Invesco Zacks Mid-Cap ETF
CZA
46 hedge funds and large institutions have $183M invested in Invesco Zacks Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 9 closing their positions.
152% more capital invested
Capital invested by funds: $72.4M → $183M (+$110M)
37.28% more ownership
Funds ownership: 33.17% → 70.45% (+37%)
4% less funds holding
Funds holding: 48 → 46 (-2)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$108M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$2.77M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.46M |
| 4 |
FFBTD
First Financial Bank - Trust Division
Hamilton,
Ohio
|
+$895K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$545K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$3.93M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.32M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.32M |
| 4 |
Jane Street
New York
|
-$914K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$513K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GT
51
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$15K | -233 | Closed |
|
|
AWA
52
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$15K | -230 | Closed |
|
53
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$13K | -200 | Closed |
|
54
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$9K | -137 | Closed |
|
|
BCA
55
Bay Colony Advisors
Concord,
Massachusetts
| – | -$5K | -82 | Closed |
|
CZA Hedge Fund Activity: Q3 2018 in Review
46 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q3 2018, worth a combined $183M — up 152% from $72.4M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of CZA and 8 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 9 added.
The largest buyer was Credit Suisse, opening a new position worth an estimated $108M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $3.93M sold.
- 46 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q3 2018, down from 48 in Q2 2018.
- Funds reported $183M of Invesco Zacks Mid-Cap ETF stock for Q3 2018, up 152% quarter-over-quarter.
- 8 funds opened new Invesco Zacks Mid-Cap ETF positions in Q3 2018 and 9 closed out, a net change of -1 holder.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q3 2018 was Credit Suisse, an estimated $108M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $3.93M sold.
Based on aggregated 13F filings for Q3 2018.