Invesco Zacks Mid-Cap ETF
CZA
61 hedge funds and large institutions have $90.3M invested in Invesco Zacks Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
0% more funds holding
Funds holding: 61 → 61 (0)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
26.68% less ownership
Funds ownership: 66.31% → 39.62% (-27%)
37% less capital invested
Capital invested by funds: $144M → $90.3M (-$54M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
+$3.12M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.83M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$940K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$594K |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$345K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$62.9M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
-$2.63M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$848K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$503K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$496K |
CZA Hedge Fund Activity: Q4 2021 in Review
61 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q4 2021, worth a combined $90.3M — down 37% from $144M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CZA positions and 6 closed out — a net gain of 1 holder — while 17 added to existing stakes and 18 trimmed.
The largest buyer was Colonial River Investments, opening a new position worth an estimated $3.12M. The largest seller was Barclays, exiting entirely with an estimated $62.9M sold.
- 61 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $90.3M of Invesco Zacks Mid-Cap ETF stock for Q4 2021, down 37% quarter-over-quarter.
- 7 funds opened new Invesco Zacks Mid-Cap ETF positions in Q4 2021 and 6 closed out, a net change of +1 holder.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q4 2021 was Colonial River Investments, an estimated $3.12M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q4 2021 was Barclays, an estimated $62.9M sold.
Based on aggregated 13F filings for Q4 2021.