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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

49 hedge funds and large institutions have $167M invested in Invesco Zacks Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
49
Holders Change
-9
Holders Change %
-15.52%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$86M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.91M
3
Ameriprise
3
Ameriprise
Minnesota
$2.96M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.09M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$459K
2
Wells Fargo
2
Wells Fargo
California
$8.04M
3
Stifel Financial
3
Stifel Financial
Missouri
$458K
4
WDL
4
Well Done LLC
Michigan
$965K
5
DW
5
Domani Wealth
Pennsylvania
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$458K -$1.33M -21,577 -74%
PAG
27
Private Advisor Group
New Jersey
$378K -$148K -2,407 -28%
AIC
28
Ameritas Investment Company
Nebraska
$333K +$117K +1,900 +54%
CWM
29
Cornerstone Wealth Management
Missouri
$318K -$615 -10 -0.2%
FHC
30
First Heartland Consultants
Missouri
$267K – – –
SPIA
31
Steward Partners Investment Advisory
New York
$233K – – –
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$190K +$31.7K +515 +20%
RG
33
Retirement Group
California
$152K +$152K +2,471 New
FHA
34
Flagship Harbor Advisors
Massachusetts
$150K -$17.4K -285 -10%
TFGT
35
TS Financial Group (TSFG)
Illinois
$146K +$146K +2,375 New
APA
36
American Portfolios Advisors
New York
$133K – – –
CAN
37
Cetera Advisor Networks
California
$114K +$114K +1,848 New
CWM
38
Cedar Wealth Management
California
$85K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$53K – – –
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$48K – – –
LFG
41
LifePlan Financial Group
Ohio
$37K – – –
Citigroup
42
Citigroup
New York
$28K – – –
SFS
43
Sowell Financial Services
Arkansas
$27K – – –
William Blair & Company
44
William Blair & Company
Illinois
$23K – – –
GWM
45
Geneos Wealth Management
Colorado
$16K -$8.86K -150 -36%
US Bancorp
46
US Bancorp
Minnesota
$15K -$187K -3,036 -93%
GT
47
Glenmede Trust
Pennsylvania
$14K – – –
OIA
48
Optimum Investment Advisors
Illinois
$5K -$45.1K -722 -90%
SBL
49
Sargent Bickham Lagudis
Colorado
$4K – – –
Jane Street
50
Jane Street
New York
– -$701K -13,237 Closed
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2
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