Invesco Zacks Mid-Cap ETF
CZA
61 hedge funds and large institutions have $145M invested in Invesco Zacks Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
101% more capital invested
Capital invested by funds: $72M → $145M (+$73.1M)
36.11% more ownership
Funds ownership: 38.62% → 74.74% (+36%)
17% more funds holding
Funds holding: 52 → 61 (+9)
52% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFG
Jefferies Financial Group
New York
|
+$48.6M |
| 2 |
Morgan Stanley
New York
|
+$11.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$942K |
| 4 |
PCA
Pallas Capital Advisors
Braintree,
Massachusetts
|
+$665K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$595K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
-$1.51M |
| 2 |
LPL Financial
San Diego,
California
|
-$809K |
| 3 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$659K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$403K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$242K |
CZA Hedge Fund Activity: Q4 2023 in Review
61 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q4 2023, worth a combined $145M — up 101% from $72M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CZA positions and 5 closed out — a net gain of 9 holders — while 11 added to existing stakes and 23 trimmed.
The largest buyer was Jefferies Financial Group, opening a new position worth an estimated $48.6M. The largest seller was IMC Chicago, exiting entirely with an estimated $1.51M sold.
- 61 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q4 2023, up from 52 in Q3 2023.
- Funds reported $145M of Invesco Zacks Mid-Cap ETF stock for Q4 2023, up 101% quarter-over-quarter.
- 14 funds opened new Invesco Zacks Mid-Cap ETF positions in Q4 2023 and 5 closed out, a net change of +9 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q4 2023 was Jefferies Financial Group, an estimated $48.6M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q4 2023 was IMC Chicago, an estimated $1.51M sold.
Based on aggregated 13F filings for Q4 2023.