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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

46 hedge funds and large institutions have $183M invested in Invesco Zacks Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 9 closing their positions.

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$109M
2
EWA
2
EP Wealth Advisors
California
$2.79M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.65M
4
FFBTD
4
First Financial Bank - Trust Division
Ohio
$900K
5
Citadel Advisors
5
Citadel Advisors
Florida
$548K

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$0
2
RJA
2
Raymond James & Associates
Florida
$6.81M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Jane Street
4
Jane Street
New York
$839K
5
Wells Fargo
5
Wells Fargo
California
$6.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GP
26
Girard Partners
Pennsylvania
$408K +$408K +5,985 New
GT
27
Greenleaf Trust
Michigan
$372K – – –
FHC
28
First Heartland Consultants
Missouri
$296K – – –
SPIA
29
Steward Partners Investment Advisory
New York
$261K – – –
CTC
30
Central Trust Company
Missouri
$174K +$174K +2,556 New
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$156K +$24.1K +354 +18%
Citigroup
32
Citigroup
New York
$135K -$28.3K -415 -17%
NWM
33
Northwest Wealth Management
Iowa
$126K -$7.57K -111 -6%
KC
34
KHP Capital
Oklahoma
$112K – – –
APA
35
American Portfolios Advisors
New York
$100K – – –
HNB
36
Huntington National Bank
Ohio
$99K -$104K – –
AIP
37
Ameritas Investment Partners
Nebraska
$70K – – –
GWM
38
Geneos Wealth Management
Colorado
$35K -$10.1K -150 -22%
IA
39
IFP Advisors
Florida
$31K – – –
YWP
40
YorkBridge Wealth Partners
New York
$26K – – –
SWP
41
Stratos Wealth Partners
Ohio
$24K +$24K +350 New
BWP
42
Baldwin Wealth Partners
Massachusetts
$16K – – –
CFD
43
Creative Financial Designs
Indiana
$15K – – –
QCIG
44
Quad-Cities Investment Group
Iowa
$6K +$6K +85 New
SBL
45
Sargent Bickham Lagudis
Colorado
$5K – – –
LWA
46
Lenox Wealth Advisors
New York
$1K – – –
CWM
47
Cornerstone Wealth Management
Missouri
– -$3.93M -254,156 Closed
RJFSA
48
Raymond James Financial Services Advisors
Florida
– -$1.32M -20,473 Closed
CF
49
Centaurus Financial
California
– -$371K -5,730 Closed
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$71K -1,097 Closed
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2
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