Invesco Zacks Mid-Cap ETF
CZA
57 hedge funds and large institutions have $164M invested in Invesco Zacks Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
110% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 10
16% more funds holding
Funds holding: 49 → 57 (+8)
4% more capital invested
Capital invested by funds: $159M → $164M (+$5.72M)
3.38% less ownership
Funds ownership: 62.1% → 58.72% (-3.4%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
+$3.44M |
| 2 |
Jane Street
New York
|
+$1.81M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.33M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.29M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$940K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$13.9M |
| 2 |
SWAG
Spectrum Wealth Advisory Group
Granite Bay,
California
|
-$2.76M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.61M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$180K |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$170K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWP
51
Baldwin Wealth Partners
Marion,
Massachusetts
| $16K | – | – | – |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $9K | +$8.85K | +127 | New |
|
|
DWM
53
Doyle Wealth Management
St. Petersburg,
Florida
| $7K | +$6.97K | +100 | New |
|
|
SBL
54
Sargent Bickham Lagudis
Boulder,
Colorado
| $5K | – | – | – |
|
|
CFGS
55
Concourse Financial Group Securities
Birmingham,
Alabama
| $3K | +$2.51K | +36 | New |
|
|
GT
56
Glenmede Trust
Philadelphia,
Pennsylvania
| $16 | – | – | – |
|
|
NWM
57
Northwest Wealth Management
Spencer,
Iowa
| – | -$110K | -1,618 | Closed |
|
|
PFPT
58
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| – | -$32K | -475 | Closed |
|
|
LWA
59
Lenox Wealth Advisors
New York
| – | -$1K | -10 | Closed |
|
CZA Hedge Fund Activity: Q2 2019 in Review
57 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q2 2019, worth a combined $164M — up 3.6% from $159M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CZA positions and 3 closed out — a net gain of 9 holders — while 21 added to existing stakes and 10 trimmed.
The largest buyer was Thoroughbred Financial Services, opening a new position worth an estimated $3.44M. The largest seller was Goldman Sachs, cutting an estimated $13.9M.
- 57 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q2 2019, up from 49 in Q1 2019.
- Funds reported $164M of Invesco Zacks Mid-Cap ETF stock for Q2 2019, up 3.6% quarter-over-quarter.
- 12 funds opened new Invesco Zacks Mid-Cap ETF positions in Q2 2019 and 3 closed out, a net change of +9 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q2 2019 was Thoroughbred Financial Services, an estimated $3.44M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q2 2019 was Goldman Sachs, an estimated $13.9M sold.
Based on aggregated 13F filings for Q2 2019.