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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

48 hedge funds and large institutions have $72.4M invested in Invesco Zacks Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WDL
1
Well Done LLC
Michigan
$4.15M
2
CWM
2
Cornerstone Wealth Management
Missouri
$3.93M
3
PSF
3
Pacific Sun Financial
California
$1.51M
4
LPL Financial
4
LPL Financial
California
$8.92M
5
WI
5
Wintrust Investments
Illinois
$559K

Top Sellers

1
VFA
1
Voya Financial Advisors
Connecticut
$0
2
PWM
2
Paulson Wealth Management
Illinois
$867K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.49M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.12M
5
AG
5
Advisor Group
Arizona
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
26
Greenleaf Trust
Michigan
$353K -$4.21K -65 -1%
FHC
27
First Heartland Consultants
Missouri
$281K – – –
SPIA
28
Steward Partners Investment Advisory
New York
$248K – – –
Citigroup
29
Citigroup
New York
$155K -$53.3K -825 -26%
NWM
30
Northwest Wealth Management
Iowa
$127K – – –
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$125K -$1.87K -29 -1%
KC
32
KHP Capital
Oklahoma
$106K -$84K -1,300 -44%
HNB
33
Huntington National Bank
Ohio
$104K -$104K -1,600 Closed
APA
34
American Portfolios Advisors
New York
$95.2K – – –
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71K +$29.6K +458 +72%
AIP
36
Ameritas Investment Partners
Nebraska
$67K +$67K +1,037 New
GWM
37
Geneos Wealth Management
Colorado
$43K +$43K +671 New
IA
38
IFP Advisors
Florida
$30K – – –
YWP
39
YorkBridge Wealth Partners
New York
$25K +$25K +385 New
GT
40
Glenmede Trust
Pennsylvania
$15K -$6.44K -100 -30%
AWA
41
Acorn Wealth Advisors
Michigan
$15K – – –
BWP
42
Baldwin Wealth Partners
Massachusetts
$15K +$15K +230 New
CFD
43
Creative Financial Designs
Indiana
$14K – – –
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$13K +$13K +200 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$9K – – –
SBL
46
Sargent Bickham Lagudis
Colorado
$5K – – –
BCA
47
Bay Colony Advisors
Massachusetts
$5K +$5K +82 New
LWA
48
Lenox Wealth Advisors
New York
$1K +$1K +10 New
VFA
49
Voya Financial Advisors
Connecticut
– -$1.07M -16,738 Closed
IWM
50
IHT Wealth Management
Illinois
– -$181K -2,852 Closed
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