Invesco Zacks Mid-Cap ETF
CZA
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.
29% more capital invested
Capital invested by funds: $160M → $207M (+$46.6M)
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
8.48% more ownership
Funds ownership: 57.81% → 66.29% (+8.5%)
4% more funds holding
Funds holding: 55 → 57 (+2)
6% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$101M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.43M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.27M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$984K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$825K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$65.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.93M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.32M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.26M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$855K |
CZA Hedge Fund Activity: Q4 2019 in Review
57 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q4 2019, worth a combined $207M — up 29% from $160M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CZA positions and 9 closed out — a net gain of 2 holders — while 16 added to existing stakes and 17 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $65.1M.
- 57 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q4 2019, up from 55 in Q3 2019.
- Funds reported $207M of Invesco Zacks Mid-Cap ETF stock for Q4 2019, up 29% quarter-over-quarter.
- 11 funds opened new Invesco Zacks Mid-Cap ETF positions in Q4 2019 and 9 closed out, a net change of +2 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q4 2019 was Susquehanna International Group, an estimated $101M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q4 2019 was Morgan Stanley, an estimated $65.1M sold.
Based on aggregated 13F filings for Q4 2019.