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Invesco Zacks Mid-Cap ETF
CZA

57 hedge funds and large institutions have $207M invested in Invesco Zacks Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $160M → $207M (+$46.6M)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

8.48% more ownership

Funds ownership: 57.81% → 66.29% (+8.5%)

4% more funds holding

Funds holding: 55 → 57 (+2)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$101M
2
LPL Financial
LPL Financial
California
+$1.43M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.27M
4
RJA
Raymond James & Associates
Florida
+$984K
5
SPC
Sigma Planning Corp
Michigan
+$825K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$65.1M
2
Ameriprise
Ameriprise
Minnesota
-$1.93M
3
AG
Advisor Group
Arizona
-$1.32M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.26M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$855K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$32K – – –
William Blair & Company
52
William Blair & Company
Illinois
$28K – – –
BWP
53
Baldwin Wealth Partners
Massachusetts
$18K – – –
GT
54
Glenmede Trust
Pennsylvania
$17K – – –
IA
55
IFP Advisors
Florida
$14K +$13.7K +183 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$10K – – –
SBL
57
Sargent Bickham Lagudis
Colorado
$6K – – –
Citadel Advisors
58
Citadel Advisors
Florida
– -$1.26M -17,287 Closed
PWM
59
Paulson Wealth Management
Illinois
– -$308K -4,226 Closed
Creative Planning
60
Creative Planning
Kansas
– -$223K -3,068 Closed
CTC
61
Central Trust Company
Missouri
– -$186K -2,556 Closed
AM
62
Atwater Malick
Pennsylvania
– -$117K -1,608 Closed
FAAS
63
First Allied Advisory Services
California
– -$105K -1,433 Closed
AIC
64
Ameritas Investment Company
Nebraska
– -$79K -1,082 Closed
AP
65
Advisors Preferred
Maryland
– -$18K -254 Closed
GI
66
Gradient Investments
Minnesota
– -$3K -38 Closed
1 2
3

CZA Hedge Fund Activity: Q4 2019 in Review

57 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q4 2019, worth a combined $207M — up 29% from $160M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CZA positions and 9 closed out — a net gain of 2 holders — while 16 added to existing stakes and 17 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $65.1M.

  • 57 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q4 2019, up from 55 in Q3 2019.
  • Funds reported $207M of Invesco Zacks Mid-Cap ETF stock for Q4 2019, up 29% quarter-over-quarter.
  • 11 funds opened new Invesco Zacks Mid-Cap ETF positions in Q4 2019 and 9 closed out, a net change of +2 holders.
  • The largest Invesco Zacks Mid-Cap ETF buyer in Q4 2019 was Susquehanna International Group, an estimated $101M added.
  • The largest Invesco Zacks Mid-Cap ETF seller in Q4 2019 was Morgan Stanley, an estimated $65.1M sold.

Based on aggregated 13F filings for Q4 2019.