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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

57 hedge funds and large institutions have $142M invested in Invesco Zacks Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 25 reducing their positions, and 3 closing their positions.

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
10
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$70.2M
2
IMC Chicago
2
IMC Chicago
Illinois
$1.81M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.76M
4
LPL Financial
4
LPL Financial
California
$9.89M
5
RJA
5
Raymond James & Associates
Florida
$2.53M

Top Sellers

1
Citigroup
1
Citigroup
New York
$15K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.24M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Cornerstone Wealth Management
Missouri
$386K -$50.3K -598 -12%
FHC
27
First Heartland Consultants
Missouri
$367K – – –
PAG
28
Private Advisor Group
New Jersey
$362K -$75.9K -900 -17%
Stifel Financial
29
Stifel Financial
Missouri
$327K -$16.7K -198 -5%
Goldman Sachs
30
Goldman Sachs
New York
$282K -$655K -7,785 -70%
UBS Group
31
UBS Group
Switzerland
$280K -$16.4K -194 -6%
FFN
32
Focus Financial Network
Minnesota
$277K +$277K +3,291 New
SPIA
33
Steward Partners Investment Advisory
New York
$265K -$54.4K -646 -17%
SCM
34
Southport Capital Management
Tennessee
$252K – – –
APA
35
American Portfolios Advisors
New York
$213K – – –
TFGT
36
TS Financial Group (TSFG)
Illinois
$200K – – –
AIC
37
Ameritas Investment Company
Nebraska
$189K -$192K -2,274 -50%
MFA
38
McClarren Financial Advisors
Pennsylvania
$77K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$73K – – –
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$73K +$25.2K +300 +53%
FI
41
FormulaFolio Investments
Michigan
$72K +$72K +800 New
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$66K – – –
RG
43
Retirement Group
California
$59K -$106K -1,260 -64%
SSB
44
Sandy Spring Bank
Maryland
$39K +$39K +459 New
GWM
45
Geneos Wealth Management
Colorado
$26K – – –
SFS
46
Sowell Financial Services
Arkansas
$24K – – –
William Blair & Company
47
William Blair & Company
Illinois
$23K – – –
HI
48
Harbour Investments
Wisconsin
$23K +$23K +269 New
DWMG
49
DB Wealth Management Group
California
$22K – – –
NFG
50
Next Financial Group
Texas
$21K -$126K -1,530 -86%
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