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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$75M
2
Bank of America
Bank of America
North Carolina
$4.44M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$758K
4
IWC
Integrated Wealth Concepts
Massachusetts
$666K
5
KWM
Kingsview Wealth Management
Oregon
$915K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
Ameriprise
Ameriprise
Minnesota
$5.44M
3
TFS
Thoroughbred Financial Services
Tennessee
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
26
Wintrust Investments
Illinois
$596K -$14.6K -200 -2%
SWAG
27
Spectrum Wealth Advisory Group
California
$513K -$362K -4,972 -41%
CWM
28
Cornerstone Wealth Management
Missouri
$452K +$187K +2,569 +71%
GT
29
Greenleaf Trust
Michigan
$397K – – –
GP
30
Girard Partners
Pennsylvania
$319K -$116K -1,595 -27%
FHC
31
First Heartland Consultants
Missouri
$317K – – –
PWM
32
Paulson Wealth Management
Illinois
$308K -$61.3K -841 -17%
SPIA
33
Steward Partners Investment Advisory
New York
$275K – – –
NFG
34
Next Financial Group
Texas
$265K -$4.74K -65 -2%
Creative Planning
35
Creative Planning
Kansas
$223K -$11.3K -156 -5%
US Bancorp
36
US Bancorp
Minnesota
$204K +$27.2K +375 +15%
CTC
37
Central Trust Company
Missouri
$186K – – –
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$181K +$10.3K +142 +6%
APA
39
American Portfolios Advisors
New York
$179K -$2.55K -35 -1%
FHA
40
Flagship Harbor Advisors
Massachusetts
$135K +$45.8K +630 +51%
AM
41
Atwater Malick
Pennsylvania
$117K +$117K +1,608 New
FAAS
42
First Allied Advisory Services
California
$105K +$105K +1,433 New
AIC
43
Ameritas Investment Company
Nebraska
$79K +$79K +1,082 New
ASN
44
Advisory Services Network
Georgia
$51K – – –
LFG
45
LifePlan Financial Group
Ohio
$44K +$44K +602 New
SFS
46
Sowell Financial Services
Arkansas
$39K +$39K +531 New
Citigroup
47
Citigroup
New York
$38K -$10.1K -140 -21%
GWM
48
Geneos Wealth Management
Colorado
$30K – – –
William Blair & Company
49
William Blair & Company
Illinois
$27K – – –
AP
50
Advisors Preferred
Maryland
$18K +$18K +254 New
1
2
3