Invesco Zacks Mid-Cap ETF
CZA
49 hedge funds and large institutions have $159M invested in Invesco Zacks Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 9 closing their positions.
113% more capital invested
Capital invested by funds: $74.7M → $159M (+$84.1M)
29.05% more ownership
Funds ownership: 33.06% → 62.1% (+29%)
8% less funds holding
Funds holding: 53 → 49 (-4)
20% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 15
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$71.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.63M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.36M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$919K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$753K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Claybrook Capital
Wellesley,
Massachusetts
|
-$3.79M |
| 2 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
-$3.27M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.64M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$710K |
| 5 |
Jane Street
New York
|
-$511K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFS
51
Thoroughbred Financial Services
Brentwood,
Tennessee
| – | -$3.27M | -46,665 | Closed |
|
|
52
Jane Street
New York
| – | -$511K | -8,669 | Closed |
|
|
NFG
53
Next Financial Group
Houston,
Texas
| – | -$248K | -4,205 | Closed |
|
54
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$211K | -3,578 | Closed |
|
|
AIC
55
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$159K | -2,701 | Closed |
|
|
BOPW
56
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| – | -$29K | -500 | Closed |
|
|
DWM
57
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$24K | -400 | Closed |
|
CZA Hedge Fund Activity: Q1 2019 in Review
49 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q1 2019, worth a combined $159M — up 113% from $74.7M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of CZA and 5 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 12 added.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $71.8M. The largest seller was Claybrook Capital, exiting entirely with an estimated $3.79M sold.
- 49 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q1 2019, down from 53 in Q4 2018.
- Funds reported $159M of Invesco Zacks Mid-Cap ETF stock for Q1 2019, up 113% quarter-over-quarter.
- 5 funds opened new Invesco Zacks Mid-Cap ETF positions in Q1 2019 and 9 closed out, a net change of -4 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q1 2019 was Goldman Sachs, an estimated $71.8M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q1 2019 was Claybrook Capital, an estimated $3.79M sold.
Based on aggregated 13F filings for Q1 2019.