Invesco Zacks Mid-Cap ETF
CZA
53 hedge funds and large institutions have $74.7M invested in Invesco Zacks Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
15% more funds holding
Funds holding: 46 → 53 (+7)
31% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 16
37.39% less ownership
Funds ownership: 70.45% → 33.06% (-37%)
59% less capital invested
Capital invested by funds: $183M → $74.7M (-$108M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Claybrook Capital
Wellesley,
Massachusetts
|
+$4.12M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.74M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.69M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.23M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$763K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$109M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.98M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.11M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.09M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$508K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWA
51
Lenox Wealth Advisors
New York
| $1K | – | – | – |
|
|
GT
52
Glenmede Trust
Philadelphia,
Pennsylvania
| $13 | +$14.9K | +233 | New |
|
|
CS
53
Credit Suisse
Zurich,
Switzerland
| – | -$109M | -1,600,000 | Closed |
|
|
PAG
54
Private Advisor Group
Morristown,
New Jersey
| – | -$1.11M | -16,266 | Closed |
|
|
SWP
55
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$24K | -350 | Closed |
|
|
CFD
56
Creative Financial Designs
Kokomo,
Indiana
| – | -$15K | -213 | Closed |
|
|
QCIG
57
Quad-Cities Investment Group
Davenport,
Iowa
| – | -$6K | -85 | Closed |
|
58
Fidelity Investments
Boston,
Massachusetts
| – | +$128 | +2 | New |
|
CZA Hedge Fund Activity: Q4 2018 in Review
53 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q4 2018, worth a combined $74.7M — down 59% from $183M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CZA positions and 5 closed out — a net gain of 8 holders — while 11 added to existing stakes and 16 trimmed.
The largest buyer was Claybrook Capital, opening a new position worth an estimated $4.12M. The largest seller was Credit Suisse, exiting entirely with an estimated $109M sold.
- 53 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q4 2018, up from 46 in Q3 2018.
- Funds reported $74.7M of Invesco Zacks Mid-Cap ETF stock for Q4 2018, down 59% quarter-over-quarter.
- 13 funds opened new Invesco Zacks Mid-Cap ETF positions in Q4 2018 and 5 closed out, a net change of +8 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q4 2018 was Claybrook Capital, an estimated $4.12M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q4 2018 was Credit Suisse, an estimated $109M sold.
Based on aggregated 13F filings for Q4 2018.