CZA icon

Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

57 hedge funds and large institutions have $207M invested in Invesco Zacks Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 9 closing their positions.

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$104M
2
LPL Financial
2
LPL Financial
California
$10.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.41M
4
RJA
4
Raymond James & Associates
Florida
$6M
5
SPC
5
Sigma Planning Corp
Michigan
$849K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.1M
2
Ameriprise
2
Ameriprise
Minnesota
$3.75M
3
AG
3
Advisor Group
Arizona
$772K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$748K +$44.6K +580 +6%
EH
27
Equitable Holdings
New York
$709K +$709K +9,220 New
WI
28
Wintrust Investments
Illinois
$628K -$1.31K -17 -0.2%
RICHC
29
Renaissance Investment Consultants Holding Company
Pennsylvania
$570K +$570K +7,421 New
SWAG
30
Spectrum Wealth Advisory Group
California
$540K -$1.62K -21 -0.3%
CWM
31
Cornerstone Wealth Management
Missouri
$474K -$3.15K -41 -0.7%
GT
32
Greenleaf Trust
Michigan
$420K – – –
GVAG
33
Great Valley Advisor Group
Delaware
$408K +$408K +5,300 New
DAS
34
Dynamic Advisor Solutions
Arizona
$356K +$356K +4,624 New
FHC
35
First Heartland Consultants
Missouri
$335K – – –
SPIA
36
Steward Partners Investment Advisory
New York
$291K – – –
GP
37
Girard Partners
Pennsylvania
$285K -$51.8K -675 -15%
NFG
38
Next Financial Group
Texas
$283K +$2.93K +38 +1%
US Bancorp
39
US Bancorp
Minnesota
$255K +$38.5K +500 +18%
FHA
40
Flagship Harbor Advisors
Massachusetts
$241K +$98.2K +1,275 +69%
IWM
41
IHT Wealth Management
Illinois
$206K +$206K +2,674 New
RG
42
Retirement Group
California
$203K +$203K +2,635 New
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$192K – – –
APA
44
American Portfolios Advisors
New York
$181K -$7.31K -95 -4%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$58K +$58K +750 New
ASN
46
Advisory Services Network
Georgia
$55K – – –
Citigroup
47
Citigroup
New York
$54K +$13.6K +176 +34%
LFG
48
LifePlan Financial Group
Ohio
$46K – – –
PFP
49
Pinnacle Financial Partners
Tennessee
$37K +$37K +475 New
SFS
50
Sowell Financial Services
Arkansas
$34K -$7.03K -91 -17%
1
2
3