Invesco Zacks Mid-Cap ETF
CZA
60 hedge funds and large institutions have $144M invested in Invesco Zacks Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 6 closing their positions.
60% more capital invested
Capital invested by funds: $90.3M → $144M (+$54.1M)
25.47% more ownership
Funds ownership: 39.62% → 65.09% (+25%)
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2% less funds holding
Funds holding: 61 → 60 (-1)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$53.3M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
+$3.38M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.51M |
| 4 |
LPL Financial
San Diego,
California
|
+$967K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$820K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
-$1.78M |
| 2 |
RA
Rodgers & Associates
Lancaster,
Pennsylvania
|
-$1.43M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.11M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$964K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$952K |
CZA Hedge Fund Activity: Q1 2022 in Review
60 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q1 2022, worth a combined $144M — up 60% from $90.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CZA positions and 6 closed out — a net gain of 1 holder — while 20 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $53.3M. The largest seller was Colonial River Investments, cutting an estimated $1.78M.
- 60 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q1 2022, down from 61 in Q4 2021.
- Funds reported $144M of Invesco Zacks Mid-Cap ETF stock for Q1 2022, up 60% quarter-over-quarter.
- 7 funds opened new Invesco Zacks Mid-Cap ETF positions in Q1 2022 and 6 closed out, a net change of +1 holder.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q1 2022 was Morgan Stanley, an estimated $53.3M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q1 2022 was Colonial River Investments, an estimated $1.78M sold.
Based on aggregated 13F filings for Q1 2022.