Invesco Zacks Mid-Cap ETF
CZA
58 hedge funds and large institutions have $142M invested in Invesco Zacks Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 25 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
12% more funds holding
Funds holding: 52 → 58 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.97% less ownership
Funds ownership: 70.31% → 65.35% (-5%)
10% less capital invested
Capital invested by funds: $158M → $142M (-$15.6M)
60% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$57.1M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
+$1.71M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.17M |
| 4 |
LPL Financial
San Diego,
California
|
+$662K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$317K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$75.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.92M |
| 3 |
Morgan Stanley
New York
|
-$4.29M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.63M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
51
Next Financial Group
Houston,
Texas
| $21K | -$122K | -1,530 | -86% |
|
|
52
Citigroup
New York
| $15K | -$75.5M | -950,000 | -100% |
|
|
SWM
53
Spire Wealth Management
Mclean,
Virginia
| $11K | +$10.8K | +136 | New |
|
|
CWM
54
Cedar Wealth Management
Walnut Creek,
California
| $9K | -$104K | -1,303 | -92% |
|
|
OIA
55
Optimum Investment Advisors
Chicago,
Illinois
| $7K | – | – | – |
|
|
SBL
56
Sargent Bickham Lagudis
Boulder,
Colorado
| $6K | – | – | – |
|
|
APWA
57
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $5K | +$954 | +12 | +24% |
|
58
Fidelity Investments
Boston,
Massachusetts
| $4K | +$4.13K | +52 | New |
|
|
CCFM
59
Clear Creek Financial Management
Silverdale,
Washington
| – | -$582K | -7,656 | Closed |
|
60
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$240K | -3,159 | Closed |
|
|
ASN
61
Advisory Services Network
Atlanta,
Georgia
| – | -$54K | -715 | Closed |
|
CZA Hedge Fund Activity: Q1 2021 in Review
58 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q1 2021, worth a combined $142M — down 9.9% from $158M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CZA positions and 3 closed out — a net gain of 6 holders — while 10 added to existing stakes and 25 trimmed.
The largest buyer was Wells Fargo, adding an estimated $57.1M. The largest seller was Citigroup, cutting an estimated $75.5M.
- 58 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q1 2021, up from 52 in Q4 2020.
- Funds reported $142M of Invesco Zacks Mid-Cap ETF stock for Q1 2021, down 9.9% quarter-over-quarter.
- 9 funds opened new Invesco Zacks Mid-Cap ETF positions in Q1 2021 and 3 closed out, a net change of +6 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q1 2021 was Wells Fargo, an estimated $57.1M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q1 2021 was Citigroup, an estimated $75.5M sold.
Based on aggregated 13F filings for Q1 2021.