 New
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K +$7K +102 New
FAAS
44
First Allied Advisory Services
California
$7K +$7K +104 New
SBL
45
Sargent Bickham Lagudis
Colorado
$5K – – –
B
46
Bridgeworth
Alabama
– -$764K -12,105 Closed
PAS
47
Partnervest Advisory Services
California
– -$207K -3,297 Closed
NFG
48
Next Financial Group
Texas
– -$13K -200 Closed
BlackRock
49
BlackRock
New York
– -$1K -10 Closed
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