Invesco Zacks Mid-Cap ETF
CZA
53 hedge funds and large institutions have $77.1M invested in Invesco Zacks Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 21 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
8% more funds holding
Funds holding: 49 → 53 (+4)
37.89% less ownership
Funds ownership: 73.61% → 35.72% (-38%)
54% less capital invested
Capital invested by funds: $167M → $77.1M (-$90.3M)
67% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.06M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$793K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$764K |
| 4 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$360K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$320K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$86M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.66M |
| 4 |
IMC Chicago
Chicago,
Illinois
|
-$2.29M |
| 5 |
LPL Financial
San Diego,
California
|
-$2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIA
51
Optimum Investment Advisors
Chicago,
Illinois
| $5K | – | – | – |
|
|
SBL
52
Sargent Bickham Lagudis
Boulder,
Colorado
| $5K | – | – | – |
|
|
APWA
53
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $2K | +$2.28K | +35 | New |
|
|
54
Goldman Sachs
New York
| – | -$86M | -1,400,100 | Closed |
|
|
55
IMC Chicago
Chicago,
Illinois
| – | -$2.29M | -37,180 | Closed |
|
|
CCFM
56
Clear Creek Financial Management
Silverdale,
Washington
| – | -$722K | -11,756 | Closed |
|
|
CAN
57
Cetera Advisor Networks
El Segundo,
California
| – | -$114K | -1,848 | Closed |
|
CZA Hedge Fund Activity: Q3 2020 in Review
53 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q3 2020, worth a combined $77.1M — down 54% from $167M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CZA positions and 4 closed out — a net gain of 4 holders — while 7 added to existing stakes and 21 trimmed.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $1.06M. The largest seller was Goldman Sachs, exiting entirely with an estimated $86M sold.
- 53 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q3 2020, up from 49 in Q2 2020.
- Funds reported $77.1M of Invesco Zacks Mid-Cap ETF stock for Q3 2020, down 54% quarter-over-quarter.
- 8 funds opened new Invesco Zacks Mid-Cap ETF positions in Q3 2020 and 4 closed out, a net change of +4 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q3 2020 was Avantax Advisory Services, an estimated $1.06M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q3 2020 was Goldman Sachs, an estimated $86M sold.
Based on aggregated 13F filings for Q3 2020.