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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

49 hedge funds and large institutions have $159M invested in Invesco Zacks Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
12
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$74.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.51M
3
Ameriprise
3
Ameriprise
Minnesota
$9.96M
4
PAG
4
Private Advisor Group
New Jersey
$960K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.97M

Top Sellers

1
CC
1
Claybrook Capital
Massachusetts
$0
2
TFS
2
Thoroughbred Financial Services
Tennessee
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$636K
4
RJA
4
Raymond James & Associates
Florida
$3.96M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
26
Wintrust Investments
Illinois
$571K -$12.5K -184 -2%
PWM
27
Paulson Wealth Management
Illinois
$446K -$161K -2,368 -27%
GP
28
Girard Partners
Pennsylvania
$407K – – –
GT
29
Greenleaf Trust
Michigan
$372K – – –
CWM
30
Cornerstone Wealth Management
Missouri
$342K -$33.2K -359 -9%
FHC
31
First Heartland Consultants
Missouri
$296K – – –
SPIA
32
Steward Partners Investment Advisory
New York
$258K – – –
CTC
33
Central Trust Company
Missouri
$174K – – –
APA
34
American Portfolios Advisors
New York
$157K +$65.4K +960 +71%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$142K -$13K -192 -8%
NWM
36
Northwest Wealth Management
Iowa
$110K – – –
FHA
37
Flagship Harbor Advisors
Massachusetts
$72K +$72K +1,070 New
AIP
38
Ameritas Investment Partners
Nebraska
$70K – – –
Citigroup
39
Citigroup
New York
$40K -$7.86K -115 -16%
GWM
40
Geneos Wealth Management
Colorado
$35K – – –
PFP
41
Pinnacle Financial Partners
Tennessee
$32K +$32K +475 New
YWP
42
YorkBridge Wealth Partners
New York
$26K – – –
William Blair & Company
43
William Blair & Company
Illinois
$25K – – –
HNB
44
Huntington National Bank
Ohio
$20K -$38K – –
BWP
45
Baldwin Wealth Partners
Massachusetts
$16K – – –
SBL
46
Sargent Bickham Lagudis
Colorado
$5K – – –
IA
47
IFP Advisors
Florida
$3K -$20.6K -344 -87%
LWA
48
Lenox Wealth Advisors
New York
$1K – – –
GT
49
Glenmede Trust
Pennsylvania
$15 – – –
CC
50
Claybrook Capital
Massachusetts
– -$3.8M -64,345 Closed
1
2
3