Invesco Zacks Mid-Cap ETF
CZA
48 hedge funds and large institutions have $72.4M invested in Invesco Zacks Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
14% more capital invested
Capital invested by funds: $63.5M → $72.4M (+$8.92M)
12% more funds holding
Funds holding: 43 → 48 (+5)
8.08% more ownership
Funds ownership: 25.09% → 33.17% (+8.1%)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$16.4M |
| 2 |
WDL
Well Done LLC
Holland,
Michigan
|
+$4.19M |
| 3 |
PSF
Pacific Sun Financial
Los Angeles,
California
|
+$1.44M |
| 4 |
LPL Financial
San Diego,
California
|
+$566K |
| 5 |
WI
Wintrust Investments
Chicago,
Illinois
|
+$565K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$1.07M |
| 2 |
PWM
Paulson Wealth Management
Wheaton,
Illinois
|
-$585K |
| 3 |
Morgan Stanley
New York
|
-$505K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$319K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$215K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
SEI Investments
Oaks,
Pennsylvania
| – | -$184K | -2,834 | Closed |
|
|
CTC
52
Central Trust Company
Jefferson City,
Missouri
| – | -$166K | -2,556 | Closed |
|
|
RCAG
53
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$55K | -843 | Closed |
|
CZA Hedge Fund Activity: Q2 2018 in Review
48 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q2 2018, worth a combined $72.4M — up 14% from $63.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CZA positions and 6 closed out — a net gain of 5 holders — while 11 added to existing stakes and 14 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $16.4M. The largest seller was Voya Financial Advisors, exiting entirely with an estimated $1.07M sold.
- 48 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q2 2018, up from 43 in Q1 2018.
- Funds reported $72.4M of Invesco Zacks Mid-Cap ETF stock for Q2 2018, up 14% quarter-over-quarter.
- 11 funds opened new Invesco Zacks Mid-Cap ETF positions in Q2 2018 and 6 closed out, a net change of +5 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $16.4M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q2 2018 was Voya Financial Advisors, an estimated $1.07M sold.
Based on aggregated 13F filings for Q2 2018.