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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

58 hedge funds and large institutions have $80.8M invested in Invesco Zacks Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
16
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$7.94M
2
DW
2
Domani Wealth
Pennsylvania
$2.33M
3
Wells Fargo
3
Wells Fargo
California
$8.72M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.91M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.8M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.08M
2
Ameriprise
2
Ameriprise
Minnesota
$798K
3
WDL
3
Well Done LLC
Michigan
$1.97M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.75M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$22K 421 – –
William Blair & Company
52
William Blair & Company
Illinois
$20K 370 – –
GT
53
Glenmede Trust
Pennsylvania
$17K 233 – –
NFG
54
Next Financial Group
Texas
$14K 255 -3,419 -93%
CFA
55
Carroll Financial Associates
North Carolina
$13K 264 +264 New
PFBT
56
Parkside Financial Bank & Trust
Missouri
$9K 175 +175 New
SBL
57
Sargent Bickham Lagudis
Colorado
$4K 73 – –
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
– – -14,006 Closed
KWM
59
Kingsview Wealth Management
Oregon
– – -13,526 Closed
SPC
60
Sigma Planning Corp
Michigan
– – -11,040 Closed
RICHC
61
Renaissance Investment Consultants Holding Company
Pennsylvania
– – -7,421 Closed
GP
62
Girard Partners
Pennsylvania
– – -3,715 Closed
IWM
63
IHT Wealth Management
Illinois
– – -2,674 Closed
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
– – -750 Closed
PFP
65
Pinnacle Financial Partners
Tennessee
– – -475 Closed
BWP
66
Baldwin Wealth Partners
Massachusetts
– – -230 Closed
IA
67
IFP Advisors
Florida
– – -183 Closed
CFGS
68
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$0 2 +2 New
1 2
3