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Invesco Zacks Mid-Cap ETF
CZA

56 hedge funds and large institutions have $87.9M invested in Invesco Zacks Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $82.4M → $87.9M (+$5.47M)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1.57% less ownership

Funds ownership: 44.06% → 42.49% (-1.6%)

2% less funds holding

Funds holding: 57 → 56 (-1)

64% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 22

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NL
NWAM LLC
Washington
+$1.71M
2
SOS
Silver Oak Securities
Tennessee
+$1.21M
3
Goldman Sachs
Goldman Sachs
New York
+$510K
4
SAI
Savvy Advisors Inc
New York
+$321K
5
CCFM
Clear Creek Financial Management
Washington
+$195K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$1.98M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.36M
3
IMC Chicago
IMC Chicago
Illinois
-$1.17M
4
OMC
Old Mission Capital
Illinois
-$766K
5
EAM
Empirical Asset Management
Massachusetts
-$717K
Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
26
Colonial River Investments
Virginia
$669K – – –
AWM
27
Axxcess Wealth Management
California
$657K +$9.61K +94 +2%
RJA
28
Raymond James & Associates
Florida
$582K -$6.13K -60 -1%
T
29
TNF
Montana
$473K – – –
KAS
30
Kestra Advisory Services
Texas
$457K – – –
Citadel Advisors
31
Citadel Advisors
Florida
$429K -$1.33K -13 -0.3%
HBW
32
Hazlett, Burt & Watson
West Virginia
$418K -$26.8K -262 -6%
Creative Planning
33
Creative Planning
Kansas
$409K – – –
MWM
34
Mission Wealth Management
California
$399K – – –
WWM
35
Western Wealth Management
Colorado
$362K -$2.35K -23 -0.7%
SAI
36
Savvy Advisors Inc
New York
$340K +$321K +3,140 New
Mariner
37
Mariner
Kansas
$336K +$105K +1,024 +49%
FHA
38
Flagship Harbor Advisors
Massachusetts
$333K – – –
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$312K -$46.8K -458 -14%
PAG
40
Private Advisor Group
New Jersey
$279K -$20.6K -202 -7%
FHC
41
First Heartland Consultants
Missouri
$268K – – –
CCFM
42
Clear Creek Financial Management
Washington
$207K +$195K +1,912 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$195K – – –
HI
44
Harbour Investments
Wisconsin
$169K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$159K -$82.6K -808 -36%
UBS Group
46
UBS Group
Switzerland
$150K -$154K -1,510 -52%
JP Morgan Chase
47
JP Morgan Chase
New York
$104K -$2.04K -20 -2%
T
48
Tidemark
California
$76.2K – – –
Jones Financial Companies
49
Jones Financial Companies
Missouri
$62.2K +$58.8K +575 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$48.6K +$45.9K +449 New
1
2
3

CZA Hedge Fund Activity: Q3 2024 in Review

56 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q3 2024, worth a combined $87.9M — up 6.6% from $82.4M a quarter earlier.

Fund positioning in CZA was balanced in Q3 2024: 6 funds opened new positions, 6 closed out, 8 added to existing stakes and 22 trimmed.

The largest buyer was NWAM LLC, opening a new position worth an estimated $1.71M. The largest seller was LPL Financial, cutting an estimated $1.98M.

  • 56 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q3 2024, down from 57 in Q2 2024.
  • Funds reported $87.9M of Invesco Zacks Mid-Cap ETF stock for Q3 2024, up 6.6% quarter-over-quarter.
  • 6 funds opened new Invesco Zacks Mid-Cap ETF positions in Q3 2024 and 6 closed out, a net change of 0 holders.
  • The largest Invesco Zacks Mid-Cap ETF buyer in Q3 2024 was NWAM LLC, an estimated $1.71M added.
  • The largest Invesco Zacks Mid-Cap ETF seller in Q3 2024 was LPL Financial, an estimated $1.98M sold.

Based on aggregated 13F filings for Q3 2024.