Invesco Zacks Mid-Cap ETF
CZA
55 hedge funds and large institutions have $160M invested in Invesco Zacks Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 11 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
0.91% less ownership
Funds ownership: 58.72% → 57.81% (-0.91%)
3% less capital invested
Capital invested by funds: $164M → $160M (-$4.49M)
4% less funds holding
Funds holding: 57 → 55 (-2)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$68M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.21M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$744K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$655K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$617K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$64.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.65M |
| 3 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
-$4.15M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.46M |
| 5 |
Jane Street
New York
|
-$1.86M |
CZA Hedge Fund Activity: Q3 2019 in Review
55 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q3 2019, worth a combined $160M — down 2.7% from $164M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of CZA and 9 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 19 added.
The largest buyer was Morgan Stanley, adding an estimated $68M. The largest seller was Goldman Sachs, exiting entirely with an estimated $64.4M sold.
- 55 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q3 2019, down from 57 in Q2 2019.
- Funds reported $160M of Invesco Zacks Mid-Cap ETF stock for Q3 2019, down 2.7% quarter-over-quarter.
- 9 funds opened new Invesco Zacks Mid-Cap ETF positions in Q3 2019 and 11 closed out, a net change of -2 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q3 2019 was Morgan Stanley, an estimated $68M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q3 2019 was Goldman Sachs, an estimated $64.4M sold.
Based on aggregated 13F filings for Q3 2019.