Invesco Zacks Mid-Cap ETF
CZA
49 hedge funds and large institutions have $167M invested in Invesco Zacks Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 13 closing their positions.
107% more capital invested
Capital invested by funds: $80.8M → $167M (+$86.5M)
36.84% more ownership
Funds ownership: 36.76% → 73.61% (+37%)
16% less funds holding
Funds holding: 58 → 49 (-9)
35% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 20
69% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$81.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.73M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.92M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$947K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$798K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8.27M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.97M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.25M |
| 4 |
WDL
Well Done LLC
Holland,
Michigan
|
-$1.25M |
| 5 |
DW
Domani Wealth
Lancaster,
Pennsylvania
|
-$857K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFBTD
51
First Financial Bank - Trust Division
Hamilton,
Ohio
| – | -$699K | -13,202 | Closed |
|
52
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$600K | -11,322 | Closed |
|
|
GVAG
53
Great Valley Advisor Group
Wilmington,
Delaware
| – | -$427K | -8,064 | Closed |
|
|
WI
54
Wintrust Investments
Chicago,
Illinois
| – | -$406K | -7,669 | Closed |
|
|
SWAG
55
Spectrum Wealth Advisory Group
Granite Bay,
California
| – | -$330K | -6,204 | Closed |
|
|
GT
56
Greenleaf Trust
Kalamazoo,
Michigan
| – | -$289K | -5,457 | Closed |
|
|
DAS
57
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$221K | -4,182 | Closed |
|
|
ASN
58
Advisory Services Network
Atlanta,
Georgia
| – | -$38K | -715 | Closed |
|
|
CFA
59
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$13K | -264 | Closed |
|
|
NFG
60
Next Financial Group
Houston,
Texas
| – | -$14K | -255 | Closed |
|
|
PFBT
61
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$9K | -175 | Closed |
|
CZA Hedge Fund Activity: Q2 2020 in Review
49 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q2 2020, worth a combined $167M — up 107% from $80.8M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of CZA and 4 opened new positions — a net loss of 9 holders — while 20 trimmed existing stakes and 13 added.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $81.3M. The largest seller was UBS Group, cutting an estimated $8.27M.
- 49 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q2 2020, down from 58 in Q1 2020.
- Funds reported $167M of Invesco Zacks Mid-Cap ETF stock for Q2 2020, up 107% quarter-over-quarter.
- 4 funds opened new Invesco Zacks Mid-Cap ETF positions in Q2 2020 and 13 closed out, a net change of -9 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q2 2020 was Goldman Sachs, an estimated $81.3M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q2 2020 was UBS Group, an estimated $8.27M sold.
Based on aggregated 13F filings for Q2 2020.