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Invesco Zacks Mid-Cap ETF
CZA

55 hedge funds and large institutions have $128M invested in Invesco Zacks Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less funds holding

Funds holding: 61 → 55 (-6)

12% less capital invested

Capital invested by funds: $145M → $128M (-$16.8M)

12.51% less ownership

Funds ownership: 74.74% → 62.22% (-13%)

58% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 24

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
55
Holders Change
-6
Holders Change %
-9.84%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
10
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$27.8M
2
IMC Chicago
IMC Chicago
Illinois
+$2.97M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$669K
4
CA
Cetera Advisors
Colorado
+$520K
5
Truist Financial
Truist Financial
North Carolina
+$317K

Top Sellers

Rank Fund Capital Flow
1
JFG
Jefferies Financial Group
New York
-$52.5M
2
LPL Financial
LPL Financial
California
-$1.55M
3
PCA
Pallas Capital Advisors
Massachusetts
-$719K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$458K
5
Osaic Holdings
Osaic Holdings
Arizona
-$456K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$802K -$456K -4,787 -38%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$715K +$669K +7,027 New
CRI
28
Colonial River Investments
Virginia
$674K – – –
VFG
29
Victory Financial Group
Texas
$655K -$316K -3,319 -34%
RJA
30
Raymond James & Associates
Florida
$563K -$7.71K -81 -1%
CA
31
Cetera Advisors
Colorado
$555K +$520K +5,462 New
T
32
TNF
Montana
$423K – – –
KAS
33
Kestra Advisory Services
Texas
$421K -$56.7K -596 -13%
HBW
34
Hazlett, Burt & Watson
West Virginia
$420K -$20.9K -220 -5%
Creative Planning
35
Creative Planning
Kansas
$384K – – –
MWM
36
Mission Wealth Management
California
$375K – – –
WWM
37
Western Wealth Management
Colorado
$347K +$6.95K +73 +2%
Goldman Sachs
38
Goldman Sachs
New York
$341K – – –
FHA
39
Flagship Harbor Advisors
Massachusetts
$295K +$45.7K +480 +20%
PAG
40
Private Advisor Group
New Jersey
$283K +$7.24K +76 +3%
FHC
41
First Heartland Consultants
Missouri
$252K -$762 -8 -0.3%
SPIA
42
Steward Partners Investment Advisory
New York
$250K -$6.09K -64 -3%
T
43
Tidemark
California
$249K -$106K -1,118 -31%
UBS Group
44
UBS Group
Switzerland
$243K +$55.3K +581 +32%
Mariner
45
Mariner
Kansas
$225K -$2.48K -26 -1%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$183K +$28.6K +300 +20%
HI
47
Harbour Investments
Wisconsin
$158K – – –
JP Morgan Chase
48
JP Morgan Chase
New York
$104K -$952 -10 -1%
PS
49
Principal Securities
Iowa
$41.7K – – –
RG
50
Retirement Group
California
$24.5K – – –
1
2
3

CZA Hedge Fund Activity: Q1 2024 in Review

55 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q1 2024, worth a combined $128M — down 12% from $145M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of CZA and 3 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 10 added.

The largest buyer was Morgan Stanley, adding an estimated $27.8M. The largest seller was Jefferies Financial Group, exiting entirely with an estimated $52.5M sold.

  • 55 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q1 2024, down from 61 in Q4 2023.
  • Funds reported $128M of Invesco Zacks Mid-Cap ETF stock for Q1 2024, down 12% quarter-over-quarter.
  • 3 funds opened new Invesco Zacks Mid-Cap ETF positions in Q1 2024 and 8 closed out, a net change of -5 holders.
  • The largest Invesco Zacks Mid-Cap ETF buyer in Q1 2024 was Morgan Stanley, an estimated $27.8M added.
  • The largest Invesco Zacks Mid-Cap ETF seller in Q1 2024 was Jefferies Financial Group, an estimated $52.5M sold.

Based on aggregated 13F filings for Q1 2024.