Invesco Zacks Mid-Cap ETF
CZA
63 hedge funds and large institutions have $81.4M invested in Invesco Zacks Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 26 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
9% more funds holding
Funds holding: 58 → 63 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
28.99% less ownership
Funds ownership: 65.35% → 36.36% (-29%)
43% less capital invested
Capital invested by funds: $142M → $81.4M (-$60.6M)
58% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.32M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$825K |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$556K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$441K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$311K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$66.8M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.29M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.17M |
| 4 |
HWMA
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
-$1.15M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$996K |
CZA Hedge Fund Activity: Q2 2021 in Review
63 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q2 2021, worth a combined $81.4M — down 43% from $142M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CZA positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 26 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.32M. The largest seller was Wells Fargo, cutting an estimated $66.8M.
- 63 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q2 2021, up from 58 in Q1 2021.
- Funds reported $81.4M of Invesco Zacks Mid-Cap ETF stock for Q2 2021, down 43% quarter-over-quarter.
- 7 funds opened new Invesco Zacks Mid-Cap ETF positions in Q2 2021 and 2 closed out, a net change of +5 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q2 2021 was Susquehanna International Group, an estimated $1.32M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q2 2021 was Wells Fargo, an estimated $66.8M sold.
Based on aggregated 13F filings for Q2 2021.