Invesco Zacks Mid-Cap ETF
CZA
43 hedge funds and large institutions have $63.5M invested in Invesco Zacks Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 9 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
3.76% less ownership
Funds ownership: 28.85% → 25.09% (-3.8%)
7% less funds holding
Funds holding: 46 → 43 (-3)
9% less capital invested
Capital invested by funds: $70M → $63.5M (-$6.46M)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.82M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.77M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.54M |
| 4 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
+$878K |
| 5 |
Jane Street
New York
|
+$657K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WDL
Well Done LLC
Holland,
Michigan
|
-$4.2M |
| 2 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$2.81M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.65M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.19M |
| 5 |
Morgan Stanley
New York
|
-$1.18M |
CZA Hedge Fund Activity: Q1 2018 in Review
43 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q1 2018, worth a combined $63.5M — down 9.2% from $70M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of CZA and 6 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 15 added.
The largest buyer was Wells Fargo, adding an estimated $1.82M. The largest seller was Well Done LLC, exiting entirely with an estimated $4.2M sold.
- 43 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q1 2018, down from 46 in Q4 2017.
- Funds reported $63.5M of Invesco Zacks Mid-Cap ETF stock for Q1 2018, down 9.2% quarter-over-quarter.
- 6 funds opened new Invesco Zacks Mid-Cap ETF positions in Q1 2018 and 9 closed out, a net change of -3 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q1 2018 was Wells Fargo, an estimated $1.82M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q1 2018 was Well Done LLC, an estimated $4.2M sold.
Based on aggregated 13F filings for Q1 2018.